Navigation: Pos Backend → Customers → Customers
Customers are managed in this section. The customer details table displays the overview of the customers.
Note: Customers can only be deactivated, cannot be deleted.
Click "Create Customer" button to create a new customer and fill in the required details.
Basic Info: Basic information of the customer.
Residence Address: Residence address of the customer.
Company Details: Company details of the customer.
Credit Details: Credit details of the customer.
Credit Limit: Maximum credit limit of the customer.
Opening Credit Balance: While creating the customer, if he/she already owes some amount of money. This amount is recorded here as opening credit balance.
Click "View" button to see the detailed information about a customer.
Click "Transactions" button. Sale transactions related to a customer are listed here. Click the "Export" button to export the Customer-wise transaction report.
Customer credit and debit information are managed here. Customer credit and debit amount can be adjusted by clicking "Add" button.
Note: If the customer outstanding is in minus (-), you have to pay to the customer or if it is in plus (+), the customer have to pay you.
Type: Select the transaction type from the dropdown.
Credit: Credit given to the customer.
Payment: Payment received from the customer.
Amount: Enter the amount.
Payment Method: Choose the mode of payment from the dropdown.
Notes: Reference notes for the transaction.
Customer Item Sales
All items bought by a customer are listed here. Click the "Export" button to export the Customer Item Sales report.
Updated on: 23/02/2023