Customer - Add, Edit, Deactivate

TABLE OF CONTENTS

• How to Add a new customer
• How to Edit an existing customer
• How to Deactivate an existing customer

In this article, we will cover:

• How to Add a new customer
• How to Edit an existing customer
• How to Deactivate an existing customer
  
  

How to Add a new customer

To create a new Customer in Asaan Retail:

Step-1: Log in to the Asaan Retail portal.

Step-2: Hover your cursor to the flyout menu on the right > click the Sales tab > Click on the Customers tab from the dropdown menu. 

Or you can access Customers by typing Customers in the search bar on the top.

Step 3: In the new window dedicated to the customers' management, Click +New Customer on the top-left corner. A new pop-up window will appear like the one below:

Step 5: Enter all the details in relevant fields like:

• Name: The name of the customer                                              
• Category: The category in which the customer belongs. If a category is already created then the customer can be tagged to it, else a new category can be created by pressing the “+” button besides the category dropdown.
• Email: Customer’s email address.                      
• Phone: Customer’s contact number.
• Balance Type (Payable or Receivable; If you want to collect an amount from the customer it will be declared Receivable. Else, If you have to pay the customer, it will be declared Payable).
• Billing Address
  • Billing Address Line 1: The line number 1 of the customer billing address
  • Billing Address Line 2: The line number 2 of the customer billing address
  • Billing Address Line 3: The line number 3 of the customer billing address
  • Billing Address Line 4: The line number 4 of the customer billing address
  • Billing City: The customer billing city                                       
  • Billing State: The customer billing state                                     
  • Billing Country: The customer billing country                                        
• Shipping Address
  • Shipping Address Line 1: The line number 1 of the customer shipping address
  • Shipping Address Line 2: The line number 2 of the customer shipping address
  • Shipping Address Line 3: The line number 3 of the customer shipping address
  • Shipping Address Line 4: The line number 4 of the customer shipping address
  • Shipping City: The customer shipping city                                             
  • Shipping State: The customer shipping state
  • Shipping Country: The customer shipping country                                              

(Check "Same as billing" to auto-fill, if the shipping address is the same as the billing address).

Step 6: Click Add & your new customer will be listed in the customer profile.

How to Edit an existing customer

You can edit your Customers by:

Step 1: Click on the customer name or any other attribute, a popup window will open.

Step 2: Click on the Edit tab (on the top-left corner of the pop-up window) to change or alter Customer attributes. 

Step 3: Make necessary changes. For example, change the Customer Name and Category

Step 4: Click the Save Changes button on the bottom-left corner of the pop-up window. Your changes will be saved and appear in the Customer profile.

How to Deactivate an existing customer

In the Edit window, You can also turn your Customer Status from Active to Inactive or vice versa.