Unlock Efficiency with SigzenERP - Customer and Supplier Creation Guide
Discover how SigzenERP simplifies the creation, updating, and management of customers and suppliers. This video provides expert insights and practical tips to streamline your data management, optimize your business operations, enhance data accuracy, and improve relationships with your business partners. Whether you're a business professional or an ERP enthusiast, this guide is packed with valuable information to help you achieve better results. Watch now to transform your business with the power of advanced ERP solutions!
In This Tutorial, You'll Learn:
Creating a Customer
Navigate to Customer List: Click on "Add Customer."
Quick Entry Dialog Box: Fill in the mandatory details to create the customer.
Optionally, click on "Edit Full Form" to complete the entire form.
Customer Form: Enter the customer's name, territory, and customer type. Define grouping if needed.
Additional Details: Add market segment, industry, and website information.
Save Customer: Click "Save" to finalize the customer details.
Add Contacts and Addresses:
Click "New Address" to add billing and shipping addresses.
Click "New Contact" to add contact details with multiple emails and phone numbers.
Creating a Supplier
Navigate to Supplier List: Click on "Add Supplier."
Quick Entry Dialog Box: Fill in the mandatory details to create the supplier.
Optionally, click on "Edit Full Form" to complete the entire form.
Supplier Form: Enter the supplier's name, territory, and supplier type. Define grouping if needed.
Additional Details: Capture supplier details and website information.
Save Supplier: Click "Save" to finalize the supplier details.
Add Contacts and Addresses:
Click "New Address" to add billing and shipping addresses.
Click "New Contact" to add contact details with multiple emails and phone numbers.
Streamline Your Workflow
By following these steps, you can effectively create and manage both customers and suppliers in SigzenERP, enhancing your business operations.
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17 окт 2024
