Customer

Register Process

1. Press [ Settings ] mark of [ Top menu > Masters List ] display.
2. Select the [ Customer ] master.
3. Register new with the (+) icon.
4. Register below information. Fields marked with red star are required.
   • • Customer code
     • Customer Name
     • Person In Charge Of Customer
     • Person In Charge
       • • Select from drop-down
     • Client Schedule
       • • Select the [ Client Schedule ] from the drop-down.
           The contents registered in the [ Client Schedule Master ] will be displayed.
     • URL
     • Email
       • • To register multiple E-mails under single Person in charge,
           select "Person In Charge" tab of top & push ( Add ) button.
     • Postal Code
     • Address 1 , Address 2
     • TEL
     • Fax
     • Credit Limit
     • Internal Credit Limit
     • Customer Category
5. Save information
   • • Please press [ Save ] the registration is completed and displayed on the list screen.
6. When we finished it, this information will be displayed below.
   you will be able to select and Enter this.
   • • It will show at Product and Material registration pages.
     • For Example, it will show in [ Product menu > Basic information > Customer ].
7. Edit this information
   • • we can Edit information in [ Details ].

Features

Delete data      

To delete, 
Select the checkboxes and click the [ Delete ] icon at the top right of the screen. 
Notice : Once deleted, it cannot be restored.

Sorting by Rank

we can order your data according to the rank number.
Give the [ Rank ] to the items.

Sorting in order

Arranging data (ordering data in an increasing or decreasing ) into meaningful order so that you can analyse it more effectively.

Refine Search

We can refine our search for registered items from the left menu.

Required Fields

Fields marked with red star are required.

Active Flags

Default is ON, if you want to hide it , turn off this Active Flag.