Difference between revisions of "Client/Customer Registration"

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== '''Client/Customer Registration''' ==
 
== '''Client/Customer Registration''' ==
 +
A client/Customer is a company's source of business and revenue.
  
 
== '''Roles''' ==
 
== '''Roles''' ==
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== '''Inputs Needed''' ==
 
== '''Inputs Needed''' ==
 +
* Customer Details
 +
* Customer Specialization details
 +
* Contact Person Details
 +
* Customer Tax Payer Details
 +
* Customer Services Details(Including Applicable Tax)
  
 
== '''Step by step:''' ==
 
== '''Step by step:''' ==
[[File:Client-Customer Registration.png|border|center|frameless|796x796px]]
+
1.Add New Customer[[File:Client-Customer Registration.png|border|center|frameless|796x796px]]
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[[File:Client-Customer Registration1.png|border|center|frameless|796x796px]]
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[[File:Customer-Client1.png|border|center|frameless|803x803px]]

Revision as of 10:23, 21 June 2020

Client/Customer Registration

A client/Customer is a company's source of business and revenue.

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)

Step by step:

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