Pro Customers

Adding New Customer

To add a Customer:

1. Click on the Gear icon in the system header. Select "Maintenance", then select “Customers”. The Manage Customers page will be displayed.
2. Click “Options” button, then select “Add New Customer”.
3. Add New Customer form will be displayed. Fill it out:
   1. Customer Code – accepts alphanumeric, max of 15 characters
   2. Customer Name – accepts alphanumeric, special character, max of 100 characters
   3. Email – for customer email address, special character max of 50
   4. Address – for customer address, accepts alphanumeric, max of 200 characters
   5. City/Province – accepts alphanumeric, max of 200 characters
   6. Business Type – for business type (Corporation, Individual) selection
   7. TIN – for customer TIN no., numeric entry.
   8. Payment Terms – accepts numeric entry, max of 5 characters
   9. Contact Number – numeric entry, can input multiple contact numbers to be separated by comma
4. After filling-out the form, click “Save” button to store new account details. Otherwise, click “Exit”, to discard entries and exit the form.

Importing Customers

To add new Customers by batch:

1. Click on the Gear icon in the system header. Select "Maintenance", then select “Customers”. The Chart of Accounts will be displayed.
2. Click “Options” button, then select “Import Customers”. Import Customers pop-up window will be displayed.
3. Download the sample template by clicking the “here” link, and open the downloaded file.
4. On the downloaded template, fill-out the information needed for each columns of the template:
   • Sample filled-out Import Customer template
     
5. After filling out the form, save it on your computer and upload it back to the system, then back to the Import Customer pop-up window, click “Import”. Imported customers will be displayed in the Customer list.

Viewing, Editing, Deleting Customer

User can view, edit, delete accounts by clicking the corresponding function’s link in Customer list-specific account dropdown menu list.

Exporting Customers

User can export the chart of accounts by clicking “Options” button, then click “Export Customers”.