Customer

A customer is an entity or individual with whom your business has a relationship. In ASAERP, you can create customer records to manage contact information, sales orders, invoices, and other related data.

Certainly, I can guide you through the process of creating a customer in ASAERP. Follow these steps to create a customer:

Step 1: Access ASAERP

• Log in to your ASAERP account using your username and password.

Step 2: Navigate to the Customer Module

• In the ASAERP dashboard, on the left sidebar, click on "Modules" to expand it.

• From the expanded menu, select "Selling."

• Under the "Selling" module, you'll find "Customer." Click on "Customer" to access the customer creation page.

Step 3: Create a New Customer

• In the Customer List, click the "New" button to create a new customer.

Step 4: Fill in Customer Details

• You'll now be on the customer creation page. Here's what you need to fill in:

  • Customer Name: Enter the name of the customer.

  • Customer Type: Select the type of customer. Common options include "Company," "Individual," or "One Person Company."

  • Customer Group: Choose the appropriate customer group from the dropdown menu. Customer groups are used to categorize customers based on various criteria.

  • Default Currency: Select the currency used for transactions with this customer.

  • Address: Provide the customer's address details, including street, city, state, postal code, and country.

  • Contact Information: Enter contact details such as email address, phone number, and mobile number.

  • Contact Person: If applicable, specify the contact person's name.

  • Is Taxable: Check this box if the customer is taxable.

  • Tax ID: Enter the tax identification number of the customer if applicable.

  • Default Credit Period: Define the default credit period for payments from this customer.

  • Default Payment Terms: Select the payment terms for transactions with this customer.

  • Customer's Item Code: If your customer uses specific item codes for the products they purchase, you can enter them here.

  • Website: If the customer has a website, provide the URL.

• After filling in the required details, click the "Save" button.

Step 5: Additional Customer Settings (Optional)

• You can further customize the customer by adding additional information, such as bank account details or tax information. Click on the "More" button at the top right corner of the customer creation page to access these settings.

Step 6: Save the Customer

• After configuring any additional settings, click the "Save" button again to save the customer with all the details.

Step 7: Customer Created

• Congratulations! You've successfully created a customer in ASAERP. You can now use this customer in sales orders, customer invoices, and other sales-related transactions.

Remember that the specific fields and options may vary depending on your ASAERP configuration and version. Consult your ASAERP documentation or administrators or consultant for any variations or additional settings you might need.