Customer - ParaLogicTech/erpnext GitHub Wiki
How to Create a Customer
Home Selling > Customers > Customer
- Click on Add Customer button
- Select Customer Type as shown below
- Add Customer Name as shown below
- Add Reference (if available)
- Select Customer Group and Territory.
- Add the Customer's DOB and Father/Husband's Name (if available)
- In Identification & Tax Id Section, add Customer's CNIC, STN, and NTN (if available) and select the filer status as shown below
- In Primary Contact Details, add the Customer's Primary and Secondary contact numbers along with the email ID (if available) as shown below
- In Primary Address Details, add the Address line, City, Province, and Company as shown below
- Click on the Save button.