View Customers details & approval status
View Customers details & approval status
Dealer Manual > View Customers details & approval status
Click on Customers from drawer and go to Customer’s screen
Click on profile to view customer setting screen
You can view and edit details in customer settings screen :-
Customer’s name, email, phone
Change customer type to CASH or CREDIT
Account details ( opening bal., advance deposits)
Credit details ( discount settings, maximum credit limit., credit bill period)
Tax settings (TDS/TCS) (last/current fin. year toggle button)
Customer settings (verify customer, customer agreement status, cash reimbursement, blacklist customer)