How to View, Add, Edit, Delete Customers and Manage Credit Limits, Due Reports, and Deposits

Managing customer information is crucial for maintaining accurate records and ensuring smooth business operations. Follow these steps to manage customer details, credit limits, due reports, and deposits:

1. Go to the User Module
   Navigate to the User Module in your system, where you can access customer-related functions.

2. Customer List
   In the User Module, go to the Customer List section. This will display all the customers currently in your system.

3. Click the Add New Customer Button
   To add a new customer, click the Add New Customer button. This will open a form where you can input the customer’s details.

   

4. Fill in the Customer Details

   • Required Fields: Ensure you fill in all the fields marked with a star, (*) as they are essential for creating a new customer record.

   • Customer Information: Enter all relevant information such as the customer’s name, contact details, and address. Once you’ve completed the form, click the Add User button to save the new customer.

     

5. Change Credit Limit
   To adjust a customer’s credit limit, locate the Credit Limit field in their customer profile. Enter the new credit limit value and click the Update button in the Action button menu to save the changes.

   

6. Edit or Delete Customer

   • Edit Customer: To update any customer information, click the Action button next to the customer’s name and select Edit.

   • Delete Customer: If you need to remove a customer from the system, click Delete in the Action menu and confirm the deletion.

7. View/Edit/Clear Due Reports
   You can view, edit, or clear due reports for any customer by clicking the Action button and selecting View/Edit/Clear Due Reports. This will allow you to track the customer’s outstanding dues and manage them accordingly.

8. Add/View/Edit Deposits
   To manage deposits:

   • Add a Deposit: Click the Action button and select Add Deposit to record a deposit made by the customer.

   • View/Edit a Deposit: You can also view or edit existing deposits by selecting View/Edit Deposit in the Action menu.

9. Delete User
   If necessary, you can also delete a customer by clicking the Action button and selecting Delete, which will permanently remove the customer from the system.