3.2 Customer Maintenance Applet

Please complete the steps from Chapter 3.1 before reading this page.

To gain a complete understanding of all the functionalities in the Customer Maintenance Applet, refer to the Applets Documentation - Customer Maintenance Applet. This section will specifically highlight the components crucial for the E-Invoice module..

As part of the E-Invoice module, the Customer Maintenance Applet plays a critical role in efficiently managing customer information and interactions. This applet is essential for handling customer-related tasks, thereby enhancing overall efficiency in financial operations.

3.2 Access the Customer Maintenance Applet

Go into Customer Maintenance Applet
Navigate to the main Customer listing page, (the first icon in the side menu bar)

3.2.1 Customer Listing

The Customer Listing page offers a comprehensive way for users to manage customer data efficiently.

From this page, users can:

Create new customer entries
Update existing customer data

3.2.2 Create Customer

To create a new customer

Navigate to the customer listing page and click the '+' button to start creating a new customer.
Enter customer details on the Main Tab by inputting the customer name. The customer code will either auto-generate or can be manually entered based on your preference.
Add an address in the Address Tab, and designate it as the default e-invoice address if needed.

More details on the fields in the Main Tab are explained in the Customer Maintenance Applet

Some fields in the main tab will be auto-filled in the e-invoice tab.

3.2 Customer Maintenance Applet﻿

3.2 Access the Customer Maintenance Applet﻿

3.2.1 Customer Listing﻿

3.2.2 Create Customer﻿

To create a new customer﻿

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3.2 Customer Maintenance Applet

3.2 Access the Customer Maintenance Applet

3.2.1 Customer Listing

3.2.2 Create Customer

To create a new customer