[Music] hello everyone welcome back to another video so today in this video we'll be seeing how to create a custom okay so customers can be found inside sales so when it's sales it becomes customer when it's a purchase module it becomes vendor and so on it changes but the thing is that creation process is same for all so I'll just go to the sales module and show you how to create a customer so we have opened the the sales module and inside the sales module under orders you have the option called customers okay so open
the customer you can see all the previously created customers here which are there in your system okay so we are like we have dect as your interior wood corner and so on so to create a new customer what you have to do is click on the new icon over here and this is how a customer creation form looks like okay so there are two options it can either be an individual ual or a company okay your customer can be an individual or a company so if it's an individual means he belongs to a company see
so if I'm creating a new person Let It Be John and here comes an option called company name so here you have to specify which company this individual belongs to okay so if you are choosing company means you don't have this company name instead you will be naming the company from here itself okay so that's the only difference in individual and Company so here you have indiv ual I'm creating an individual so let it be as I said before John and here I'm choosing the company he belongs to so let it be Gemini Furniture okay
now here is the contact details now all these details came from the parent company okay that individual who belongs to Gemini furniture contact details of this company will be taken uh to the you know creation form okay so here is the contact creation Now here you have have the tax ID you have to specify the tax ID over here and here you have the job position so me mention a job position for the person so let it be sales director here you have the option to provide the phone number for that person you have the
mobile number email website title and tags okay so here you have to specify a website for this person if he has any then you can specify that and also you can give a title that is what you are going to address that person whether it can be a miss Ma Madam mis whatever it is so I'll choose the title as mister and here you can specify the tags for this person so customer tags which is basically used for easy identification of the customer so you have the things like employees prospects Services vendor Consulting Services Whatever
It Is So based on your you know scenario you can choose the tag over here so I'll choose the tag as employees so this can be used to identify this person and also we can filter based on these tags okay so that's the uh tags under the customers now here you have the option to add font tcts and addresses okay so that is at a time you can add multiple contacts for a single customer okay so I'll show you how to do that for that you can add it from here click on add icon and
here comes the contact creation now you have this contact the invoice address the delivery address followup address and other addresses whatever your addresses you can choose so I'm going to create another address okay so I've chosen other address and here you have to give the name of the contact so I'll give John other address okay so this is for us to identify easily I'm naming it as John's other address so here here comes the address this will be of the company and you can change it from here okay by default this will be the address
okay and here you have the email phone mobile and all you can simply save it and close it or else you can save and add a new one so I'm saving and closing it you can see other addresses added now if I want to add again one more address so I'm adding a delivery address for John so I'll put as sorry John's delivery address okay now here also if you don't mention anything means it will take the address of the parent company instead you can change this address so I'm keeping that address as such and
here as the previous step email phone number and mobile number is there you can simply save it and close it see so we have added another address for the person delivery address for the person similarly you can add as much addresses you want that is contact multiple contacts or multiple contact addresses can be added to a single customer okay so you have things like add a contact to corresponding to that person see the contact name the title which should that is what we should address that person as that title can be specified here the job
position of this particular contact which we are mentioning the email phone number and mobile number similarly you have the invoice address the delivery address phup address and other addresses okay these are the addresses which comes under the contacts and addresses section okay next you have a tab which is is called sales and purchase so here you will have to specify all the details regarding sales and purchase corresponding to this particular customer so here you have the sales where you can specify the sales person okay for sales for this customer can be assigned to a particular
salesperson so if you want to do that means you can do that from here so let it be Michelle etman and then you have the payment terms over here okay so you can set a default payment terms for this person whether it's an immediate payment of a 15 days 21 days 30 days 45 days whatever it is you can choose a payment term for this person so if you just put at the field help you can see this payment term will be used instead of the default one for sale owner and customer invoices that is
whenever you if you are mentioning 15 days and you are using this person inside a sale order this payment terms will be taken there in that sale order okay so if you leave it as such means you have the option to change it from this so I'll just put as 45 days and the price list are managed on the parent company as I said before this is an individual and he belongs to the company the price list details alone will be taken from the company okay now then you have the delivery method which is local
delivery okay so whatever the delivery method is you can choose it from here whether it can be a standard delivery post and local delivery whatever it is so by default it comes local delivery so I've taken local delivery so you can see this is the default delivery method used in sale order okay now here if you just take a look at the purchase section you can see the buyer similarly like similar to the sales person we can set a buyer for the purchase module as well corresponding to this customer so that can be done and
then you have the payment terms for the purchase that can be used in here so which will be further used in the purchase order okay then you have the payment method so this is actually the preferred payment method similar to the sales itself you can choose the payment method so see the payment that is the preferred payment method when paying this vendor this is used to filter bills by preferred payment methods to register payments in masss use cases can be create Bank files for batch wires and check runs so this is a payment method simply
a payment method okay that is how you're going to pay so you can choose it from here that is whether it's a manual payment or checks by whatever it is you can set it from here and here comes the receed reminder so that is to automatically send a confirmation email to the customer that is the vendor sorry X days before the expected receipt date asking him to confirm the exact date so this is simply a confirmation email sent to the vendor okay so there'll be a date and that that is there will be an expected
receipt date so on that date or before that date you are sending a confirm mail to that person and he that is the vendor will confirm it and you can you know just confirm that your payment or the receipt date is set okay so that's the receipt reminder if you want that to be enabled you can simply check it here okay and specify how much days before this mail should be sent now you have the point of sale where you can set a bar code for this customer similarly you have the fiscal information where you
can set the fiscal position so this is is basically used for the tax calculation and not okay and here you have the miscellaneous section where you have the reference the website and the SL policies so SLA policies this is for generating the tickets and all so that's the miscellaneous section now you have the accounting section of the customer so here we need not you know apply any accounting because this will take the accounting um you know settings related to the parent company so let's go to the parent company and see how the accounting was done
there okay now we are here under Gemini Furniture you can see the people okay the the contacts which are there you here you have John the one which we created going to the accounting section so here you have the account number the bank and you know send money or formatting all those things okay you can even Add accounts to this bank accounts okay and here you have the accounting entries where you have this account receivable and account payable okay now let's go back to the customer so where is John yes we've chosen that person so
we we were in the accounting section right so accounting and all is taken so we' have chosen the other customer right we'll search for John see this is the person now here under John we have added all those people okay now here's the accounting as I said before this is related to the parent company here you have the internal notes so if you want to write any internal notes that can be written over here here you have the partner assignment where you have the geographical location okay that is the longitude and the latitude now this
will be compute based on the address now here you have certain smart tabs which shows meetings opportunities sales and if you expand the more section you have subscriptions purchases on time rate invoice vendor Bill partner Ledger documents and go to website now once you start using this particular customer in sales purchase subscriptions opportunities everywhere once he involves in all these things the count which is shown in these smart tabs will change okay now you can you have this meetings zero if if this person is initiating a meeting means the meeting count will change similarly if
he does a sale or he's part of a purchase all these things will lead to a change in the which is given in the smart tabs so that's how you basically create a customer so I hope it's clear for you guys thank you so much for watching see you in the next [Music] video
