Customer Source Master

Purpose: The Customer Source Master is used to maintain customer source information and identify the source from which the customer belongs.

A company receives customers through different sources such as:

• Dealer Reference
• Social Media
• Direct Walk-in
• Marketing Campaigns

Using the Customer Source Master, the organization can identify from which source a customer was acquired.

Example:

Customer “Ravi Kumar” visited through a Facebook advertisement.
In the Customer Master, the source can be mapped as Social Media – Facebook.

This helps the company:

• Track effective customer acquisition sources
• Analyze marketing performance
• Generate source-wise customer reports.
  

Menu Access

Go to: Master → Customer → Customer Source

Steps to Add a Customer Source

1. Click on Add.
2. Enter the Source Name.
3. Select the Status:
   • Active
   • Inactive
4. Click on Save.
   

Steps to Map the Source to a Customer

1. Go to: Master → Customer 

2. Add or Edit the customer.
   
3. Under the Farmer Details tab:
   • Select the Source from the dropdown list.
4. Click on Save.
   

Reports

Go to:Reports → Master → Customer Master

Refer to the “Source” column to view the mapped customer source details.

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