Point-SalesVisitation
  • Sales Visitation
  • FAQ Sales Visitation
  • Glossary Sales Visitation
  • Memulai Sales Visitation
    • Registration
    • Sign In
    • Create Project
    • Create Role Permission
    • Create Branch
    • Create Warehouse
    • Invite User
    • Setting Role Permission
    • Setting Branch
    • Setting Warehouse
    • Create Group Item
    • Create Item
    • Create Pricing Group
    • Create Customer Group
    • Create Customer
    • Setting Target
    • Create Sales Visitation
    • Export Sales Visitation
    • Export Performance Report
    • Check Accumulation Report
  • Registration
  • Sign In
  • Project
    • Create Project
    • Edit Project
    • Delete Project
    • Manage DB
      • Backup And Restore
      • Reset DB Storage
    • Features
      • Update Subscribe Features
      • Unsubscribe Features
    • Manage User
      • Accept User
      • Delete User
  • Profile
    • Update Profile
    • Update Password
  • Reset Password
  • demo sales visitation
    • Demo Point Sales Visitation
      • Create Role Permission
      • Create Branch
      • Create Warehouse
      • Invite User
      • Setting Role Permission
      • Setting Branch
      • Setting Warehouse
      • Create Item Group
      • Create Item
      • Create Pricing Group
      • Setting Price
      • Create Customer Group
      • Create Customer
      • Set Target
      • Create Sales Visitation
      • Export Sales Visitation
      • Export Performance Report
      • Check Accumulation Report
  • master
    • Master User
      • Invite User
      • Role And Permission
        • Create Role Permission
        • Setting Role Permission
        • Edit Role Permission
        • Delete Role Permission
      • BRANCH
        • Create Branch
        • Setting Branch
        • Edit Branch
        • Delete Branch
    • Customer
      • Create Customer By Master
      • Create Customer By Sales Visitation
    • Master Item
      • Create Item Group
      • Create Item
      • Price List
        • Create price list
        • Edit label price list
        • Delete Price List
    • Warehouse
      • Create Warehouse
      • Setting User Pada Warehouse
      • Edit Warehouse
      • Delete warehouse
  • sales visitation
    • Sales Visitation
      • Smartphone
        • Create Sales Visitation
          • Sales Visitation
          • Sales Visitation With Sales
            • Sales Visitation Without DNA
            • Sales Visitation DNA
        • Search Sales Visitation
        • Export Sales Visitation
      • Desktop
        • Create Sales Visitation
          • Sales Visitation
          • Sales Visitation With Sales
            • Sales Visitation Without DNA
            • Sales Visitation With DNA
        • Search Sales Visitation
        • Export Sales Visitation
  • performance report
    • Performance Report
      • Smartphone
        • Set Target By Smartphone
        • Search And Highlight By Smartphone
        • Export By Smartphone
      • Desktop
        • Set Target By PC
        • Search & Highlight By Pc
        • Export By Pc
    • Accumulation Report
      • Check Accumulation Report By Smartphone
      • Check Accumulation Report By Desktop
  • setting default browser
    • Setting Default Browser
      • Oppo
      • Xiaomi
      • Samsung
      • Vivo
      • Realme
      • Iphone
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  1. Memulai Sales Visitation

Create Customer

PreviousCreate Customer GroupNextSetting Target

Last updated 4 years ago

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Berikut Langkah Langkah Create Customer

  1. Login Pada Project

2. Pilih Dan Buka Project

3. Pilih Menu Master

4. Pilih Menu User

5. Klik icon (+) untuk menambahkan customer.

2. Isikan data customer anda. Berikut Penjelasan Kolom Informasi Customer :

No

Kolom

Deskripsi

1

Code

untuk menambahkan kode customer

2

Name

untuk menambahkan nama customer

3

Email

untuk menambahkan email customer

4

Address

untuk menambahkan alamat customer

5

Phone

untuk menamahkan nomor telp customer

3. Kemudian isikan CREDIT LIMIT/LIMIT PIUTANG customer

Fungsi Dari Kolom Credit Limit Piutang :

  1. Untuk memberi batas maximal piutang yang boleh diberikan kepada customer.

  2. Mencegah adanya piutang tak tertagih dari customer yang bisa mengganggu arus kas perusahaan

4.Pada Kolom Pricing Group Tambahkan Kelompok Harga untuk Customer.

  1. untuk mengelompokkan pemberian harga kepada customer sesuai dengan kelompok customer.

  2. untuk menambahkan jenis pricing grup baru melalui fitur.

3. Contoh : Customer PT.CAHAYA BINTANG (Kelompok Dropshipper) dengan harga dropshipper.

5. Pada Kolom Group Tambahkan Group Customer Anda.

  • Berfungsi untuk mengelompokkan customer anda berdasarkan jenis usahanya.

  • Contoh : Customer PT.Cahaya Bintang jenis merupakan perusahaan yang bergerak dalam bidang kuliner maka anda bisa memilih restoran sebagai customer group atau grup lain yang anda butuhkan.

​6. Klik save untuk menyimpan data customer yang telah anda isikan.