How to Create a Client

Introduction #

Managing client accounts is crucial for maintaining business relationships and providing access to relevant information. This guide will walk you through the steps required to create a new client in the Cosmic ERP User Management module.

Prerequisites #

There are no prerequisites for creating a client in Cosmic ERP.

Steps to Create a Client #

1. Login to Cosmic ERP
   • Enter your credentials and click on the login button.
2. Navigate to User Management
   • Once logged in, locate and click on ‘User Management’ from the main menu.
3. Access Client Section
   • In the User Management module, click on ‘Client’.
4. Initiate Client Creation
   • Click on the ‘+’ icon to start creating a new client.
5. Enter Client Details
   • Client Name: Enter the name of the new client.
   • Client Email: Enter the email address of the new client.
6. Enable Login for Client
   • Click on the ‘login is enable’ toggle button to enable login for the new client.
7. Set Client Password
   • Enter a password for the new client.
8. Save the New Client
   • Click on the ‘create’ button to save the new client details.

Conclusion #

Creating a new client in Cosmic ERP allows you to manage client accounts effectively and ensure they have the necessary access to relevant information. By following these steps, you can add new clients and provide them with login credentials to interact with your ERP system.