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New Customer – Using unique number/ID

To create new customer using some unique number or ID follow below step.

  • – Tap on New Customer on home page.
  • – Tap n Using Unique number/ID
  • – Enter customer name and unique number.  See below for more information about unique number.
  • – Tap on Save. You will get conformation of customer creation.

After new customer is created you will see customer detail information screen. Here you can insert additional information if your have them other wise you can skip this screen.

Here unique number or ID can be any number or code which can be used to identify customer. Example of unique ID can be NI Number or UTI (unique tax identification) in UK, SSL in USA, AADHAR, PAN number in INDIA etc. OR it can be simple a customer number or card number from your previous system.