How to create Quick add customer via sales screen?
Purpose- To add the customer details during billing.We can add the quick add customer by entering the phone number also.Apart from adding Customer in Customer screen or Importing Customer in Master Migration screen, you can also add the Customers in Sales screens itself. Quick add customer addition feature is available in Sale quotation, Sale order, Delivery note and Sale bill.
To add Customer while billing:
1.In the Sales screen, Press + . [Shift + F4 in sales quotation, sale order and delivery note].The Customer Quick Add screen appears.
2.Specify the Contact Name, Address and Postal Code. Note : State code is mandatory to be provided. Based on the State mapped, GST calculation will be done as per Govt norms.
3.Click Save.
Note:The newly added Customer name will be saved in TruePOS only after successfully saving the Sales Bill and Continue to add items and save the bill.
FAQ
1) How to set the Customer location as "Global" or "branch location" for all quick add customers by default?
Answer - You can set the quick add customer location as Global or Branch location or allow both, based on the configuration "Show Quick add customer as Both or global or branch location" in Business configuration.
2) Can we provide multiple shipping addresses for quick add customers?
Answer - Yes it is possible to maintain multiple shipping addresses. While adding quick add customer, by default it will ask for only one address to be updated. If you wish to provide multiple shipping address, disable the configuration "Same Address for Shipping in Quick Add window".
3) How to set default customer category for quick add customers?
Answer - By Default, the Quick add customers will be mapped to a category "WALK-In" created by default. You can even change this default category mapping via the Business configuration "Customer Category for Quick Add" where you can map the default configuration.
4) Is it possible to add special characters while adding quick add customer in Billing screen?
Answer - Yes, we can add special characters while adding through Quick add customer in billing.
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