AXANTA ERP - HELP DOCS
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1.1.5. Customers

 
In Axanta, you can add customers that you deal with in your business. For creating sales transaction like invoices or sales orders, you will have to add customers in your organization.
 
Note: a customer can also be a vendor at the same time. You need not to create two different records one for Customer and other for Vendor.
 
There are two ways of adding customers in Axanta:
Create a Customer.
 
Go to Finance → Common Forms → Customers.
 
1.1.5. Customers
1
Customer Name
1. Customer Name
Name of the customer
2
Address
2. Address
Address Details
3
Contact Details
3. Contact Details
Contact Details
4
Language
4. Language
Preferred language of the Customer/Vendor. Note that based on the language preference, the documents i.e. order, invoice etc. are generated.
5
TIN Number
5. TIN Number
Tax Identification Number.
6
Active/Archive
6. Active/Archive
Toggle button to Archive a customer which is no more usable. Once a customer is archived then it will be no be available for further transactions however, the transactions made previously will be as is and won't be deleted.
 

 

Video demonstration to show how to create a new Customer in Axanta ERP.

 

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