On clicking the customer the following is the screenshot.
Action:
On clicking the action you will get many options shown.
1.View - We can view the customer's details.
2. Edit - Using this option we can edit the customer details.
3. Delete - We can delete the entry.
4. Copy - Clicking this option, we can duplicate the entry.
5. Fix Items - On clicking this we can view the items he has purchased.
6. Unfix Items - On clicking this we can see the items not purchased from the Pric-list, before by the customer.
Changes - Clicking this we can know who has created or updated the entry.
8. Follow-Up - Clicking this we can know, who is doing the follow-up, or we can edit the follow-up.
9. Edit Only - When clicking this option, only a few important fields can be edited.
10. Angadiya Report - Clicking this the Angadiya details can be seen, regarding that Customer.
(+) Button:
You can add new customers/suppliers by (+) Button. On clicking the (+) button following is the screenshot. We can fill up the details and save it.
Name;
On clicking the Account name, we can see the Account Ledger.
When we click the ‘Action’ button, we get one option button known as ‘Edit’. Clicking this option we get the following screen.
In the edit option, there are 13 Tabs on the top margin
Account
Bank
Contact
Opening
Credit
Document
Branch
Qc Master
Manufacturing
Price List
Party Address
Other Details
Customer Login
(A) Account: Account of Customer/Supplier
(B) Bank: Particular bank accounts of Customers, Suppliers etc. When we click (+), a pop-up opens up as follows. We have to enter the details and save it. Thus we can save the Bank details of that Customer/ Supplier.
(C) Contact: You can add the number of contacts of a particular account. Clicking (+) on the top right corner we get a pop-up as follows and thus we can add a new contact to an Account.
(D) Opening: We can add the opening of customers or suppliers, with the help of this page.
(E) Credit: We can enter the credit details of the Account.
(F) Document: With the help of this Tag we can upload any valid document of the client like CST Number, PAN card number etc. We can upload any document by clicking on the plus button on the top right corner of the page and a pop-up opens up as follows-
(G) Branch: We can add different branches to this Account by clicking the (+) button on the top right corner of the page. Then a pop-up opens up as follows-
(H) QC Master: Whatever we put in QC Master i.e. Quality Check Master, then in all transactions the QC Master will come into play.
( I ) Manufacturing: With the help of this Tab we set the customer’s requirement e.g. in 18KT Gold he wants 20KT Stamp or he wants his company stamp, then it can be entered here. This will be reflected in Manufacturing.
(J) Price List: In this account whatever we set the price list will be considered first then the general price list.
(K) Party Address: When we have multiple addresses then we can enter different addresses here by clicking the (+) button on the top right corner of the page. Clicking this a pop-up opens up. Fill in the details and save it. The screen is shown below-
(L) Other Details: Here we can add the Terms & Conditions and Account Requirements
(M) Customer Login: This Tag is used for Customer order Apps. From here we can give multiple Users of the same Account.
