In certain industries (e.g., optical lenses and eyewear), salespersons may collect an prepaid deposit from customers, with the remaining balance due upon delivery. This process requires configuring Credit Customer in the system.
Using the Quick add popup in “Edara”, you can efficiently and accurately input customer data, saving time and ensuring precision.
This article provides a step-by-step guide for registering a credit customer with ease.
Creating a Credit Customer via Quick Add Popup
This process involves two main steps:
Step 1: Creating a Default Account for Customers
To register a credit customer through the Quick Registration screen, you must add a default AR account in the system:
Go to Settings.
Open the “Module Settings” page.
Add a default AR account in the “Default AR account for Customers” field.
Click “Save”.
Step 2: Registering a Credit Customer
Ensure you have the required permissions for the relevant pages, then follow these steps:
Go to the Sales module.
Open the “Sales Order” page.
Click the “+” icon in the customer field.
Select “More Options”.
Enter the customer details.
Choose “Credit” as the payment type.
Click “Save”.
If you encounter any challenges or have any questions during these processes, you can contact our technical support team, which is ready to assist you.