Customers
Last updated
Last updated
In P4 Books, you can add customers that you deal with in your business.
For creating sales transaction like invoices or sales orders, you will have to add customers in your organization. For creating purchase transactions like bills and purchase orders, you’ll have to add vendors.
There are three ways of adding customers in P4 Books:
Create from Customer creation page
Create from Sales Quote Screen
Import Customers/Vendors
Create from Customer and Vendor creation page
To create a new customer:
Go to Master Data >Sales > Customers.
Click the + Data Entry button in top right corner of the page and select New.
Enter the details of your customer.
Select the Currency they deal in. (USD unless you have added additional Currencies.
You can add other details such as their Billing Address and Shipping Address.
After entering all the details, you are done the data is Auto Saved.
