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  3. Q: What is a customer? How do we add Custmore?

Q: What is a customer? How do we add Custmore?

A: ​

Customer is that consumer or a buyer whom you generate bill/invoice on a regular basis.

We can define a customer within the system following the steps as below:​

1- Select ‘Orders’ in the main menu and subsequently ‘Add/Edit Customer’.

2- Click on the ‘Add’ button, on the right hand side of the screen.

3- To configure a new customer, fill the details in the given form.

       

Name   :  (Mandatory) your bulk customer name which will reflect in invoice and all shown filed

Code    :  (Mandatory) that is code for customer and will use by the system for backend uniquely

GSTIN  Mentioned your customer GSTIN for Tally and accounting purpose.

Tax Exempted  : This option will use if we want zero tax invoice (Exempt Taxes ) so set this parameter to Yes. else No and system will calculate the tax as per given setting at the product sku through tax class.

Other parameters like address and accounting details are also well explained and you can fill as per your choice.

4- Then save the details press the button Save Customer Details

How to use added Customer for orders or custom channels orders. 

1. On the path Settings >Channels, when you configure a channel, you can set this customer to associate it with that channel.

Note:

You can only use these customers to those channels where Customer filed is visible as per channel defined configuration.

You can use these customer details while creating order also.

To know more How to create order Click Here


 

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