To add a customer in the customer master you need to:


  • Go to Order -> Customers
  • Click on Add Customer Button
  • In the Add Customer Dialog enter the following mandatory details:
    • Name - The name by which you want to identify the customer.
    • State - Customer address state
    • Pincode - The customer address Pincode 
  • Click on the Save button to save the customer in the system.

So you may be wondering what are the other fields in the form. These are non-mandatory fields:

  • Description - Specify the description/note for the customer.
  • Phone - The customer contact number. 
  • Email - The customer email id. You need to specify this to send out an invoice to the customer.
  • Address - The address of the customer. 
  • City - The city of the customer
  • GSTIN - GSTIN identifier of the customer