Table of Contents
Introduction #
Managing customer details efficiently is crucial for streamlined sales operations. This article provides a comprehensive guide on how to create and manage customer details in the Cosmic ERP Accounting module.
Prerequisites #
There are no specific prerequisites required to create a customer.
Steps to Create a Customer #
Basic Information #
- Login to Cosmic ERP
- Enter your credentials and click on the login button.
- Navigate to Accounting System
- Once logged in, locate and click on the Accounting System from the main menu.
- Access Sales
- In the Accounting System, find and click on the ‘Sales’ option.
- Select Customer
- Click on the ‘Customer’ option within the Sales section.
- Create a New Customer
- Click on the create button (represented by a ‘+’ icon) to initiate the creation of a new customer.
- Enter Customer Details
- Name: Type in the customer’s name.
- Contact: Input the customer’s contact number.
- Email: Provide the customer’s email address.
- Tax Number: Enter the customer’s tax identification number.
- CR Number: Input the customer’s commercial registration (CR) number.
Billing Address #
- Enter Billing Address Details
- Name: Type in the billing contact’s name.
- Phone: Input the billing contact’s phone number.
- Address: Provide the billing address.
- City: Enter the city of the billing address.
- State: Input the state of the billing address.
- Country: Select the country of the billing address.
- Zip Code: Enter the postal code for the billing address.
- Shipping Address
- If the shipping address is the same as the billing address, click on the ‘Shipping same as billing’ option.
- Create Customer
- Once all information is entered, click on the ‘create’ button to finalize and save the customer details.
Conclusion #
Creating a customer in Cosmic ERP Accounting module is a straightforward process that ensures all customer details are accurately recorded and managed. Following these steps will help you maintain clear and precise customer records.
