Creation
The creation process for customers consists of two types:
- Company
- Individual
Navigation: Menu > Customer App > ListView > Creation Page
Star marked fields are mandatory fields
| Filed Name | Field Description | Mandatory Field |
| Customer Details | ||
| Company | The authorized employee working under a registered firm. | — |
| Individual | If the person is a one time/Walk-In can be considered as an individual customer. | — |
| Company Details | ||
| Company Name | Enter the name of the company. | Yes |
| Phone Type | Select the phone type from the list. | Yes |
| Number | Enter the number. | Yes |
| Company Email | Enter the company email ID | No |
| Contact Person Details | ||
| Contact Person Name | Enter the contact person name of the organization. | Yes |
| Designation | Select the designation for the contact person from the list. | Yes |
| Contact Number | Enter the contact person Mobile number.
Verify: If users click on verify, the OTP will be sent to the given contact mobile number. |
Yes |
| Branch | Select the branch of the contact from the list | Yes |
| Enter the contact person email ID | No | |
| Address Details | ||
| Address Name | Enter a quick identification name for the address. | Yes |
| Pin Code | Enter the pincode of the address. | No |
| Address Line 1 & 2: | Enter the address details. | Yes |
| City | Select the city from the list to the address. | Yes |
| Landmark | Enter the landmark for the address to quickly identify. | No |
| GSTIN | Enter the GSTIN number of the company | Yes |
| Capture GPS Coordinates | Using mobile, the users can capture the exact location of the customers by enabling capture this location checkbox. | Yes |
LOB Tag:
By clicking on LOB Tag, the user can view the respective tags of the LOB and select the Tag for the customer.
Image Url:
Select the Image of the organization from the local storage.
Credit Limit:
Credit Limit Type:
Automation:
The system automatically set the credit limit for the customer based on their tag assigned.
Manual:
By clicking on the manual, the user can set the credit limit for the customer.
GST Details
GST Number: The user can enter the GST number of the Organization.
Description
Description: Enter the short notes about customers.
Apply all the required details and click on save to save the details.