CUSTOMER MANAGEMENT

Here your entire Client Management will be taken care.

Create new customer
Create new customer To add new customer, click on "Customer" Menu. As shown in below screen. After Clicking on Add Customer you will be redi...
Wed, 8 Nov, 2023 5:45 PM
Create Customer Group
Create Customer Group: Customer groups can be made for the customers with same department, same family members etc. This will help in getting the requ...
Mon, 30 Oct, 2023 5:31 PM
EDIT / DELETE CUSTOMER
To edit customer click on "Customer" menu followed by a click on the edit button at the left bottom of screen. Now, the customer details are ready...
Mon, 30 Oct, 2023 5:46 PM
CUSTOMER FILE MANAGEMENT
In Chartered Accountant Practice "Customer Management" is totally different than other practices. Here, one customer can have multiple identity fo...
Mon, 30 Oct, 2023 6:53 PM
How to get the customer list filter by Department, Group wise & don't have PAN, GST No etc in ERPCA?
Customer Index: Customer Index is basically about sorting the customer details by Name, File number and by department of particular customer. This will ce...
Mon, 30 Oct, 2023 6:53 PM
IMPORT CUSTOMER
Import Customer: In Import Customer Data, we can directly import the data of all relative customers as branch wise or in default branch in excel sheet...
Mon, 30 Oct, 2023 6:53 PM
Maintain customer work matrix
Customer Matrix: Customer matrix is the newly added revolutionary feature in ERPCA. Here you just have to click on the provided list of the work categ...
Tue, 31 Oct, 2023 11:17 AM
Import customer groups
Customer Group Import:  You can create multiple groups just by one click. From main menu "Customers ---> Customer Group ---> Import Custome...
Wed, 8 Nov, 2023 5:38 PM
Access customer profile
Customer Profile: For this Navigate to "Customers --- > Customer name ---> Profile" tab. You can edit / delete the customer profile an...
Wed, 25 Oct, 2023 7:37 PM
CUSTOMER LISTING
Customer Listing: In this 3 type of customer listing you can easily edit, delete customer record. Below are the way to view all customers: 1. Direct...
Wed, 8 Nov, 2023 5:59 PM