Menu: Contacts {"Creating Customers"}

Number Accounting System

Created Oct 22, 2023

Menu: Contacts {"Creating Customers"}

The Contact menu is a fundamental feature designed to manage vital relationships in your business operations. It includes three subsections: Customers, Vendors, and Employees. In the Customers section, you can create and manage customer profiles with detailed information. This data is crucial for maintaining accurate records, generating invoices, and building strong customer relationships. The Contact menu streamlines the process of organizing, tracking, and engaging with your business contacts, ensuring efficient and productive interactions with customers, vendors, and employees.

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Creating Customers

23 Steps

This section allows you to create and manage customer profiles. You can input contact details, address information, payment terms, special tax considerations, bank details, and even set an opening balance if needed. This comprehensive profile serves as the foundation for invoicing and transaction management.

1

Start by navigating to the "Contact" menu in the Number Accounting System.

This menu is where you save the details of your suppliers, customers, and employees.

Start by navigating to the "Contact" menu in the Number Accounting System.
2

Under the Contact menu, select "Customers."

This is the section where you create and manage customer profiles for those who will be purchasing your products or services.

Under the Contact menu, select "Customers."
3

Within the "Customers" section, click on the "Create Customer" option.

This initiates the process of adding a new customer to the system.

Within the "Customers" section, click on the "Create Customer" option.
4

Enter the name of the company or the full name of an individual customer (if they are not a company)

Enter the name of the company or the full name of an individual customer (if they are not a company)
5

Provide the "First Name" of the customer

Provide the "First Name" of the customer
6

Provide the "Last Name" of the customer

Provide the "Last Name" of the customer
7

Enter the customer's contact number.

Enter the customer's contact number.
8

Include the customer's "Email Address"

Include the customer's "Email Address"
9

If the customer has a "Website, you can enter it here

If the customer has a "Website, you can enter it here
10

Provide the street address of the customer, Specify the "Country in which the customer is based

Provide the street address of the customer, Specify the "Country in which the customer is based
11

If applicable, enter the "State" or "Region"

If applicable, enter the "State" or "Region"
12

Indicate the "City" where the customer is located.

Indicate the "City" where the customer is located.
13

Include the postal or "Zip Code".

Include the postal or "Zip Code".
14

If the customer's contact and delivery addresses are the same, simply click "YES" on "Use same address for delivery," and the details will be automatically filled.

If the customer's contact and delivery addresses are the same, simply click "YES" on "Use same address for delivery," and the details will be automatically filled.
15

Choose the agreed "Payment Terms, such as 15 Days Credit, 30 Days Credit, or other specified options, or "Due on Receipt" if no credit limit applies.

Towards the end of the form, you'll find advanced options for the customer profile:

Choose the agreed "Payment Terms, such as 15 Days Credit, 30 Days Credit, or other specified options, or "Due on Receipt" if no credit limit applies.
16

Enter the customer's tax identification number.

Enter the customer's tax identification number.
17

Provide the customer's bank "Bank Account Number".

Provide the customer's bank "Bank Account Number".
18

Provide the customer's bank "Bank Account Name".

Provide the customer's bank "Bank Account Name".
19

Specify the industry to which the customer belongs

Specify the industry to which the customer belongs
20

Include the customer's company registration number.

Include the customer's company registration number.
21

If you are migrating from another system to the Number Accounting System, enter the opening balance. The system will include it as due.

If you are migrating from another system to the Number Accounting System, enter the opening balance. The system will include it as due.
22

After entering all the required details, click the "Create" button to add the customer to your database.

After entering all the required details, click the "Create" button to add the customer to your database.
23

You will be able to see the list of customers in Customers Option. You can edit or delete customer profiles as needed to keep your records up to date.

You will be able to see the list of customers in Customers Option. You can edit or delete customer profiles as needed to keep your records up to date.
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