Customer

To know how to add a customer click on the link below.

Add new customer

• To Edit or Update customer’s details.
• Navigate to CRM > Customer.
• Click on the customer whose details you want to edit .
• Click on the Edit button in the upper left corner.
• Edit or Update the details in edit customer popup and click on Save. 

• To Delete a customer

• Navigate to CRM > Customer.
• Click on the customer you want to Delete .
• Click on the Delete icon in the upper left corner. 
• Click on Delete. 

  
  

•  To add one or more contact persons to a Customer or a Company,
• Click on the ADD in the bottom left side of the page. 
  

• Enter the details of the Contact person in the Popup and click on  Save.

To add a Deal to a Customer

• Navigate to CRM > Customer.
• Click on the Customer. .
• You will be taken to A Customer’s page.
• Click on the ADD in the upper right corner. 

• Select Deal from the Dropdown.
• Enter the details of the Deal in the Add Deal Popup.
• Click Save.

You can also associate a deal with a customer from the Deals option.

For the detailed instructions on how to add a Deal click on the link below. 

Add Deal

• Click on ADD on the customer's page.
• Select Project from the Dropdown.
• Enter the details of the Project in the Add Project popup.
• Click Save.

  
  

For the detailed instructions on how to add a project click on the link below. 

Add  Project

• Click on ADD on the customer's page.

• Select Estimate from the Dropdown.
• Enter the details of the Estimate in the Add Estimate popup.
• Click Save.

For the detailed instructions on how to create an Estimate click on the link below. 

Add Estimate

• Click on ADD on the customer's page.
• Select Invoice from the Dropdown.
• Enter the details of the Invoice in the Add Invoice popup.
• Click Save.

For the detailed instructions on how to create an Invoice click on the link below. 

Add Invoice

• Click on ADD on the customer's page.
• Select Payment from the Dropdown.
• Enter the details of the payment in the Add Payment popup as shown below.

Payment date: enter the day the customer made the payment.

Payment Method: select the payment method from the drop down.

Reference no: If Any

Note: If the Customer already has an unpaid Invoice, it will show under Outstanding Transactions.

• Select the checkbox and enter the amount under the payment field. The payment will be deducted from the outstanding amount .

• Click on Save at the bottom of the page and The Payment will be associated with the Customer .

You can check the transaction in the Invoice or Transactions option on the Customer’s page.

• Click on the ADD on customer's page. 
• Select Sales Order from the drop down.
• A pop up with the name Add Sales Order will appear. 
• Enter the details in the fields and click Save. 

You can also create a sales order from the Sales orders option in Sales.

For the detailed instructions on how to create a sales order click on the link below. 

Add Sales order

• Click on the ADD on customer's page.
• Select Customer Return from the drop down.
• A pop up with the name Add customer Return will appear.
• Enter the details in the fields and click Save. 

You can also add a customer return from the Customer returns option in Inventory.

For the detailed instructions on how to add a  Customer returns click on the link below. 

Add  Customer returns

• Click on the ADD on customer's page.
• Select Credit Memo from the drop down.
• A pop up with the name Add Credit memo will appear.
• Enter the details in the fields and click Save. 

You can also add a credit memo from the Credit memo option in Sales.

For the detailed instructions on how to create a Credit memo click on the link below. 

Add Credit memo

• Click on ADD on customer's page.
• Select Refund from the dropdown.

• A popup Add Refund will appear. 

Note: If the Customer already has some credit with you and you have created a Credit memo for the same it will appear in the popup by default.

• Select the checkbox and Click on Save.

 To send the statement to the customer

•  Click on the ADD.
•  Select Statement from the drop down.
  

• A popup Create Statement will appear.

• Select the Statement type click from the dropdown if it is Balance forward, open item or transaction statement.

• The statement date will be today's date by default.
• Enter the start and end date.
• Click on Apply.
• Click on send statement.
• You will then be taken to the send statement page.
• Click on the Send to send the statement.

Give Access to your customer to monitor the progress of their ongoing projects through Customer Portal.

• Click on the Customer portal in the upper right corner of the page.

• Click on Add User in the right corner.
• Enter the customer's details in Add User popup.
• Click on Save and the login credentials will be sent to the customer on their email address.
• Turn ON the Active switch, on the User page to allow access.

• To Stop giving access to the customer click on the Delete option in the Action column.

• Click on Delete in the confirm Delete popup.