Customer Search
This page is used to fill the Customer details. In other words, you create an customer in your database.
Customer Master
consists of information of customers like City, Category,
Type, Address, Key Customer, Phone Number etc.
You can go to Customer Search Screen in following way:
1- Go to Homepage and click on Customer Button located at the top of the page.
>>Want to Create New Customer?
1- Click on the Add New Customer link that is seen at the right corner of the page, open the New Customer screen.
>>Want to Create New City?
1- Click on the Add New City link that is seen at the right corner of the page, open the New City screen.
>>Want to Search record of Particular Customer?
Suppose you want the details of a Customer e.g. Reliance. Here are the steps to follow:
1- Customer can be search by Selecting Zone, Branch, City, Business Category, Industry Types.
2- To display the Key Customer, check the
Is Key Customer?.
3- To display the Customer Within City Limit, check the
Is Customer Within City Limit?.
4- Click on Search Results >>> link.
5- Search Reliance Customer click on 'R' button.
6- Search ALL Customer click on 'All' button.
7- The Customer's brief information appears in grid.
8- Key Customer define
beside
it.
>>Want to Modify Customer Information?
Suppose you have entered the Wrong Customer
Information e.g. Reliance by mistake.
Don't worry, here's the solution.
Just follow below steps:
2- You will see the details of Reliance Customer.
3- Change the Reliance Customer information and click on Save button. ORClick on Save & New button to save the Customer and clear all the fields to enter New Customer.
4- Click on Cancel button to cancel the Customer and clear all the fields to enter New Customer.
>>Want to Delete Customer?
1- Click on the Delete (
)
button beside the Customer Name that you want to delete.