Customer
16 articles
- Creating District, City or CountryWhen entering new customer data, you may need to add a district, city, or country that hasn't been previously coded in…
- Editing the AR Account Linked to a CustomerTo ensure accurate account management, you may need to edit the receivables account (AR) linked to a customer.
- Editing or Unlinking a Customer from a SalespersonIf your sales representatives move between branches frequently, you may need to reassign customers to different…
- Creating a New CustomerCreating customers allows you to track all financial transactions related to each customer, such as invoices, payments…
- Linking a Salesperson with a Specific CustomerLinking salespersons to specific customers helps build stronger relationships, leading to improved customer…
- Deleting a CustomerIf a customer was mistakenly added and no related transactions have been made, you can easily delete them to prevent…
- Deactivating a CustomerIf you’ve stopped dealing with a specific customer, you can deactivate their account to prevent any accidental…
- Activating a CustomerIf a customer was deactivated for a period of time and you now need to use their account again, you can easily…
- Recording the Customer’s Mobile Number According to Their CountryWhen adding a new customer, make sure to select the correct country code first so the mobile number is entered…
- Setting a Customer Credit LimitWhen selling products to customers on credit, you may need to set a credit limit for each customer to control the…
- Adding a Discount for a CustomerYou can add a fixed discount for a specific customer based on a special pricing agreement or customer type, so it is…
- Adding a Tax registration ID for a Customer or Supplier“Edara” allows you to record customers’ and suppliers’ legal data, such as the Tax registration ID, to make it easier…
- Importing an Excel File with Customer NamesImporting customer names and data in bulk using an Excel file is one of the most time-saving features in “Edara.”
- Controlling the Customer CodeTo ensure the accuracy of customer data, facilitate searches, and prevent duplicate codes, you can control the customer…
- Adding Address Details in the Customer Import TemplateTo enhance the customer import process and ensure proper data organization, you can now add detailed customer address…
- Setting the Default Country for the Customer’s Mobile NumberYou can set a default country for the customer’s mobile number so it appears automatically when creating a new…