How to Manage Customers
A Customer is a business or an individual; you might issue an invoice to or sell a product to. Essentially, Customers are where your income comes from.
Add a Customer Organisation
To add a 'Customer Organisation', follow the steps as mentioned below:
In the menu bar, click on the 'Sidebar Menu' icon. Then click on the 'Organisation & Users' menu and then click on the 'Customers' sub menu as shown in Figure 1.
Upon doing so, the list page for 'Customers' containing the details of all the 'Customer Organisation(s)' that have been currently added for your Organisation will be displayed as shown in Figure 2. Each step shown in Figure 2 is explained in the below table.
||Click to filter and view specific customer organisation(s)|
||Click to download the list of customer organisations|
||Click to add a customer organisation|
||The name of the added customer organisation|
||The category of the added customer organisation|
||The contact number of the added customer organisation|
||The name of city, state and country added for the customer organisation|
||The organisational unit added for the customer organisation|
||The tax details added for the customer organisation|
||The identification code details added for the customer organisation|
||Click to view the details of the added customer organisation|
To add a 'Customer Organisation', click on the '+' button as shown in Figure 3. Upon doing so the 'Add Customer Organisation page will appear.
Download List of Customer Organisations
To download the complete list of 'Customer Organisations' added for your Organisation, click on the 'Download' button as shown in Figure 4.
Upon doing so, the 'Download Customers to Excel Sheet' pop-up window will appear with two buttons 'Proceed' and 'Cancel' as shown in Figure 5 in which a list of fields related to Customer will be available and there will be a checkbox against each field name. Check the fields which you want to be downloaded and then click on the 'Proceed' button to download the list of Customers otherwise click on the 'Cancel' button.
Filter Customer Organisation
To apply a filter to view selected records of Customers, click on the 'Filter' button as shown in Figure 6.
Then enter or select values in their respective fields in the 'Filter Customer Organisation' pop-up window and click on the 'Filter' button as shown in Figure 7.
To view the details of a 'Customer Organisation', click on the 'View Organisation' button as appearing against each Customer Organisation in the list page of Customer(s) as shown in Figure 8.