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How to create Customer in Marg Books ?

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Ans.1

Note: Initially, the user must enable the customer module.

  • Firstly, click on 'Master > Other Master > Customer.

  • The user will click on 'Create' button.

The user will enter the customer details as follows:

a. Mobile No.: Enter the customer's mobile number.

b. ID: Enter customer identity number.

c. Name: Enter customer name.

d. Gender: Enter customer gender.

e. Age: Enter customer age.

f. Ledger: select the name of the ledger. If the billing is done in cash, select ‘Cash Account’ and if billing is done with ‘name of Customer’, select Ledger name.

g. Address: Enter the Address of the customer.

h. Pin No: Enter Pin No.

i. Email ID: Enter the email id of the customer.

g. WhatsApp No.: Enter customer WhatsApp No.

Then, Place a tick mark next to the 'More' option.

  • The user can enter 'Other Details' of customer as per the requirement.
  • Then, click on 'Save' button.

After following the above steps, the user can view Customer will get created in Marg Books.


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