Simplify your Store Management

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How to add and manage customer in RightERP software?

Summary

In a store setup, the software system allows the user to add and manage a customer’s feature. A customer is a person or an organization that uses the services of the company. Here we store the details of the customer.

In this quick tutorial, you will learn about the following.

Adding a new customer.
Viewing a customer.
Editing the customer.
Deleting the customer.
Attaching and Viewing of customer’s attachments.
Searching for a customer.
Sorting customers list.

Steps:

1. How to add a customer?

Select CRM (Customer Relationship Management) in the side menu, click on Customer and select New Customer to add customer details.

In the New Customer panel we have 3 parts(Basic Info, Address & Business details).
In the first part, fill in the basic details of the Customer; Honorific(Mr/Ms), Name of the customer, Business name(optional), Mobile/Landline Number, Alternative number(optional), Email(optional) and click on Next button.

In the second part, in the Address step enter billing address lane, street name, area name, city, state & Pincode. If the shipping address is different from the billing address, then fill the shipping address details by unchecking the Checkbox and click the next button.

In the third part, in the Business step, fill in the GST Number, customer type(retail/credit), and preferred payment method(cash/cheque/electronic) and click on Finish button to save the Customer details.

A message will display saying customer saved successfully after the details are saved successfully.

2. How to view customer detail information?

You can view the Customer details by clicking on the Customer from the list.

You can see all the details like Customer name, contact details, address. Click Done button to go back.

Click on transaction list tab to view all the transactions of the customer.

3. How to edit the customer details?

For editing Customer details from the list, you need to select the edit option in the action overflow menu.

In the Customer edit form make required changes and click on the update customer button. Here you see editing area of the customer.

After we click on update customer button, you can see a pop-up dialog box saying client details updated successfully.

By clicking on view in the action overflow menu you can see the details are updated now in the list for the Customer Austina. Then click on done button to go back

4. How to delete a customer?

If you want to delete a Customer from the list, select Delete option in the action overflow menu.

Here select yes or no button in the delete confirmation dialogue box.
In this instance you see selecting yes.

Here you can see the pop-up box saying customer client deleted successfully. Now the customer is deleted from the list.

5. How to attach customer attachments?

If you want to attach a file in the customer detail, then click on my attachments in action overflow from the list.

Here my attachment window opens. click on browse to attach the files.

Select the file you want to attach and click on open.

Here you can see the the file is uploaded. Click on save.

We can see a pop-up message saying files uploaded successfully.

6. How to search a customer from the list?

In the list you can search a customer by business name.

In the list, you can search for a Customer by name.

In the list, you can search customer by mobile no.

You can also search the customer according to the date created, by selecting from date (from dropdown calendar) and to date (from dropdown calendar) in the header.

7. How to sort customers list?

You can sort customers list by Name, by a click on arrow icon next to the name.

You can sort customers list by Mobile no, by a click on arrow icon next to the mobile no.

You can sort customers list by due amount, by a click on arrow icon next to due amount.

Demo video

Learn More…

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Simplify your Store Management

మీ స్టోర్ నిర్వహణను సులభతరం చేయండి

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