Customer Master

Customer Master

Features Available in Customer Master:
  1. Go to Master- >Customer 
  2. On the left hand side you have a list of customers in your database. This can be sorted by the filters which we have provided, for example, Customer Name wise, Customer Code Wise, etc.
  3. On the right hand side you have tabs such as General, Sales, Outstand, Others, Web Access and Delivery Address
  4. In the general tab, there is all the essential information and details of the customers displayed.
  5. The Sales tab shows graphical information on Sales, Sales Return and Collection done for the selected customer
  6. The Outstanding tab displays the outstanding amount(s) for the selected customer
  7. The Others tab contains miscellaneous settings for the customer
  8. Web access tab contains configurations for DE6 Web Order feature
  9. Delivery Address tab can be used to store the addresses of the customer
Creating a new Customer
  1. Press F3
  2. Enter Customer Name, DL No. 1, DL. No. 2 and GST Number of the customer as these are mandatory fields
  3. We can also specify the Credit days, Credit limit,due days, Rate increase %, mapping the rep, Area,Cash disc %, Credit disc %.
  4. Fields needs to be field properly are GSTno, Alert number, Email id, Tax Area,Dl no.
  5. Enter the other details as needed
  6. Press F6 to save the customer
Modifying a Customer
  1. Select the customer which you want to modify
  2. Press F4
  3. Modify the details of the customer as needed
  4. Press F6 to save once you are done
Deleting a Customer
  1. Select the customer that you wish to delete(Note: Once the sales bill, we cannot delete the customer from the customer master)
  2. Press F5
  3. Press Yes to confirm deletion
Note: This process cannot be reverted
Click here for the video










How to search Customers based on Alias code given in Customer master.

I.In Customer master Now we have an option for Alias code wise search.
II.This feature was available from 6251 version.
III.For using this option First we should map Alias code for Each Customers in Customer master.




IV.In search menu we can see alias code Search.by selecting that Alias code radio button,Customers will list out for which we map Alias code and we can select the Customers based on Alias code in it.




How to view the pending Sales order from the Customer Master?

Step 1 : In 6.2.6.3 version, there is a new tab has been added in the customer master called Sales Order to know the sales order pending and also from that there is a shortcut key F10 to open the sales order window. If there is any pending order to the customer, it can be viewed in that customer master--> Sales order tab easily.

    • Related Articles

    • Supplier Master

      Steps: Go to Master > Supplier On the left-hand side you have the list of suppliers in your database On the right-hand side you have the General and purchase tabs In the General tab, you have all the information you have regarding the suppliers, ...

    • Tax Master

      Here explaining how to create new tax master. 1. Go to Masters-->Tax. 2. Click New button or Press F3 button to create New Tax. 3. Choose Vatsales or CST sales Vatsales-->For creating local tax CSTSales-->For creation interstate tax 4. Type the print ...

    • Transporter Master

      Transporter Master Go to Master > Transporter Press F3 to create a new Transporter Type the name of the Transporter (Mandatory) Type the other details (Optional) Press F6 to save Mapping a Transporter with a Customer Go to Customer Master Select the ...

    • Area/Beat Master

      Area / Beat Master Go to Master > Area / Beat Master Left-hand side: can view Market Beat, Delivery Beat, Sales Beat and Sales Area Press F3 to create a new Area / Beat Enter the name of the Area / Beat (Mandatory) Enter City, State & Pin (Optional) ...

    • Executive (Rep) Master

      Executive Master Go to Master > Executive Press F3 to create a new executive Type the name and phone number (mandatory) Type the other details if necessary Press F6 to save once done Mapping Executive Go to Customer Master Select the customer and ...