Customer data is customer information that you collect as a reference data to your loyal customers. So you can see sales reports based on your Top Customers.

in this page you can also add data from the suppliers. which you can later use to determine the purchase of goods from your best suppliers.

I.Add New Customer through Contacts Menu

Step 1. Select add button on Contact Menu

mceclip0.png

Step 2. Fill the name and other properties on form as follows then submit

mceclip1.png

II.Add Customer Through Sell Menu

Step 1. Select '+' Button

mceclip1.png

Step 2. Fill the name and other properties data on the form

mceclip0.png

Note:

-For Supplier adding you need to select on supplier sub menu and fill the same form

III.Column Properties

Contact properties index

Column

Description

Data Type

Example

Title

string

Mr

First Name*

string

John

Last Name

string

Doe

Display Name*

string

John Doe

Gender

2 option for the gender (Male/Female)

option

Male

Identification

number

412932182910

Birthday

date

13 Mar 1990

City

Create more option through contact properties/more menu

option

Jakarta

Photo

You can choose by browse you saved image or using google search image function

image URL

Customer Code

string

Member-01

Status

3 option for the status (Active/WaitingForApproval/Suspended)

option

Active

Groups

Create more option through contact properties/more menu

option

Silver

Email

string

[email protected]

Phone

number

+6214231177

Mobile Phone*

number

+62819887654

Address

string

Muara Karang B5 No.51

(*) is required

Shipping Properties Index

Column

Description

Data Type

Example

Name

string

John Doe

Phone

number

+62810384121

City

string

Jakarta

Addresss

string

Muara Karang Blok B5 No.51

Sales & Pricing Properties Index

Column

Description

Data Type

Example

Default Tax

Create tax through Setup menu

Option

PPN 10%

Pricebook

Create pricebook through promotion menu

Option

Dozen Price

Sales

Add Sales list through contacts menu

Option

Sales Person 1

Person in Charge

string

Maria

Debt Limit

number

1.000.000

Maximum Overdue

number

31 days

Credit Due

number

14 days 1 month

Membership

Column

Description

Data Type

Example

Sign Up Outlet

this option is depends to your outlet list

Option

Outlet 1

Exclusive for Outlet

this option is depends to your outlet list

Option

Outlet 1

Expire Date Contact

date

31 Dec 2020

Join Date Contact

date

1 Dec 2020

Expire Date Group

date

31 Dec 2020

Loyalty Point

number

150.000

Information

Column

Description

Data Type

Example

Type

3 option for Type (Customer/Supplier/SupplierCust)

Option

Customer

Nationality

Create more option through contact properties

Option

Indonesia

Race

Create more option through contact properties

Option

Java

Fax

number

12933810

Npwp

Indonesia Employee Tax ID

number

4163818223123

Nppkp

Indonesia Employee Tax ID

number

9999888247212

Tax Add

number

10

Address

Upload

Muara Karang B5 No.51

Documents

Upload

Files/Document

Description

string

"Office Employee"

Extra Description

string

"Family"

Tutorial Add New Customer & Supplier

Did this answer your question?