How to Create Customer?

How to Create Customer?

Step 1: Initiating the Customer Creation Process

  1. Log in to the POMS Application : - Use your assigned username and password to log into the POMS application.
  2. Navigate to the Customer Management Section
            Administration → Management → Customer.




Notes
Note: - To edit an existing customer record, you will need to search for the customer by their contact details or customer code. Once found, select the customer and open it in a new window for editing.
Start a New Customer Entry
  • In the Customer Management section, click on the “New” button to create a new customer record.
    • This will open a new customer entry form where you can enter the required details.





A. General Information -

Step 2: Entering Customer Details


This step is about inputting important information regarding a customer into a system or database. It’s essential that all the fields are filled out accurately to maintain proper records, ensure correct communication, and support business operations like sales, marketing, and customer service.
  1. Basic Information:
    • Customer Code: (If applicable, provide a unique identifier for the customer.)
    • First / Middle / Last Name: Enter the full name of the customer (individual ).
    • Customer Type: Select the appropriate customer type from the available options. ( AMD, AD, Individual, etc )
    • Company: If the customer is a business or organization (not an individual), you would enter the company name here.
    • Salesperson: This refers to the salesperson or representative associated with this customer. If your company tracks the salesperson responsible for handling customer accounts, this would be entered here.
    • Telecaller: The telecaller refers to the person who communicates with the customer through phone calls, especially for sales, support, or promotional purposes. This field could be used if a specific person is responsible for customer outreach.
    • Contact Person: If the customer is a company or business, the contact person is the individual representing the organization. If it's an individual customer, this field may be left blank or used for additional context (e.g., spouse or partner’s name).
    • Contact Person Number: The phone number for the contact person. This is important for communication and follow-up.
  2. Address Details:
    • Billing Address:
      • Address line 1 & 2, Zip Code, City, 
  3. Customer Details:
    • Mobile Number & Email Address. 
  4. Personal Details:
    • Details belongs to customer. 
      • Gender 
      • Date of Birth
      • Marital Status 
      • Date of Anniversary.
  5. Aadhar No:
    • In countries like India, the Aadhar number is a unique 12-digit identification number that links a person’s demographic and biometric data. This is required for certain transactions and services in India.
  6. Allowed Lubricant Sales - This could be a specific field related to the sale of lubricants (perhaps in a vehicle-related business), indicating whether or not the customer is authorized to purchase certain products.
  7. Tax Exempt - Some customers, such as nonprofits or government entities, may be exempt from certain taxes. If this is applicable, you would select or mark this option.
  8. Active - This could refer to whether the customer account is currently active or inactive in the system. If a customer is no longer active, this can help filter or manage communications.
  9. TVS Dealer Code - If the business is related to the automotive sector (e.g., dealing with TVS vehicles or parts), this field might store the dealer code, which uniquely identifies the dealer within a larger network.
  10. DMS COMPANY ID - DMS (Dealer Management System) Company ID could be a unique identifier for businesses within a Dealer Management System, allowing the organization to track and manage their dealer relationships.
After fill all the information kindly save this document. 



B. Financial Details -
Info
This section focuses on the financial aspects of the customer, including their credit information and GST-related details. The process is generally broken down into a few steps: opening the relevant page, entering credit information, and updating GST details. Here’s a step-by-step explanation of each:

Step 1: Open Customer Utility and Go to the Financial Details Page



Step 2: Fill Credit Information

1. Credit Type - The Credit Type refers to the kind of credit arrangement that the customer has with the business.
2. Credit Limit - This is the maximum amount of credit that the customer is allowed to use. The credit limit is often determined based on the customer’s creditworthiness, history, and agreement with the business. It can be set as a specific amount (e.g., ₹100,000) or a range.
3. Company - Enter the name of the customer’s company, if applicable. This helps in identifying which business is tied to the credit arrangement and ensures the correct company is being billed.



Step 3: Update GSTIN Details

Tax Code Number - Enter the customer’s GSTIN (Goods and Services Tax Identification Number) in this field. It’s a unique identifier for the business under the GST system. For example, "29ABCDE1234F1Z5" is a sample GSTIN number.
Tax Code Type - Choose GSTIN from the dropdown or list of available tax code types. For Ex. GSTIN
Effective From Date - The Effective From Date refers to the date from which the GSTIN is valid. Typically, this is the current financial year, which would be the year during which the customer started operating under GST or the date when their GSTIN was issued.


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