CONTENTS #

1. Customer Entry
2. Customer Search
3. Customer Transactions
4. Printouts

1. CUSTOMER ENTRY

To add new customers, follow the steps below:

1. Go to the “Customers” category from the main menu.
2. Select the “Entry” subcategory.
3. Fill in all the required details for the new customer, such as name, address, phone and other required information.
4. When you have filled in all the necessary details, click the “Save” button to save the new customer to the system.

2. CUSTOMER SEARCH

To search for customers in your system, follow the steps below:

1. Select the “Customers” category from the main menu.
2. Then, select the “Search” subcategory.
3. Fill in the search criteria you want, such as the customer’s name, address, phone and other details.
4. After filling in the search filters, click the “Apply Filters” button.
5. The customer results that match the search criteria you set will be displayed.

4. PRINTOUTS

4a Customer balances

To view your customers’ balances from the “Printouts” category, follow the steps below:

1. Select the “Printouts” category from the main menu.
2. Then, look for the “Customer Balances” option on the left side of the screen and select it.
3. Fill in the filters you want, such as the customer’s name.
4. Click the “Apply Filters” button to see the results of your customers’ balances based on the criteria you set.

4b Customer cards

Through the “Customers” category and the “Printouts” subcategory, you have the ability to discover your customers’ cards.

Within the customer cards, you can explore in detail the transactions of each customer. You will have access to information such as the invoices issued for them, with the corresponding dates and amounts. In addition, you will be able to see the customer’s balances.