Video Guide #
Detail Guide #
Adding Customer #
- Goto Contacts -> Customer
- Click on add new contact. Select contact type – Customer
- Based on the contact type selected – it will show the relevant fields. Fill in the relevant details.
- Click on More More Information button to see more field.
- Pay Terms: This will help the system to notify you of any pending payments for suppliers & customers. You can specify pay term in either days or months.
- Customer Group: Read details here.
- Credit Limit: This is the maximum amount of credit that can be given to the customer. If in any sales the credit exceeds this amount then it won’t allow selling on credit.
- Opening Balance: Opening balance of a customer or supplier before you start using UltimatePOS. So if there is any previous balance you can add here.
