Customer Master
Customer
A Customer is a person who buys goods or services from a shop or business. In Servquick we can create Customers and categorize them under different groups called Customer Groups.
Step 1: To create a Customer
Go to Masters->Customer->Add customer
Step 2: Enter the details of Name, Contact number and other details
Step 3: Under Credit details mention the mode of payment by the customer.
If the payment mode is credit, enter the Credit days, Credit limit and Credit balance and Save.
If the credit limit is given only then credit payment can be done
Step 4: In the Sale screen the Customer can be added and billed accordingly
For bulk update the customer details through the migration method
Go to Masters->customer->customer->choose the import(customer/loyalty points) and download the csv template
click on the download csv template and download it.
After filling the details of customer in the migration sheet, save it and import the csv file and update
Step : Under reports the sales made customers wise can be viewed
Go to Reports->Transaction summary-> Customer wise Detail and Summary report
Related Articles
Customer Group
Categorizing customers under different groups is called Customer Groups. Purpose : Customer groups are created for giving special discounts or offers For eg: Customer group named Corporate customers can be created and special discounts can be given ...Item Master FAQ
1. I was using a software and now when I switched over, how will I have and show the same menu A. In servequick we have an item master where the items are listed which are part of the menu. As the menu is already there, there is an option to enter ...Unicode Master
Unicodes are the names of categories, Payment type, order type, Table , and discount that can be printed in the desired language after setting it in the screen. Note: In the Organization->Company info->Print language should be selected the desired ...How to map unicode to modifier,item and customer ?
Unicodes are the names of Items, Customers and modifiers that can be printed in the desired language. To create the Unicode Go to Settings->Company Info->Under Configurations choose the desired language Unicode can be created for Items, Customers and ...How can we process refund for a customer in ServQuick?
A sale refund is done where a customer may return any purchased item in its original condition and in return will get the money paid for it. To do a Sale refund Step 1: Go to Sales->Receipts Step 2: Choose the desired receipt for which the refund has ...