How to open a customer in Easy Account Software

To open a customer in Easy Account Software, follow these steps:

1. Click on Masters > Customers.

2. The Customers form will appear. It shows all the customers that you have entered in the software.

3. There are filtering options at the top of the form to filter the customer list by name, location, phone number, and mobile number.

4. To open a specific customer, double-click on their name in the list.

5. The Customer Details form will appear. This form shows all of the customer’s information, including their contact information, shipping address, and billing address.

6. To edit the customer’s information, click on the Pencil icon in the top right corner of the form.

7. To delete the customer, click on the Red Cross icon in the top right corner of the form.

Important: You can only delete a customer if there are no transactions associated with them.

By clicking the green color “New” button in the above form you can create new customer. The customer form is like figure below

How to create a new customer in Easy Account Software

To create a new customer in Easy Account Software, follow these steps:

1. Click on the green New button in the Customers form.

2. The Customer form will appear.

3. Enter the customer’s details, including their name, contact information, shipping address, and billing address.

4. The Customer Name field is mandatory and must be unique.

5. Once you have entered all of the customer’s details, click on the Save button to add the new custom

Additional

• The Code/Alias field is optional, but it can be useful for identifying customers quickly and easily.

• The Country field is required, but you can select any country from the list.

• The Address, PIN Code, and Details fields are also optional, but you may want to enter this information if you have it.

• The Location field is used to store the customer’s shipping address. If you do not need to track shipping addresses, you can leave this field blank.

• The Routes field is used to store the customer’s delivery routes. This field is only relevant if you are using Easy Account Software to track deliveries.

• The Assets field is used to store the customer’s assets, such as inventory or equipment. This field is only relevant if you are using Easy Account Software to track assets.

• The Opening balance, Dr, and Remarks fields are used to track the customer’s account balance and any outstanding transactions. You do not need to enter any information in these fields when creating a new customer.

• The Opening Date field is used to store the date when the customer’s account was opened. This field is automatically populated with the current date when you create a new customer.

• The Billwise field is used to indicate whether the customer’s transactions should be billed individually or on a summary basis. If you are unsure which option to choose, select Billwise.

• The TRN field is used to store the customer’s tax registration number. This field is only required in certain countries.

• The Contact person, Salesman, and Mobile fields are optional, but you may want to enter this information if you have it.

• The Branch Code field is used to store the customer’s branch code. This field is only relevant if you are using Easy Account Software to manage multiple branches.

• The Customer Group field is used to classify the customer. You can create different customer groups based on their size, industry, or other criteria.

• The Fax, days, Credit Amount, Credit Limit, Active (Live), Verified, Current Balance, Dr, Payment Mode, System Default, and Images fields are not relevant when creating a new customer.