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.