How to ADD CUSTOMER in ERP NEXT

WORK WITH CUSTOMER & SALES

 

  1. How to ADD CUSTOMER

 

Home > Selling > “Documents” tab > Customer

 


 

 

Click “+” Sign or use “+New” button (Encircled in screen shot above)

 

New form having following field:

 

Compulsory fields are: Full Name, Type, Customer Group & Territory

 

  1. Basic Info
    1. Full name:         Enter company’s full name
    2. Type:             Select type of Company
    3. From lead:        Select Lead (Detail provided below)
    4. Customer Group:    Select Group (Individual/Company/Government

      Organization etc.)

    5. Territory:        Select Territory
  2. More Info
    1. Company        Select your company (In ERP more than one company can

      be setup therefore select proper company which it relates)

    2. Customer Detail    Enter details other than provided
    3. Currency         Enter currency in which company transacts
    4. Price List        Select price list
    5. Taxes and charge    If chargeable to sales tax select master file of sales tax
    6. Credit Days        Enter number of days of credit days
    7. Credit Limits        Enter amount of credit limit
    8. Website        Customer’s website
  3. Sales Team
    1. Sales Partner        Select particular sales Group to which this customer relates
    2. Commission Rate    Enter commission rate
    3. Sales Team Detail
      1. Sales Person    Select particular sales person who brought the customer
      2. Designation    Enter Designation
      3. Contribution %    Commission Percentage
      4. Contribution to Net Total    Autogenerated
      5. Incentive

 

 

 

 

Leads:

 

Leads are thread-wise correspondence through which customer can ask/raise query/information.

 

 

After entering required fields click “Save”

 

New page will open showing Address & Contact number:

Mandatory fields are Address Line 1, City/Town, Country and Phone

 

 

  1. Address Detail
    1. Address Title:        Auto-generated    
    2. Address Type:        Select type – Billing/Shipping/Office/Personal etc.
    3. Address Line 1:    Enter address line 1
    4. Address Line 2:     Enter address line 2
    5. City/Town:        Enter City/Town
    6. State:            Enter State
    7. Pincode:        Enter Pincode/Postal Code
    8. Country:        Select Country
    9. Email id:        Enter Email id
    10. Phone:            Enter Phone
    11. Fax:            Enter Fax

 

  1. Reference (Enter customer’s reference information)
    1. Customer:        Select Customer
    2. Supplier:        Select Supplier
    3. Sales Partner:        Select Sales Partner/Group
    4. Lead:            Select Lead

 

 

  1. Other Option – Customer Details

 

 

Home > Selling > “Documents” tab > Customer > Click Customer

 


 

 


 

  1. Reload: Reload page
  2. Creation/modified by: Show the person who create /modified this customer
  3. Comment: Add Comments
  4. Attachment: Attach any document/picture in customer profile
  5. Assignment: Assign task to user/employee
  6. Linked to: Showing any links with other details
  7. User permission manager: Access granter
  8. Print: Print Customer Detail/Profile
  9. Email: Email to customer
  10. Previous record
  11. Next Record

 

 


 


 

 

 

 

 

 

  1. Module: Go to Main Screen
  2. Form: Show in Form View
  3. List: Show in list view
  4. Report: Show in report view

 

 

  1. Other Option – Customer

 


 


 

  1. Reload: Reload page
  2. New: Add new customer
  3. Filter: Search customer (using criteria option)
  4. Show tag: Shows all customers employee/user tag
  5. Assigned to Me: Show assign
  6. Select All: Click to select all customer
  7. Delete: delete customer while selecting
  8. Import: Import list of customer through Ms. Excel file attachment
  9. User permission manager: Work access
  10. Role permission manager: Permission granter
  11. Option to customize the form view
  12. Help: Show only page help

 

 

 

HELP NOTE:

 

Sales Cycle Generated from leads through which we contact potential customer or customer can be come from reference of other customer, supplier, sales person, relative or walk-in.

 

Potential customer transfer into opportunity for business.

 

Opportunity converted into Quotation. Then Quotation into Sales Order.

 

POS – Point of Sale view is for walk-in customer. Where customers buy item and pay for it. Whereas, bulk item purchaser/customer inquire for Quotation. After approval of quotation from customer, sales order generated.

 

All these are the responsibility of sales staff who is responsible for bring sales in business.

 

 

 

HOW TO MAKE QUOTATION

 

Home > Selling > “Documents” tab > Quotation

 

Click “+” Sign or use “+New” button

 

New form having following field:

 

If Quotation is converted from Opportunity then click “From Opportunity” do not click and continue with Quotation form.

 

  1. Customer
    1. Series:         Default auto-generated serial number of quotation
    2. Quotation to:    Select customer
    3. Customer:    Select name of customer
    4. Date:        Enter date
    5. Order type:    Select sales
  2. Currency and price list
    1. Currency:    Select currency
    2. Price List:    Select standard price list
  3. Item
    1. Click “+ Add new row” to enter item
    2. Item Code:    Select item code from list
    3. Item Name:    Auto-generated
    4. Description:    Auto-generated or can be editable
    5. Quantity:    Enter quantity
    6. Discount%:    Enter % of discount
    7. Rate:        Auto-generated from standard selling item but can be editable
    8. Amount:    Auto-generated
  4. Taxes & Charges
    1. Taxes & Charges:     Select tax and charges master
    2. Type:            Select type on which tax compute
    3. Account head:        Mention account head in which tax liability record
    4. Cost Center:        Select Cost Center
    5. Rate:            Tax %
    6. Amount:        Auto-generated
    7. Total:            Auto-generated
  5. Total
    1. Grand Total        Auto-generated
    2. Rounded total:        Auto-generated
    3. In Words:        Auto-generated
  6. You can also add terms and condition note, contact info and More info
  7. Click SAVE button at top of page

 

Note: Access to prepare and access to submit depand upon role and responsibilities fixed by the Administrator of ERP. Once document submitted it cannot be deleting without higher authority approval.

 

SALES ORDER

 

Same process used in preparing and submitting “Sales Order

 

 

HOW TO PREPARE SALES INVOICE:

 

If sales invoice is linked with Sales Order then click “From Sales Order” and save and submit the form to record sales transaction. If sales invoice is not linked then use following steps to enter sales invoice:

 

Home > Selling > “Documents” tab > Quotation

 

Click “+” Sign or use “+New” button

 

New form having following field:

 

If Quotation is converted from Opportunity then click “From Opportunity” do not click and continue with Quotation form.

 

  1. Customer
    1. Series:         Default auto-generated serial number of sales invoice
    2. Customer:    Select name of customer
    3. Mode of Payment: Select mode of payment
    4. Is POS:    Tick only for walk in customer and fill payment section at Sr. 6
    5. Date:        Enter Sales invoice date
    6. Payment Due date:    Enter payment due date
  2. Currency and price list
    1. Currency:    Select currency
    2. Price List:    Select standard price list
  3. Item
    1. Click “+ Add new row” to enter item
    2. Bar code:     Select Bar Code Series (if applicable)
    3. Item :        Select item from list
    4. Item Name:    Auto-generated
    5. Description:    Auto-generated or can be editable
    6. Quantity:    Enter quantity
    7. Discount%:    Enter % of discount
    8. Rate:        Auto-generated from standard selling can not be editable. It can only

      edit from standard selling option

    9. Amount:    Auto-generated
    10. Accounting:    
      1. Income Account:    Auto-filled
      2. Expense Account:    Auto-filled
      3. Cost Center:        Select cost center (Main, QC, Sentry, Robinson)
    11. Warehouse and references:     Shows available quantity in hand
  4. Taxes & Charges
    1. Taxes & Charges:     Select tax and charges master
    2. Type:            Select type on which tax compute
    3. Account head:        Mention account head in which tax liability record
    4. Cost Center:        Select Cost Center
    5. Rate:            Tax %
    6. Amount:        Auto-generated
    7. Total:            Auto-generated
  5. Total
    1. Grand Total        Auto-generated
    2. Rounded total:        Auto-generated
    3. In Words:        Auto-generated
  6. Advances:
    1. If customer has already given advance against sale then click “Get Advance Received”. Remaining field will be auto-filed. Otherwise leave it.
  7. Click SAVE button at top of page
  8. Click SUBMIT button at top of page to record the transaction.
Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s