For better tracking, customer record(s) should be saved in the system with their complete details.

1. On the menu, click Maintenance and select Customers.

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A. Creating a customer record(s) one at a time

1. On the Action section (left side), click the Create New button.

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2. Input each customer record with their information, especially those field marked with *.

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3. Input the Address Information.

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4. Input Other Information.

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5. After filling out all the fields, don’t forget to add a contact person. Click Add Contact Person and input all the necessary details of that contact person.

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6. Once done, click the Save button. Repeat the process for the other customers.

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B. Creating customer record(s) by batch upload

If you have a number of customer records that needs to be set up, it’s better to use this way of importing.

1. On the Action section (left side), click the Import Excel button.

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2. Click the Download Template button. Make sure to follow the template to match with the system.

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3. Open the Excel templates, fill up the fields, and save on your computer.

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Note: Make sure that the Customer Codes match in the three templates for a specific Customer.

4. Go back to the system, click Select File and select the Excel file you saved.

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5. Wait for the file to upload.

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6. Click Save once done.

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