To get started, make sure you have your username and password ready.
Once you log in, you will land on the welcome screen.
Please click to change the language to Tamil.
1.1 ADD CUSTOMER
Add a Customer - Step-by-Step
Step 1: Reach the Customer Section
From the main Side menu, click on "Marketing," then go to "Masters," and finally choose "Customer." This will open the Customer Search page.
Step 2: Adding a Customer
On the top right of the Customer Search page, you'll see an "Add Customer" button. Click this button. .
Step 3: Fill in details
The Add Customer page will open. Here, provide the following:
Customer Name: Enter the customer's name.
Customer Type: Pick the type from the dropdown. (To include a new field within the dropdown, you can add it to the "COMPANY_TYPE" section on the Master Category screen.)
Tax ID: Enter the Tax ID.
Customer Code: Add a unique customer code. (This code will be utilized in generating reports.)
Important Note: All fields with a (*) are mandatory, so remember to fill them all.
Step 4:Save or Clear
Save: To retain the information, select "Submit." This action will include the customer with the provided details. After saving, the entry will be added and the screen will transition to the editing mode -> Refer 1.1.1.3(Edit customer)
To Start Over: Click the "Clear" button if you wish to erase all information and begin anew. Please note that once this button is clicked, the entered information will not be saved.
Step 5:Going Back
If you change your mind and don't want to add a customer, click "Cancel." This takes you back to the Customer Search page.
1.2 SEARCH CUSTOMER
Search a Customer - Step-by-Stepp
Step 1: Start Searching
On the Customer Search page, you can search in different ways:
By Name: Type the customer name.
By Code: Type the customer code.
For All: If you don't have a specific name or code, just click "Search" to see all customers.
Step 2: See the Results
After clicking "Search," you'll see results:
If you search by name or code, you'll find the matching customer(s).
If you didn't search, you'll see a list of all customers.
1.3 EDIT CUSTOMER
Edit a Customer - Step-by-Step
Step 1: Find Customer Edit
Step 2: Start Editing
On the Customer Search, you can edit customers:
By Name or Code: Type the name or code.
Click Search: Press "Search" to find the customer you want to edit.
Step 3: Edit Details
After clicking "Search," you'll see results:
Click "View/Edit" next to that customer to reach the Edit Customer page.
Step 4:Update Info
On the Edit Customer page, you'll see existing details.
Change things like the customer name, type, Tax ID, and code.
That's it! You've learned how to ADD, SEARCH, EDIT a customer using the DMeX app. If you need help, contact the support team.