How to create customer

Posted2025-01-31

Updated2025-03-06

Byadmin

Step 1: Access the Customer Menu

Open the Master menu on the left-hand side.
Click on Customer to access the Customer Management section.

Step 2: Open the Add New Form

Click the Add New (+) button at the top-right corner of the screen.
The Customer Information form will appear.

Step 3: Fill in Customer Information

Tab: Information

Enter the basic customer details:

Customer Code: Enter a unique customer code (e.g., “C001”).
Prefix Code: Provide a prefix code for the customer.
Customer Name: Enter the customer’s name (e.g., “ABC Corp.”).
Customer Name (Thai): Enter the Thai name for the customer (optional).
Short Name: Add a short name or abbreviation (optional).
Register Date: Select the registration date.
Customer Type: Select the type of customer from the dropdown menu.
Payment Term: Choose the payment term for the customer.
Pay Type: Select the payment type (e.g., cash, credit).
Incoterm: Choose the incoterm for delivery.
Shipment Via: Select the shipment method (e.g., air, sea).
Customer Group: Assign the customer to a group.
Price Including VAT: Check this box if prices include VAT.

Step 4: Add Branch Details (Optional)

Tab: Branch

Click on the Branch tab.
Click the Add (+) button to open the Customer Detail Information form.
Fill in the details as follows:

Information Tab:

Plant Name: Enter the plant name.
Establishment: Select the type of branch.
Branch No: Provide a branch number.
Branch Name: Enter the branch name.
TAX No.: Enter the tax number for the branch.
VAT: Select the VAT type.
Currency: Choose the branch’s currency.
Port: Select the port (if applicable).
Send by Email: Check this box if documents will be sent via email.
Default: Check this box if this is the main branch.

Address Tab:

Enter address details (Address 1, Address 2, Address 3).
Select the country (Country).
Add Email, Tel, Fax, and Mobile if applicable.

Contact Tab:

Provide the Contact Name, Position, Phone, and Email.

Click OK to save the branch details.

Step 5: Configure Additional Settings

Tab: Setting

Open the Setting tab.
Enable or disable settings as needed, such as Branch, Shipment Via, Incoterm, Port, etc.

Tab: Account

Open the Account tab.
Enter the following details:
- Cust. Account Code: Provide the customer’s account code.
- VAT Account Group: Select the VAT account group.
- WHT: Choose the withholding tax (WHT) type.
- Sales Account: Select the sales account.

Step 6: Save the Customer

Once all required fields are filled, click the Save button at the top-right corner of the form.
The customer status will change to Active.

Step 7: Verify the Customer

The newly added customer will now appear in the Customer list.
You can search for the customer to verify the details.

Category	Description
Company	Used to set up customer company information, including company name, address, tax ID, and other relevant business details.
Division	Used to define different divisions within the company, such as Sales, Production, and Finance, to structure the organization and manage access control.
Position	Used to manage employee job positions within the organization, such as Manager, Supervisor, and Staff, which may affect document approval workflows.
Cost Center	Used to define cost centers to allocate expenses by department, project, or function, ensuring accurate budgeting and cost analysis.
Responsible	Used to assign responsible personnel for specific processes or modules, such as accounting, purchasing, or production. It may be linked to approval workflows.
Working Calendar	Used to set up the company’s working schedule, including working days, working hours, shifts, and holidays.
Non-Working	Used to specify non-working days, such as public holidays, company holidays, or special leave days, ensuring accurate workday calculations.
Currency	Used to set up currencies used in the system, such as THB (Baht), USD (US Dollar), and EUR (Euro), along with related exchange rates.
Exchange Rate	Used to import or update exchange rates from sources like the Bank of Thailand (BOT) through Excel file import or API integration.
TAX	Used to configure tax-related settings, such as withholding tax rates, tax rules, and compliance with business tax regulations.
VAT	Used to define VAT (Value Added Tax) calculations, including VAT rates (e.g., 7%), VAT exemptions, and tax breakdowns.
BOI	Used to set up tax and investment privileges from the Board of Investment (BOI), including corporate tax exemptions and import duty reductions.
Additional Charge	Used to define additional charges such as shipping fees, insurance costs, bank fees, or any extra costs associated with orders.
Item Condition	Used to classify item conditions, such as new, used, defective, or repackaged items, which may affect pricing or quality control.
Item Type	Used to categorize items into groups such as raw materials, finished goods, semi-finished goods, or service items.
Location Type	Used to define types of storage locations, such as the main warehouse, secondary warehouse, receiving area, or distribution center.
Order Type	Used to define different types of orders, such as Job Order (work orders), Purchase Order (orders from suppliers), Remark (orders with special conditions or notes), and Delivery Order (orders for product delivery). Not Sure!!
Running No.	Used to configure automatic document numbering, such as invoice numbers, purchase order numbers, and tax invoice numbers, based on predefined formats.
Running Lot No.	Used to generate lot numbers for products, enabling efficient tracking of items through production and inventory management.
Approve Route	Used to configure document approval workflows, such as purchase order approvals, quotation approvals, and other approval processes.
Mail	Used to configure email notifications for system alert users, such as order confirmations, approval status updates, or inventory alerts.
Screen Label	Used to define labels for system screens, such as renaming buttons, field names, or customizing language settings.
Class List	Used to classify data types such as product categories, customer types, supplier categories, or cost groups for better data organization.
System Config	Used to configure system settings such as date formats, currency units, security policies, and general system behavior. Not Sure!!
Password Policy	Used to manage password policies, including minimum length, complexity requirements and security compliance.
User Group	Used to define user roles, such as Admin, General User, Accounting, or Sales, with different access rights to system modules. It also allows managing permissions for viewing, adding, editing, deleting, printing, and performing special actions on specific screens within the system.
User	Used to manage user accounts, including creating new users, assigning roles, resetting passwords, and disabling inactive accounts.

Customer

How to create customer

Step 1: Access the Customer Menu

Step 2: Open the Add New Form

Step 3: Fill in Customer Information

Tab: Information

Step 4: Add Branch Details (Optional)

Tab: Branch

Step 5: Configure Additional Settings

Tab: Setting

Tab: Account

Step 6: Save the Customer

Step 7: Verify the Customer

Settings detail:

Information details