Difference between revisions of "Client/Customer Registration"

From JUNO Wiki
Jump to: navigation, search
 
Line 1: Line 1:
 
== '''Client/Customer Registration''' ==
 
== '''Client/Customer Registration''' ==
A client/Customer is a company's source of business and revenue.
+
A client/Customer is a company's source of business and revenue.Admin can register the customer/Client using mentioned steps below.
  
 
== '''Roles''' ==
 
== '''Roles''' ==

Latest revision as of 12:11, 21 June 2020

Client/Customer Registration

A client/Customer is a company's source of business and revenue.Admin can register the customer/Client using mentioned steps below.

Roles

Finance Admin

Path

Finance Admin » Market » Add Client

Pre-Requisite

  • Finance policy must be created
  • Finance Admin Role to User

Terminologies Used

  • GSTIN : GSTIN is GST identification number or GST number.

Inputs Needed

  • Customer Details
  • Customer Specialization details
  • Contact Person Details
  • Customer Tax Payer Details
  • Customer Services Details(Including Applicable Tax)

Functionality

  • Able to register New Customer/Client
  • Able to View/Edit Customer Profile
  • Able to Upload Multiple Customer using Excel upload option

Step by step:

1.Add New Customer
Client-Customer Registration.png
Client-Customer Registration1.png
Customer-Client1.png