Customer Management | Giddh

Setup Guide
- Welcome Guide
- Signing Up for Giddh
- How to create a master/account in Giddh
- How to create the first company
- How to create multiple companies in Giddh
- How to Login Giddh
- Keyboard Shortcuts
Account Settings
- Change Language
- Company Information in Giddh
- Country & Currency
- Add/update company address
- Change the inventory type
- How can I change the number of digits after the decimal
- How can I change the number system in Giddh
- Add a new financial year
- Create/ edit/ and delete tag
- Create/ edit and delete discount
- Add/ Create a warehouse
- Change/ assign address to the warehouse
- Set the default warehouse
Subscription Plans
- What are the different pricing plans of Giddh
- How to check my current subscription plan
- How to upgrade/ downgrade or renew my plan in Giddh
Profile Settings
- Auth Key
- Change Mobile number
- How to check my active session
- Enable 2-way authentication
- Reset Password
- How to switch the company
Dashboard
- Total overdue
- Total Profit & loss data
- Closing balances of all bank accounts linked with Giddh
- Weekly statistics in Giddh
- Ratio analysis of my Finances
- Top creditors/ debtors in Giddh
Customer Management
- How to add a new customer in Giddh
- Edit / Delete Customers
- Download Customer Reports
- How to check customer overdue
Invoice Management
- How to generate sales invoice in Giddh
- How to generate Estimates
- How to Create Credit Note
- How to Customize Invoice Templates
- How to take a print of the invoice in Giddh
- How to adjust the receipt against the invoice?
- How to generate Proforma
- How to Create Debit Note
- How to generate cash invoice
- How to download the invoice
- How to export PDF of bulk invoices/ share them over the email
- How to edit generated sales invoices
- How to edit generated estimates
- How to edit generated proformas
- How to edit generated credit note
- How to edit generated Debit note
- How to edit generated Purchase Order
- How to edit a Purchase Bill
- How can I generate bulk invoices for multiple or single users
Vendor Management
- How to add vendor in Giddh
- How to record purchase bill payments with TDS?
- How to record a Purchase Bill
- How to record the payment and link it with that purchase bill
- How to check Vendor Overdue
- Send Email to vendors
- Enable/ disable column on vendor page
- Download Vendor report
Migrate to Giddh
- How to ‘Import Group’ through excel or CSV
- How to 'import account' through excel or CSV
- How to ‘Import Inventory’ through excel or CSV
- How to ‘Import Trial Balance’ through excel or CSV
- How to 'Import entries' through excel or CSV
Sync with Tally
- Import/Sync your Account Data from Tally to Giddh
Integration
- How to Integrate ICICI bank account with Giddh?
- How to Integrate Payment Gateway with Giddh (Razorpay)
- How to Integrate Email for sending an Invoice
- How to Integrate an E-invoice with Giddh?
- How To Generate E-invoice/E-way Bill Credentials?
- How to Integrate Gmail?
Branch Management
- How to create a branch
- How to change/ add an address of a branch
- How to Switch Branch
- How to transfer Inventory in Branch
Inventory Management
- All about Inventory
- How to add or create inventory in Giddh
- How can I see manufacturing statistics of the product
- Edit/ delete stock in inventory
- Edit/ delete groups in inventory
- Create a unit in inventory
- Edit/ Delete the unit in inventory
- How to create the transfer note
- Where to see Inward/outward and closing stock details
Reports
- How to check the sales register
- How to check the purchase filter
- How to check the ageing report
- Daybook
- Cash flow statements
- Where can I see my monthly columnar report
- Reverse charge report
- Trial balance
- Profit and Loss
- Balance sheet
- stock wise report
- How to download GSTR1 and GSTR3B into excel from Giddh
Expense Management
- Create an expense ledger or account
- How to record cash/ bank expenses
- Record credit expense
Tax Management
- Create/ edit or delete taxes
- Generate an E-way bill
- How to check generated E-way bill
- How to create, and edit TDS and TCS tax in Giddh?
Roles and Permission
- Create a custom role
- Edit the existing custom role
- Share a company with someone or add a user
Nepal
- How to create a master/ account in Giddh (For Nepal)
- How to create the first company (For Nepal)
- How to create multiple companies (For Nepal)
- How to add a vendor in Giddh (For Nepal)
- Enable/ disable column on vendor page (For Nepal)
- Create/edit or delete taxes (For Nepal)
Kuwait
- How to create a master account in Giddh (For Kuwait)
- How to create the first company (For Kuwait)
- How to create multiple companies (For Kuwait)
- How to add a vendor in Giddh (For Kuwait)
- Enable/ disable column on vendor page (For Kuwait)
- Create/edit or delete taxes (For Kuwait)
Oman
- How to create a master account in Giddh (For Oman)
- How to create the first company (For Oman)
- How to create multiple companies (For Oman)
- How to add a vendor in Giddh (For Oman)
- Enable/ disable column on vendor page (For Oman)
- Create/edit or delete taxes (For Oman)
Qatar
- How to create a master account in Giddh (For Qatar)
- How to create the first company (For Qatar)
- How to create multiple companies (For Qatar)
- How to add a vendor in Giddh (For Qatar)
- Enable/ disable column on vendor page (For Qatar)
- Create/edit or delete taxes (For Qatar)
Saudi Arabia
- How to create a master account in Giddh (For Saudi Arabia)
- How to create the first company (For Saudi Arabia)
- How to create multiple companies (For Saudi Arabia)
- How to add a vendor in Giddh (For Saudi Arabia)
- Enable/ disable column on vendor page (For Saudi Arabia)
- Create/edit or delete taxes (For Saudi Arabia)
Australia
- How to create a master account in Giddh (For Australia)
- How to create the first company (For Australia)
- How to create multiple companies (For Australia)
- How to add a vendor in Giddh (For Australia)
- Enable/ disable column on vendor page (For Australia)
- Create/edit or delete taxes (For Australia)
Bahrain
- How to create a master account in Giddh (For Bahrain)
- How to create the first company (For Bahrain)
- How to create multiple companies (For Bahrain)
- How to add a vendor in Giddh (For Bahrain)
- Enable/ disable column on vendor page (For Bahrain)
- Create/edit or delete taxes (For Bahrain)
UK
- How to create a master account in Giddh (For UK)
- How to create the first company (For UK)
- How to create multiple companies (For UK)
- How to add a vendor in Giddh (For UK)
- Enable/ disable column on vendor page (For UK)
- Create/edit or delete taxes (For UK)
UAE
- How to create a master account in Giddh (For UAE)
- How to create the first company (For UAE)
- How to create multiple companies (For UAE)
- How to add a vendor in Giddh (For UAE)
- Enable/ disable column on vendor page (For UAE)
- Create/edit or delete taxes (For UAE)
US
- How to create a master account in Giddh (For US)
- How to create the first company (For US)
- How to create multiple companies (For US)
- How to add a vendor in Giddh (For US)
- Enable/ disable column on vendor page (For US)
- Create/edit or delete taxes (For US)
API Integration
- How to Integrate Signup API?
- How to create a company through API?

Home Customer Management