Customers

Navigate to Customers#

• Step 1: Access the Partner Management sub-module of the Finance module from the left sidemenu as shown in the fig1 below.
• Step 2: Click on Customers as shown in the fig1 below.

• This displays a list view of Customers.

Filter a Customer#

• Use the Filter button, when clicked, gives you a dropdown where you can specify various parameters for filtering the records:
  • Search string: for filtering records
  • Company: A dropdown list of companies
  • Customer Group
  • Type: A dropdown list of partner groups.
  • Mode - A dropdown list of modes
  • Status: dropdown list of status types.

Create a Customer#

• To create a transfer, hit the New button in the toolbar area and populate the form fields.

• The following are some of the fields that needs to be populated:
  • First Name
  • Last Name
  • Title
  • Date of Birth
  • National ID
  • Gender
• You also need to populate the fields in the following tabs:
  • Address
  • Contact Details
  • Related Parties
  • Documentation
  • Bank Accounts
  • First Rel Manager
  • Profile
  • GL Accounts
• After filling out the forms, hit the Save and Close button.

View a Customer#

• From the list view, click on the ID of the customer to view it

Edit a Customer#

• From the list view, select the customer you want to edit by clicking on a checkbox
• Click the edit button to edit the customer you just selected

• After editing, save the changes.

Delete a Customer#

• From the list view, select the customer you want to delete
• Click on the Delete button to delete the customer

Activate a Customer#

• When you create a customer, it status will be pending
• To activate the newly created customer, search for the customer using the search filter
• Then click the Activate button to activate the customer (it status will change to Active)

Deactivate a Customer#

Only an active customer can be deactivated

• To deactivate an active customer, search for the customer using the search filter
• Then click the Deactivate button to deactivate the customer

Run All Customer#

• Click the run all button

Merge Customers#

Two groups can be merge together

• To merge 2 partner groups into a single group, select the first group by clicking on the radio button
• Then click the ellipsis(…) in the tool bar area, then click the merge button

• Specify the parameters for both;
  • DeleteSource
  • Source
• Hit the execute button