Adding Customer

Video Guide #

Detail Guide #

Adding Customer #

1. Goto Contacts -> Customer
2. 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.