Customer Master

To manage Customers, a Customer management console is provided. Click “Customer Master” under “Masters” section of sidebar. You will be redirected to Customer Master Console.

To add a new customer, click

When you click a pop up will be displayed.

Fill all the required fields and click on the button. Now a new customer is created in the master.

The customer is now saved. Click   icon to edit or  icon to delete the customer.

Users also have the privilege of exporting or importing bulk data from Customer Master.

To Import Data, First download the template using  button.

Fill in the details accordingly. Then Import the file using button.

To export the list of customers, click on button.

Alert: Upload file must be in CSV format

Click button to upload the inserted Customer Master file.

To export items from the Customer Master click button. A CSV format file will be downloaded.

To edit a customer click icon and to delete a customer click button.

When you click on the edit icon, a pop up will be displayed. Make the necessary changes and click on the button to save the changes.

To delete a customer click icon. A prompt will be displayed click “OK” to confirm deletion or click “Cancel” to abort deletion.