This is the sector where you can enter the client details, which are not regular customers but can be customers in the future.
INVENTORY AND SUPPLY CHAIN => ACCOUNT => PROSPECTIVE CUSTOMER
If we want to add a new prospective customer, we must click the (+) symbol on the top right corner of the page. A new page opens. We have to fill in the details and save it. Thus we can add a new prospective customer.
We can view an Action button on the extreme right corner of each entry. Clicking the ‘Action’ button we get a drop-down with different options.
The first one is ‘View’, clicking this we can view the details.
The second one is ‘Edit’, on clicking this we get the following-
We can see many Tabs on the top margin. The first one is Account which we can see in the above screen. We can edit the details.
The second one is the Bank. On clicking this and when we have to enter the details of the bank we have to click the (+) button on the top right corner of the page, then a pop-up opens up as follows -
We have to fill in the details and save it. Thus we can save the bank details of that prospective client.
The third Tab is ‘Contact’, with the help of this we can enter different contacts regarding the prospective client by clicking on the (+) sign on the top right corner of the page. On clicking this a pop-up opens up as follows-
Fill in the details and save it. Thus we can add many contacts to that Account.
The fourth Tab is ‘Opening’ With the help of this we can add the opening of the prospective customers.
Fill up the details, and save it. Thus we set the opening of that prospective customer.
The fifth Tab is ‘Credit’. With the help of this Tab, we can set the credit amount, and credit days here for that prospective customer. Below you can see the display.
Fill in the details and save it.
The sixth tab is ‘Document’. With the help of this, we can upload important documents here. If we want to upload any new document we have to click (+) symbol on the top right corner of the page. On clicking this we get a pop-up as follows-
We have to enter the document name, and we have to select the document type from the drop-down. The after entering Terms & Condition, save it.
The seventh Tab is ‘BRANCH’. With the help of this, we can see add branches to this account, by clicking the (+) button. Clicking this a pop-up opens up as follows -
Fill up the details and save it.
The eighth Tab is ‘QC Master’ i.e. Quality Check Master. When we put the QC Master then in all transactions the QC Master will come into play.
The ninth tab is ‘Price List’. The entry made here will be considered first then the general price list will come into play. The display is as follows-
The tenth tab is ‘Party Address’. An account can have more than one address. The addresses can be added with the help of this page. When we want to add a new address, we have to click the (+) symbol on the top right corner of the page. On clicking this a pop-up opens up as follows -
Fill in the details and save it. Thus we can add as many addresses to one account.
The eleventh tab is ‘Other Details’. With the help of this page, we can add the Terms & Conditions and Account Requirements as follows -
