Adding New Customers

'Add New Customer' Tab

  1. Adding New Customers: To add a new customer, click the '+ Add New Customer' button. Fill in all the necessary fields in the new customer form, including essential contact details and financial information.
  2. Credit Assessment: For customers with non-cash transactions and payment terms, perform a credit check and upload the assessment document to the customer's profile, if applicable.

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Overview of Customer Management
Customer Information Management