BBS Knowledge Base | Customer Maintenance

Customer Maintenance

Alice Koh

Last Update 8 months ago

What is Customer Maintenance?

Customer maintenance is the screen where user can manage the customer profile can Add, Edit, Delete for each particular record.

New Customer

1. Click on New Customer.

Data > Customer Maintenance > New Customer

New Customer in Customer Maintenance

2. Fill in customer details such as Name, Title, NRIC and etc. The info with asterisk (*) must be filled. Click Save on top when you are done.

Save Customer Details

3. Customer details has been saved.

Record is Saved

Customer List

1. Click on Customer List.

Data > Customer Maintenance > Customer List

Customer that created will be showed in this listing.

Customer List in Customer Maintenance

2. User may click on View to check or edit customer details.

Note: User can click on New button on top in order to create a new customer. Otherwise, user has to go to Data and select New Customer.

View on New Customer

3. When you view on customer profile, there are 3 buttons on top which included New, Delete and Edit.

a. User can click on New button to create a new customer directly.

b. Besides, user will need to click on Edit so that the user can make any

changes in the details.

c. Also, you may click on Delete in order to delete the current customer

profile.

Edit Customer Details 1.0

4. In customer details, you may add shipping address on customer. Moreover, you may view the sales order history, invoice history and quotation history that have been made.

Edit Customer Details 2.0

5. You may refer back to Sales Order in this manual.

6. You may refer back to Invoice in this manual.

7. You may refer back to Quotation in this manual.

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