How to add New Customer Profile in ESRP?

Step 1: Go to “Business Partners” and click on “Customers”

add customer profile, esrp

Step 2: Write down “Customer Code” and “Customer Name”

customer code and description, esrp

Step 3: Select “Customer Type” from drop down. If want to assign a new type that is not listed, Click on “Type” and you will be redirected to “Customer Type Setup”. Write down “Code” and Description and click “Save”.

customer type, esrp

Step 4: Fill out necessary information, Address, Contact Person, Phone No., CNIC, NTN, Cell No., Fax,  Email, etc. Fields are not mandatory so you can fill the information you have, and skip other fields.

customer address and details, esrp

Step 5: You can set credit terms and credit limits for each customer.

customer credit term, esrp

Step 6: If you are maintaining chart of accounts, You can assign a specific accounts code to each customer to maintain your assets account. Click on mirror icon before “Account Code” and search for your customer account in COA.

customer account code, chart of accounts, esrp

Step 7: Put an “Opening Balance” for the customer. If it’s a new customer, Put a Numeric “Zero”.

customer opening balance, esrp

Step 8: Check “Active” box and click “Save”.

active customer, esrp

Step 9: You may add a specific shipping address to a customer other than his billing address. Click on mirror icon before “Customer Code”, Select the customer from list.

customer list, esrp

Step 10: Click on “Shipping At” tab and you will be redirected to “Shipping address form”.

customer shipping address, esrp

Step 11: Fill in the form and Click “Save”.

customer shipping details, esrp

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