Customer creation directly from Invoice without adding in Master in RetailGraph Software

Make customer directly from Sales Invoice without adding in Master

How to make customer directly from Sales Invoice without adding in Master.


Now in the latest version of RetailGraph you can enter customer phone number and name in the column and save the bill, that Customer’s master will get auto create in the software. 


This process is very usefull for those business people who has rush counter and don’t have time to create customer the time of billing. 


To execute the process you need go to  START button- Masters- Others- Transaction series.


Now you need to edit the Sales invoice series in which you make your sales bills. (i.e- Sales invoice A) To edit click on the Series name and click on the top button EDIT.


Transaction series


A window will open as shown in the image below. 

Auto add customer with mobile no


You need to check mark the  “Auto add customer with mobile no.”  and click on the  SAVE button. 


Now you can directly open sales invoice and in the name column type phone number and click enter and then type his name. 


name


customer name

Now once you are finished with the product insertion click on the save button, Your bill will get save and the customers master will auto create in the masters. Later you can insert more details of this customer in masters by editing customer name. 






      • Related Articles

      • How to make customer directly from Sales Invoice without adding in Master

        How to make customer directly from Sales Invoice without adding in Master. Now in the latest version of RetailGraph you can enter customer phone number and name in the column and save the bill, that Customer’s master will get auto create in the ...
      • Modify Customer Name In Sales Bill

        How to modify customer name while creating Sales Bill in SwilERP (RetailGraph) If your Sales Bill needs to be corrected in a customer name, you can use the Alt+F2 keys to make the necessary changes in the customer name. In this article, we will ...
      • Create Sales Invoice

        How to Create Sales Invoice in SwilERP What is a Sales invoice? A Sales Invoice is a Bill that a Vendor creates for customers against which the customers make the payment. A Sales invoice is an accounting transaction that serves as a record of sales ...
      • Create Sales Invoice in SwilERP (RetailGraph)

        How to Generate Sales Invoice in SwilERP (RetailGraph) Software A Sales Invoice is a formal document issued by a vendor to customers for products or services rendered. In SwilERP, users can generate sales invoices from the sales menu, containing ...
      • Process of Counter Sales Entry

        How to Create Counter Sales Entries in SwilERP (RetailGraph) Counter Sales Definition Counter sales representatives help users to attend to the walk-in customers at the time of billing. Multiple Sales Entries can be generated in a single menu by ...