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Base ⤑ Sales Management
The following Steps describes you how to
- Go to the Sales Part of Billing.
- Then, click on Customers which leads you to new page as shown.
- In this page, list of existing customers can be seen or one can filter out particular customer by selecting group and searching clients name.
- Click on button to filter it.
- Selected Customers details can be imported by clicking on button.
- Selected Customers can be deleted by clicking on button.
- New Customers can be created by clicking on button.
- It leads you to new page as shown in figure below.
- One need to fill up the required input fields and must select the customer group.
- After filling up the required field to create it click on button else cancel.
- To view, edit or delete the customer go to action part of that particular customer then click on them respectively.
- You’ll get pdf form of balance confirmation and can view accounting ledgers clicking on them respectively.
- Deposit & Transaction can be added by clicking on deposit & transaction on action and click on add transaction.
- One must tick the enable.
- Fill up every required input fields and then click on Create to create else Cancel.
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