Customer Center

1. To create a new Customer, go to Customer Center from listing page and click Add Customer.

Customer Center

2. You have to fill out all asked information while creating new customer;

Customer Center

3. You may enter Account, Address, Financial and Additional informations respectively;

Customer Center

4. In More button you may Receive Payment, AddPrepayment with Prepayment List;

 

 

5. In Action Bar you may see Customer summary, Edit customer with remove Customer and you may Add Sales Quote and Order with Sales Invoice;

Customer Center

6. By editing Customer information also you may send Sales Quote and Invoice, Activities, Cases and Tasks

Customer Center

See also