By adding a customer in Giddh, you create a ledger for them and their name starts showing in the list of customers on the Sales invoice. A new customer can also be added while creating a sales invoice.
To add a customer in Giddh, follow these steps:
Go to All Modules and click on the Customer link. You will be taken to the Customer page.
Click on the New Customer button given at the top right corner of the grid.
Provide the necessary details in the entry form that opens on screen:
Select Group: Add the customer in a group. If you have not created any groups so far, you can assign the customer to the Sundry Debtors group, which comes pre-created in the software.
Account Name: Provide a name to the Customer’s account. This is generally their registered name.
Country: This is the country to which the customer belongs to. Choose one from the dropdown list.
Currency: Choose the customer’s preferred currency.
Opening Balance: This amount can be the amount owed to or by the customer. For example, if the customer owes you Rs 1000, enter the amount and click on the Dr button.
Address: This can be the customer’s head office, branch office or any other address. You can add multiple addresses for a customer. You can also provide the following:
Contact: You can enter the following information that will be used on invoices:
Others: This option covers three fields.
Account Unique Name to identify the customer in case of another similar name. If you do not provide it, the software automatically generates a unique name.
Balance for Trigger is the debit or credit amount beyond which the system will send an alert email to the administrator. This feature works only when the trigger is configured.
Description is information about the customer for internal users.
Save: Click on the Save button to store this information.
A confirmation message is displayed on screen.
Note: Fields marked with a red asterisk sign are mandatory.
Add a customer while creating an invoice
Go to All Modules and click on Sales Invoice.
Enter a name in the Customer Name field. If the customer does not exist, click on the Add Customer button (appears only after you enter at least a letter in the field) or using the keyboard shortcut Alt + C.
An entry form opens on screen. Enter the details of the customer in it and Save the information. Now their name will show in the Customer Name field.