If we have saved customer & supplier data, it will make it easier for us when we want to make reports based on customer names or supplier names. Customer data is customer information that you collect as reference data for your loyal customers. So you can see sales reports based on your Top Customers.

On 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

contacts menu

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

add new contact

Sales & Pricing Tab

sales & pricing tab

Address Tab

address tab

Membership Tab

membership tab

Information Tab

information tab

Description Tab

description tab

II. Add Customer Through Sell Menu

Step 1. Select '+' Button

sell menu

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

add new contact from sell menu

You can click the 'Details' tab if you want to enter more detailed information

detail customer

Note:

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

III.Column Properties

Contact properties index

General Tab :

Column

Data Type

Example

Title

string

Mr

First Name*

string

Steven

Last Name

string

James

Mobile

number

+6287896789000

Email

string

[email protected]

Detail Tab :

Column

Description

Data Type

Example

Address

Contains customer address information

string

Jl. Muara Karang B 5 No.51, Jakarta Utara

City

Contains customer city information

string

Jakarta

Gender

2 option for the gender (Male/Female)

option

Male

Nationality

Contains the customer's nationality information

string

<blank>

Member Code

Contains customer member code information

string

Member-01

Identification

Contains customer identity information

number

1234567891

Birthday

Contains information on the customer's date of birth

date

11 April 1990

Customer Race

string

<blank>

Group

Create more option through contact properties/more menu

option

Silver

(*) is required

Sales & Pricing Properties Index

Column

Description

Data Type

Example

Tax

Default Tax

Create tax through Setup menu

Option

PPN 10%

NPWP

Indonesia Employee Tax ID

number

4163818223123

Sales Information

Pricebook

Create pricebook through promotion menu

Option

Dozen Price

Person in Charge

string

Maria

Sales

Add Sales list through contacts menu

Option

Sales Person 1

Acquisition Media

Add Acquisition Media through Contact Menu > More Options > Acsquistion Media

string

Online

Debt

Debt Limit

Contains debt limit information

number

1.000.000

Maximum Overdue

Contains debt due limit information

number

31 days

Credit Due

Day(s) &

Contains credit due limit information

number

14 days

Month(s)

Contains credit due limit information

number

1 months

Address Properties Index

Column

Data Type

Example

Label

string

Steven James

Phone

number

+6287896789000

Address

string

Jl. Muara Karang B 5 No.51, Jakarta Utara

City

string

Jakarta

Membership Properties Index

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

Contains the customer's expiration date

date

30 Nov 2021

Join Date Contact

Contains customer join date information

date

30 Oct 2021

Expire Date Group

Contains information on the expiry date of the customer group

date

30 Nov 2021

Loyalty Point

Contains information on the number of customer loyalty points

number

1

Information Properties Index

Column

Description

Data Type

Example

Nationality

Create more option through contact properties

Option

Indonesia

Race

Create more option through contact properties

Option

Java

Fax

Contains the customer's fax number

number

12933810

Documents

Upload

Files/Document

Description Properties Index

Column

Description

Data Type

Example

Description

Contains customer description

string

"Office Employee"

Description Extra

Contains additional customer descriptions

string

"Family"

Tutorial Add New Customer & Supplier

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