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Version: 1.95

Customer

A customer is an individual or organization that purchases goods, services, or products from a business. In the context of business, a customer is the end user who drives demand and sustains a company’s operations by purchasing or subscribing to what the company offers.

To access the Customer list, go to: > Home > Application > Point Of Sale > Setup > Customer

How can I get Benefit ?​

  • Personalized Marketing and Promotions : Enables businesses to segment customers based on purchase behavior, preferences, or demographics. Helps in launching targeted marketing campaigns and personalized offers to increase sales.
  • Improved Customer Service and Support: : Allows customer service teams to access complete customer profiles, past interactions, and order history for better support.
  • Enhanced Customer Relationship Management (CRM) : Provides a 360-degree view of the customer, including interactions, orders, feedback, and service history. Supports proactive management of customer relationships, helping increase loyalty and retention.

Fields Information​

Field NameDescription
Customer NameHers, you can enter the name of the Custoemr
Mobile NoCustomer Mobile no
Addressyou can add Customer address for further communication
CityHere, you can select the city of the Customer
Pincodeyou can mention the Pincode
Customer Groupif you wants to make some customer groups, you can enter group name
GST Noyou can enter the GST Registration No if any
Do not Distrubif Customer not interested to get any messages, you can set the mode

How to Create a Customer​

  • Go to the Customer list and click on Add New.
  • Enter the name for the Customer
  • Enter Mobile No & Address
  • Select the City from list
  • Enter PinCode
  • Enter Customer Group if any
  • Enter Customer GST Registration No
  • Set the Do not Distrub mode

How to Edit a Customer​

  • Go to the Customer list
  • Locate the Customer, Click on the Pencil icon to open whose details you want to Edit
  • Make the necessary changes
  • Click on Save

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How to Delete a Customer​

  • Go to the Customer list
  • Locate the Customer, Click on the Delete icon to open whose details you want to Delete
  • Click on Delete

Prerequisites​

  • City master should be required to create a Customer

See Also​