Customer - ParaLogicTech/erpnext GitHub Wiki

How to Create a Customer

Home Selling > Customers > Customer

  1. Click on Add Customer button

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  1. Select Customer Type as shown below
  2. Add Customer Name as shown below
  3. Add Reference (if available)
  4. Select Customer Group and Territory.
  5. Add the Customer's DOB and Father/Husband's Name (if available)
  6. In Identification & Tax Id Section, add Customer's CNIC, STN, and NTN (if available) and select the filer status as shown below
  7. In Primary Contact Details, add the Customer's Primary and Secondary contact numbers along with the email ID (if available) as shown below
  8. In Primary Address Details, add the Address line, City, Province, and Company as shown below
  9. Click on the Save button.