Steps to Create Edit & Manage 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.
Examples: Retail Customers, Wholesale Customers, Members, Corporate Clients, Walk-in Customers.¶

Steps to Create, Edit & Manage Customer¶

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,
Eg: "Loyal Customers"
¶

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

7. Enter the "VAT Number" of the customer (Optional).
Eg: "231465798"¶

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

9. Enter the "Contact Number" of the customer.
Eg: "9840334455"¶

10. Click on "Select Parent Group" and choose the "Parent".¶

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. Select Or Create the "Category" for the customer.
Eg: Direct Party
¶

14. If you want 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. Enter the Credit Limit,
Eg: "1000"¶

17. Enter the "Credit Days" (time period for payment).¶

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

19. Click on "Membership Info"¶

20. Select The Gender Of customer
Eg: Female¶

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

22. Enter the Name of the Working Organization, Designation, and Customer Status.
Eg: Hr¶

23. Select the Customer Status.
Eg: Active¶

24. Select the Membership Schema, Membership Start Date, Membership End Date, and enter the Membership Barcode.
Eg:Schema_A,2024-11-01,2025-11-01,1111100000¶

25. Click on "SAVE" to save the customer details.¶

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

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

28. To "Edit", click on the "Edit" button, make the desired changes, and then click "SAVE".¶

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