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Customer

CUSTOMER​

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

note

All fields with a (*) are mandatory, so remember to fill them all.

  • The Add Customer page will open. Here, provide the following:
  • Customer Name: [Text Field] Enter the customer's name.
  • Customer Type: [Dropdown] Pick the type. (To include a new value, add it to the "COMPANY_TYPE" section on the Master Category screen.)
  • Tax ID: [Text Field] Enter the Tax ID.
  • Customer Code: [Text Field] Add a unique customer code. (This code will be used in reports.)
  • Status: [Dropdown] (Mandatory) Select the status.
  • Bank: [Dropdown] Select the bank from the list.
  • If TCS Applicable: [Dropdown] (Mandatory) Select either "Yes" or "No".
    • Yes: TCS field will be visible on the Invoice screen.
    • No: TCS field will not be visible on the Invoice screen.

Step 4: Save or Clear

  • Save: To retain the information, select "Submit." This will add the customer and redirect to editing mode -> Refer 1.3 (Edit Customer).
  • Clear: Click "Clear" to erase all information and begin anew. (Note: this action is irreversible.)

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-Step

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:

  • 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 to Edit

Step 2: Start Editing

  • On the Customer Search page, enter the customer name or code.
  • Click "Search" to find the customer you want to edit.

Step 3: Edit Details

  • Click "View/Edit" next to the matching customer. This opens the Edit Customer page.

Step 4: Update Info

  • On the Edit Customer page, you can update the following:
    • Customer Name
    • Customer Type
    • Tax ID
    • Customer Code

That's it! You've now learned how to ADD, SEARCH, and EDIT a Customer using the DMeX app. If you need help, please contact the support team.