3.0 Customer

Please change to “Create/Edit Mode” to add a new customer/edit customer.

Customer

3.1 Create a new Customer

Please click the ‘+’ button to add a new customer.

Customer

3.1.1 In the Main Details Tab of Create Customer

Please fill up the compulsory (*) information for creating the customer. After filling up the compulsory information, please click Create to add a new customer. There are 9 components which allow the user to make changes respectively:

  1. Customer Name

  2. Customer Code

  3. Status

  4. Entity Type

  5. ID Number

  6. Tax Registration Number

  7. Currency

  8. Description

  9. GL Code

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3.1.2 After adding the Customer, it will be listed in the customer page. Please click on the Customer to edit it.

Only the Customer Name, Status, Type, ID Number, Tax Registration Number, Currency, Description, GL Code, Phone Number and Email can be edited. After updating it, please click “Save”.

You can click on the “Remove” button to remove the Customer from the Customer Listing.

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3.2 Category Tab

Please click the ‘+’ button to add categories.

Customer Category

3.2.1 A list of categories will be displayed on the right side

Click on the category row to be added.

After selecting the categories, please click on the ‘Add’ button to be added.

CategoryAdd

3.2.2 Edit Selected Category

Click on the selected category to be edited.

After selecting the category, can edit it.

Click Update if want to update the category.

Click Remove if want to remove the category.

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3.3 Login Tab

Please click the ‘+’ button to add login.

Login

3.3.1 Create new Login

Please fill up the compulsory (*) information for creating the login. After filling up the compulsory information, please click Add to add a new login. Compulsory Information:

  1. User email

  2. Rank

  3. Status

Click the "Verify Email" button to check the validity of the email.

Create

3.3.2 Edit Login

Edit on the Rank and Status of the Login that selected from the list of Logins.

After making the changes, please click on the ‘Update’.

Click on the Remove to remove the Login.

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3.4 Payment Config Tab

Please click the ‘+’ button to add payment config.

Config

3.4.1 Create new Payment Config

Please fill up the compulsory (*) information for creating the payment config. After filling up the compulsory information, please click Add to add a new payment config. Compulsory Information:

  1. Payee Residential Status-Only have Resident or Non-Resident

  2. Payment Type-Can Add Payment Type in Cashbook Applet

  3. Country

  4. Other fields are optional

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3.4.2 Edit Payment Config

Edit on every field of the Payment Config that was selected from the list of Payment Configs. Compulsory field (Cannot be empty):

  1. Payee Residential Status

  2. Payment Type

  3. Country

After making the changes, please click on the ‘Update’.

Click on the Remove button to remove the payment config.

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3.5 Tax Tab

Please click the ‘+’ button to add tax.

Tax

3.5.1 Create new Tax

Please fill up all the information for creating the tax. After filling up all the information, please click Add to add a new tax. Compulsory Information:

  1. Country

  2. Tax Type-Show based on the Country selected

  3. Tax Code-Show based on the Tax Type selected

  4. Tax Rate-Auto show based on the Tax Code selected

  5. Tax Option-Have Include Tax and Exclude Tax Options

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3.5.2 Edit Tax

Edit on every field of the Tax that was selected from the list of Taxes.

Click on the Remove button to remove the tax.

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3.6 Address Tab

Please click the ‘+’ button to add Address.

Address

3.6.1 Create new Address

Please fill up the compulsory() information for creating the Address. After filling up the compulsory() information, please click Add to add a new Address. There are 11 components which allow the user to make changes respectively:

  1. Address Name

  2. Address Type

  3. Address Line 1

  4. Address Line 2

  5. Address Line 3

  6. Address Line 4

  7. Address Line 5

  8. ountry

  9. State

  10. ity

  11. Postcode

Tick on ‘Set as default’ for future default use.

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3.6.2 Edit Address

Edit on every field of the Address that was selected from the list of Address.

After making the changes, please click on the ‘Update’.

Click on the Remove button to remove the Address.

Can click on “Set as default” for default address.

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2.7 Contact Tab

Please click the ‘+’ button to add Contact.

Contact

2.7.1 Create new Contact

Please fill up the compulsory() information for creating the Contact. After filling up the compulsory() information, please click Add to add a new Contact. There are 11 components which allow the user to make changes respectively:

  1. Contact Name

  2. Contact ID

  3. Designation/Position

  4. Office No

  5. Extension No

  6. Mobile No

  7. Fax No

  8. Phone Number

  9. Email

  10. Other No

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2.7.2 Edit Contact

Edit on every field of the Contact that was selected from the list of Contacts.

After making the changes, please click on the ‘Update’.

Click on the Remove button to remove the Contact.

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2.8 Branch Tab

Please click the ‘+’ button to add Branch.

Branch

2.8.1 A list of branch will be displayed on the right side

Click on the branch row to be added.

After selecting the branch, please click on the ‘Add’ button to be added.

Select Branch

2.8.2 Edit Branch

Click on the Remove button to remove the Branch.

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2.9 Item Pricing Tab

2.10.1 List of Item Pricing

Show Item Code, Item Name, Customer Item Code, Customer Item Name, Currency, Purchase Price, Sales Price.

Item Pricing

2.10 Remark Tab

Fill in the Remark which is optional.

Remark

2.11 Credit Term and Limit

Please click the ‘+’ button to add Credit Term and Credit Limit.

Limit

2.11.1 Credit Term

2.11.1.1 Create new Credit Term

Display the Customer Name and Customer Code.

Select the Existing Credit Term or New Credit Term.

Please fill up the compulsory( * ) information for creating the Credit Term. After filling up the compulsory ( * ) information in Existing Credit Term or New Credit Term, please click Add to add a new Credit Term.

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2.11.1.1.1 Existing Credit Term

Select the existing credit terms.

Term
2.11.1.1.2 New Credit Term

There are 11 components which allow the user to make changes respectively:

  1. Credit Term Code

  2. Credit Term Name

  3. Status

  4. Set Year

  5. Set Month

  6. Set Day

  7. Add Year

  8. Add Month

  9. Add Day

Term
Term

2.11.2 Edit Credit Term

Edit on every field of the Credit Term that was selected from the list of Credit Term.

After making the changes, please click on the ‘Update’.

Click on the Remove button to remove the Credit Term.

Edit
Edit

2.11.3 Credit Limit

2.11.3.1 Create new Credit Limit

Display the Customer Name and Customer Code.

Select the Existing Credit Limit or New Credit Limit.

Please fill up the compulsory(*) information for creating the Credit Limit. After filling up the compulsory( * ) information in Existing Credit Limit or New Credit Limit, please click Add to add a new Credit Limit.

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2.11.3.1.1 Existing Credit Limit

Select the existing credit limit.

Limit
2.11.3.1.2 New Credit Limit

There are 5 components which allow the user to make changes respectively:

  1. Credit Term Code

  2. Credit Term Name

  3. Status

  4. Currency

  5. Credit Limit Amount

Limit

2.11.3.2 Edit Credit Limit

Edit on every field of the Credit Limit that was selected from the list of Credit Limit.

After making the changes, please click on the ‘Update’.

Click on the Remove button to remove the Credit Limit.

Edit