Add New Customer / Supplier

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.

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

Step 1. Select '+' Button

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

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"