How to Add a New Customer

How to Add a New Customer in Futex ERP

Adding a new customer in Futex ERP helps you manage sales, invoices, receivables, and CRM activities efficiently. Follow the steps below:

1. Login to Futex ERP dashboard.
2. Go to Services Module → Click on Customers.
3. Press the Add New Customer button to open the customer registration form.
4. Select Customer Type Like Individual or Organization, some basic info & click Save button.
5. add some other Enter Basic Information.
6. Click Save to create the customer profile.

The customer is now successfully added and ready for transactions like quotations, sales orders, and invoices.