Customer
Customer could be any individual or company with whom business or sale transactions takes place.
Create Customer Group
- Log in to “Ease My Production” Software with login credentials.
- Go to Inventory > Masters > Add Customer Group
- On Customer Group List page, click “Add Customer Group” button.
- Fill required details in customer group name. For eg- Tenders, Retail or E-commerce”
- Select status from dropdown active/inactive.
- Click on “Submit”
- Incase you want to make status active/inactive in future, click on customer group, select status from dropdown and click “Update”
Adding Customer
Before adding customer, make sure you have added Customer Group first.
- Log in to “Ease My Production” Software with login credentials.
- Go to Inventory > Masters > Customers.
- On Customers page, add the required details of customer.
- In phone number field, there should be no spaces.
- Incase you do not have GST number, write xxxx 10 times.
- All the fields are mandatory. However, if you wish to change any details in future, you can edit the same.
- Click on “Submit”