How to create or modify customer in Customer master? - GOFRUGAL ManageEasy - DE6

How to create or modify customer in 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 need 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 the 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 Customer 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.



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