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Customer

CUSTOMER​

note

To go back to the Search screen, click Customer next to Welcome at the top-right corner of the page.

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Customer Code is auto-generated or manually entered based on client setup. Contact IT for changes.

1.1 Add Customer​

Add a Customer - Step-by-Step

Step 1: Reach the Customer Section

  • From the main Side menu, click on "Marketing," then go to "Masters," and finally choose "Customer." This will open the Customer Search page.

Step 2: Adding a Customer

  • On the top right of the Customer Search page, you'll see an "Add Customer" button. Click this button.

Step 3: Fill in details

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All fields with a (*) are mandatory, so remember to fill them all.

  • The Add Customer page will open. Here, provide the following:
  • Customer Legal Name: [Text Field] (Mandatory) Enter the customer's registered/legal name.
  • Customer Trade Name: [Text Field] (Mandatory) Enter the name the customer trades/does business under.
  • Customer Type: [Dropdown] Pick the type. (To include a new value, add it to the "COMPANY_TYPE" section on the Master Category screen.)
  • Tax ID: [Text Field] Enter the Tax ID.
  • Customer Code: [Text Field] Add a unique customer code. (This code will be used in reports.)
  • Status: [Dropdown] (Mandatory) Select the status.
  • Bank: [Dropdown] Select the bank from the list.
  • If TCS Applicable: [Dropdown] (Mandatory) Select either "Yes" or "No".
    • Yes: TCS field will be visible on the Invoice screen.
    • No: TCS field will not be visible on the Invoice screen.

Step 4: Save or Clear

  • Save: To retain the information, select "Submit." This will add the customer and redirect to editing mode -> Refer 1.3 (Edit Customer).
  • Clear: Click "Clear" to erase all information and begin anew. (Note: this action is irreversible.)

Step 5: Going Back

  • If you change your mind and don't want to add a customer, click "Cancel." This takes you back to the Customer Search page.

1.2 Search Customer​

Search a Customer - Step-by-Step

Step 1: Start Searching
On the Customer Search page, you can search in different ways:

  • By Name: Type the customer name.
  • By Code: Type the customer code.
  • For All: If you don't have a specific name or code, just click "Search" to see all customers.

Step 2: See the Results
After clicking "Search," you'll see:

  • If you search by name or code, you'll find the matching customer(s).
  • If you didn't search, you'll see a list of all customers.

1.3 Edit Customer​

Edit a Customer - Step-by-Step

Step 1: Find Customer to Edit

Step 2: Start Editing

  • On the Customer Search page, enter the customer name or code.
  • Click "Search" to find the customer you want to edit.

Step 3: Edit Details

  • Click "View/Edit" next to the matching customer. This opens the Edit Customer page.

Step 4: Update Info

  • On the Edit Customer page, you can update the following:
    • Customer Legal Name
    • Customer Trade Name
    • Customer Type
    • Tax ID
    • Customer Code

Step 5: Manage Plants for the Customer

  • Once a customer is saved, an "Add Plant" button appears at the top-right of the Edit Customer page. Click it to add a new plant/facility for this customer.
  • Below the customer details, the "List of Plants" tab lists every plant already linked to this customer, showing:
    • Plant Code: the plant's unique code.
    • Plant/Facility Name: the plant/facility's name.
    • Vendor Code: the vendor code associated with that plant.
  • Click "View/Edit" next to any row to open that plant record. (See the Plant master doc for details on the plant fields themselves.)

That's it! You've now learned how to ADD, SEARCH, and EDIT a Customer using the DMeX app. If you need help, please contact the support team.