Add New Customer Details - Sales
Easybis Team
26 steps
2 minutes
1
Sign in with your user ID and Password .
2
Click "Sales & Marketing"
3
Before adding customer you need to add "customer type" , for that Click "Settings"
4
Click "Customer"
5
Click "Customer Type"
6
Click "Add New"
7
Click "Customer Type Code"
8
Click "Add Cancel"
9
Click "Settings"
10
Click "Customer"
11
Click the "customer details"
12
Click "Add New"
13
Select the customer type
14
After selecting the customer type you need to fill the customer details like customer billing name , Primary mail ID ,Secondary mail ID
15
Also fill the registered mobile number , messenger number . You can also add photo of the customer by click on the box
16
You can add attachment by click the box
17
Select the start date and the status of the customer .
18
Click "Next"
19
Here you need to fill the personal details of the customer like Applicant name , Father / Spouse name , DOB , Age , Aadhar number , Pan Number
20
Also you need to fill the existing business , nature of the business , area of operation , area of population , owned vehicle , years of experience .
21
If you click edit on the existing business :
22
You can add new existing business
23
After filling all the required fields Click "Next"
24
Next you need to fill the billing details like dock name , Billing Route Name , Billing customer type , secondary route .
25
Also you need to fill the Branch depot warehouse , Billing delivery route , Billing Customer Bill Desk
26
After filling all the details Click "Add" . Your customer details is added successfully .
Add New Customer Details - Sales
Easybis Team
26 steps
2 minutes
1
Sign in with your user ID and Password .
2
Click "Sales & Marketing"
3
Before adding customer you need to add "customer type" , for that Click "Settings"
4
Click "Customer"
5
Click "Customer Type"
6
Click "Add New"
7
Click "Customer Type Code"
8
Click "Add Cancel"
9
Click "Settings"
10
Click "Customer"
11
Click the "customer details"
12
Click "Add New"
13
Select the customer type
14
After selecting the customer type you need to fill the customer details like customer billing name , Primary mail ID ,Secondary mail ID
15
Also fill the registered mobile number , messenger number . You can also add photo of the customer by click on the box
16
You can add attachment by click the box
17
Select the start date and the status of the customer .
18
Click "Next"
19
Here you need to fill the personal details of the customer like Applicant name , Father / Spouse name , DOB , Age , Aadhar number , Pan Number
20
Also you need to fill the existing business , nature of the business , area of operation , area of population , owned vehicle , years of experience .
21
If you click edit on the existing business :
22
You can add new existing business
23
After filling all the required fields Click "Next"
24
Next you need to fill the billing details like dock name , Billing Route Name , Billing customer type , secondary route .
25
Also you need to fill the Branch depot warehouse , Billing delivery route , Billing Customer Bill Desk
26
After filling all the details Click "Add" . Your customer details is added successfully .
