How to add Customers in BizzApp.io ERP | Sales Tutorial
In this video, you will learn how to add customers in BizzApp.io ERP Software.If you run a business in Customer Management is the most important part of your sales system. In BizzApp.io, you can add Customers detail.
Step 1: Login to BizzApp.io
Open your browser and go to BizzApp.io
Enter your Email / Username and Password
Click on Login to open your Dashboard
Step 2: Open Sales Module
From the left side menu / Main Dashboard, click on Sales
Sales Module will open with all sales-related options
Step 3: Go to Customers
In the Sales Module, click on Customers
You will see the list of all existing customers
Step 4: Click on Add New Customer
On the top right side, click on + Add New
A new Customer Form will open
Step 5: Enter Customer Type
Select Customer Type: Individual or Company / Business
If Company, enter Company Name
Step 6: Enter Basic Details
Customer Name: Enter full name
Phone Number: Enter mobile number
Email: Enter email address
Step 7: Enter Address Details
Address: Enter complete shop
City: Select / Enter city
Country: Select Pakistan / Your Country
Step 8: Enter Financial Details
Credit Limit: Set credit limit (Example: 50,000)
Opening Balance: Enter previous balance if any
Payment Terms: Select Cash / Credit / 30 Days
Step 9: Save the Customer
After filling all details, click on Save buttonYour customer will be saved successfully
Step 10: Verify Customer in List
Go back to Sales > Customers
Search the customer by Name or Phone Number
Your new customer will show in the list