Customer details can be imported.
First Name: First name of the customer.
Last Name: Last name of the customer.
Email: Valid email id of the respective customer.
Date Of Birth: DOB of the customer.
Gender: Gender of the customer.
Phone Number: Valid phone number of the customer.
Group: Enter the respective group under which you want the customer to be categorized.
Code: Unique code for the customer using which you can filter easily at the time of sale.
Address: Residence address of the customer.
TRN: Tax Registration Number of the customer if they belong to any company.
Company Name: Company details of the customer.
Credit Limit: Maximum credit limit of the customer.
Opening Credit Balance: If he/she already owes some amount of money. This amount is recorded here as opening credit balance.
Note: Columns names marked with RED colour in Download Sample XL sheet are mandatory fields.
Updated on: 17/12/2021