Step To Create And Manage The Customer Master¶

Customer Master is used to create, manage, and maintain customer information in the system. It stores details such as name, contact, address, VAT, category, credit limits, and membership info, enabling accurate billing, reporting, and customer management.¶

Follow the link provided below to view the step-by-step guidance for the Customer Master Excel Upload process:¶

http://redmine.himshang.com.np:4000/projects/dashboard-overview/wiki/Customer_Master_Bulk_Upload_Process

Step-by-Step Guide for the Customer Master Manual Entry Process:¶

1. Go to “Masters”.¶

2. Select "Customer & Vendor Info" from the "Master" menu.¶

3. Select "Customer Master" from the dropdown¶

4. Click on the “Create Customer" button to create a new customer.¶

5. Enter the Name of the Customer, for Eg: "SHREE GANESH CUSTOMER PVT. LTD."¶

6. Enter the "Address" Of The Customer, For Eg: "Sanepa, Lalitpur"¶

7. Enter the "VAT Number" of the customer (Optional).For Eg: "231465738"¶

8. Enter the "Email id" of the customer (Optional). For Eg:"Shreeganesh@gmail.com"¶

9. Enter the "Contact Number" of the customer.For Eg: "9840334452"¶

10. Click on the Select Parent Group field and choose the parent group that was created previously. If the required parent group does not exist, create a new customer group by following the Customer Group Creation guide using the link below.¶

http://redmine.himshang.com.np:4000/projects/dashboard-overview/wiki/Step_to_create_and_manage_the_customer_group

11. "Create Customer's Ledger A/C" Untick this option if you do not want to create a ledger account for that customer.¶

12. Click on Additional Info¶

13.Choose the customer category based on the customer type: select Direct Party for direct customers, Distributor for bulk buyers who supply others, Retailer for sellers to end consumers, and Importer for customers who import goods from abroad. Selecting the correct category ensures better customer management and accurate reporting. To add a new category, click the ‘+’ button, For now, we will select Direct Party as the customer type.¶

14. If you choose to create a new category, click on the "Add(+)" button. Enter the "Name of the Category" and click "SAVE" to add it, or click "CLOSE" to discard.¶

15. "Create as Both Customer and Vendor": Tick this option if you want the same customer to be added as a vendor as well.¶

16. In the "Credit Terms," enter the "Credit Limit." When the vendor's credit reaches this limit, the system will not allow further credit. For this customer, we have set a credit limit of Rs. 10,000.¶

17. In the " Credit Terms," enter the "Credit Days," which defines the credit period for the customer. For this customer, it is set to 15 days.¶

18. Tick the option if you want to “Create Customer as Member” as well.¶

19. Click on "Membership Info"¶

20. Select The Gender Of the customer For Eg: Female¶

21. Enter the "Date of Birth" and "Wedding Anniversary Date" of the customer.¶

22. Enter the Name of the Working Organization, Designation. For Eg: Corporate Office and Hr position¶

23. Select the Customer Status. for Eg: Active¶

24. Select the Membership Schema, Membership Start Date, Membership End Date, and Enter the Membership Barcode.For Eg:Schema_A, Start date: 2024-11-01, End date: 2025-11-01, and Membership barcode is : 1111100000¶

25. From the “Contact Person” details, you can identify the correct vendor representative and contact them directly without intermediaries. Add the contact person’s name, contact number, designation, and official email address. Press the Enter key or click the ‘+’ button to add multiple contact persons. The Status button indicates whether a contact person is active or inactive.¶

26. Click on "SAVE" button to save the new customer in the system.¶

27. From the “Customer List”, you can View, Edit, or Delete a customer. To View customer details, click on the "View" button.¶

28. After viewing, click on BACK" to return to the Customer List.¶

29. Click on "Edit" to modify the vendor’s details. After making the necessary changes, click the "Save" button to save the updates.¶

30. Click on "Delete" to remove a customer. In the confirmation popup, click "OK" to delete or "Cancel" to abort.¶