A customer is the one who receives goods, services, products, or ideas, from a seller for a monetary consideration.

To access:

Login to ERP > Desktop > Selling > Customer

Create Customer

1. Go to Customer
2. Click Add Customer
3. Enter Customer Name
4. Select Customer Type (Individual/company/Partnership)
5. Click Save. Additional Features

• Under Address and Contact Section: Add customer Address and Contacts
• Add Customer TaxID, Tax Category and Tax withholding in the tax section
• You can set Credit Limit and Payment Terms and others in the Accounting section
• IF have sales team for this custoemr Set the sales team in the sales team section
• If the customer have portal access set the customer user ID in the **portal users **section
• In addition to the above you can manage the customer using setting section as shown below