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Fig (2)
Fig (3) Now we need to create new customer, Click on New Customer
Fig (4)
After Submit the Customer create form then it goes to Create New Branch Form
Fig (5)
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Fig (7)
After clicking Edit Branch Details, we will get edit form to edit details
Fig (8)
Click Customer Menu on top right : To search with Partial Name or Branch Name or Branch Code
Fig (9)
Now we will get Branch with Customer Inquiry, Customer Transaction and Customer Maintenance
Fig (10)
Under Customer Maintenance Menu we have, Add New Customer, Modify Customer Details, Add/Modify/Delete Customer Branches, Special Customer Prizes, Customer EDI Configuration and Customer Login Configuration.
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Now click in Customer Maintenance Special Customer Price We will get search for Inventory item form to search
Fig (17)
In Stock Category select any one category and click search button
Fig (18)
Click on the button on code column it will goto Item menu (which means that is another module).
Fig (19)
Fig (20)
Now click view button on right column to see the details of iteams
Fig (21) Below there is no history of sales of particular item to that Customer. Below that you can see the Show Moments, Show Usage, Search Outstanding Sales Order, Search Complete Sales Order and Search Outstanding Purchase Order.
Fig (22)
Customer EDI Configuration Click update EDI Configuration to update the details.
Fig (23)
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Fig (25)
Come to Customer Menu and click Create a Counter Sale for this Customer in Customer Transaction
Fig (26)
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Fig (28)
Select any category from category field or type stock code to get the details, below
Fig (29) When u click query entry in top search form it goes to previous page. In above form u have to type quantity you need and click Add to Sale
Fig (30)
Here we have Re-Calculate menu and Process the sale with link (goto iteam details Fig(21)) on iteam code and delete iteam When I Click Process the Site it goes to next page
Fig (31) I am getting error because there is no credit in customer account. (Demo Version)
Fig (32) Allocates Receipts or Credit Notes - No outstanding receipts or credits to be allocated for this customer.
Fig (33)
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Fig (35)
Select Category and click search parts now, you will get below page
Fig (36) Now click on Add Sales Order Add Sales Order Search Customer Branch Namr or Customer Branch Code or Branch Ph No.
Fig (38)
Now click on Branch Column you will get Search Order Item Page Select any one Category and click Use Quick Entry (Before we used search now button)
Fig (40)
Fig (41)
When I Click Entire Delivery Details and Confirm Order, it goes to next page
Fig (42) In above form there are 3 menus (Modify Orer Lines, Place Order and Create Recuring Order). Click Modify Order List its goes to
Fig (43) After Modifying the form and click Entire Delivery Detail and Confirm Order Now Click Create Recurring Order
Fig (44)
Fig (45)
Fig (46) Click Enter New Sales Order For New Sales Order Page you need to search
Fig (47)
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Fig (51)
From Fig(44)
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Fig (57)
Now go to Custermer Menu Click Customer Transaction Inquires from Customer Inqueries Column
Fig (58)
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Fig (61)
Now go to Customer Page and click Print Customer Statement its display print screen. Now click Order Inquires
Fig (62)
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Fig (68)
From below search form u can search for customers by giving the value for Partial Name or partial Code or Phone No. or Address or Type or Area.
Fig (69)
After selecting any customer from the result of search we will get customer page with select one.
Fig (70)