Customer

Access the function of creating new Customer on the system by following the link:

Home page => Selling => Customer

1. Basic information:

The following information is necessary and should be created before creating the Customer: (if not available before, it can be created during the selection of the corresponding item)

• Customer Group

• Salesperson

2. Steps to follow:

Step 1: Access the function of creating new Customers on the system by following the link: Home page => Selling => Customer => Add Customer

Step 2: Enter basic customer information: (Fields marked with * are required fields)

• Customer Name: Enter the full name of the customer

• Customer Type: Choose Company or Individual

• Customer Group: Choose Customer group (India, Europe...)

• Territory: Choose the customer's territory

• From Lead: Enter the lead's name if it was moved from a lead

• Account Manager: Enter the salesperson in charge of this customer

• Tên viết tắt (Short name): Enter the short name if any

• Choose Default Price List

• Choose Billing Currency

• Choose Default Company Bank Account

• Choose Print Language

• Customer Details: Enter Customer Details

• Fill in other customer information if any

Step 3: Enter customer primary address and primary contact details (Fields marked with * are required fields)

Information about the customer's primary contact and primary address is information generated separately and linked to each customer, If the contact and address information is not available, click “Create a new contact”/”Create a new address” to create the contact and default address for the customer

• Customer Primary Contact: Enter customer primary contact

• Customer Primary Address: Enter the address of the primary contact

• Điện thoại (Phone number): Enter the phone number of the primary contact

• Email: Enter customer email address

• Địa chỉ (Address): Enter customer address

• TK ngân hàng (Bank account): Enter customer bank account number

• Tên ngân hàng (Bank name): Enter bank name

• Địa chỉ ngân hàng (Bank address): Enter the address of the bank

• IEC (Import/Export Code), PAN, EXIMCODE,....

Step 4: Enter Tax details (Fields marked with * are required fields)

• Tax ID: Enter the Tax ID

• Tax Category: Enter the Tax Category

• Tax Category: Enter the Tax Category

Step 5: Enter Accounting details (Fields marked with * are required fields): Click Add Row to to add one line of information

• Default Payment Terms Template: Enter Default Payment Terms

• Credit Limit: Enter Company, Credit Limit, (Select or not "Bypass Credit Limit Check at Sales Order")

• Receivable Accounts: Enter Company, Account

• Loyalty Program: Enter if available

Step 6: Enter Sales team (Fields marked with * are required fields): Click Add Row to to add one line of information

• Sales Person: Choose Sales Person

• Contribution (%): Enter contribution percentage

• Contribution to Net: Enter Contribution to Net

• Commission Rate: Enter Commission Rate

• Incentives: Enter Incentives if any

• Sales Partner: Enter Sales Person: Choose Sales Person

Step 7: Select the active status of the customer if necessary, and Click "Save" to save customer details