Learn how to create and manage customer profiles in PackWares CMS. Customer profiles store essential information including contact details, business terms, credit limits, and banking information.

Creating a New Customer

Follow these steps to add a new customer to your PackWares CMS system.

Step 1: Open Add Customer Form

Click the Add Customer button to open the customer creation form.

Step 2: Enter Customer Name

Enter the customer's company or business name. This is a required field.

Step 3: Add Contact Name (Optional)

Enter the primary contact person's name. This field is optional but recommended for better communication.

Step 4: Enter Email Address (Optional)

Provide the customer's email address for correspondence and notifications.

Example: user@example.com

Step 5: Add Phone Number (Optional)

Enter the customer's phone number for direct communication.

Example: 986541256

Step 6: Enter Business Address

Provide the customer's complete business address. This is important for shipping and billing purposes.

Configuring Business Terms

Step 7: Open Business Terms Section

Click on the Business Terms tab to configure payment and credit terms. You can complete this section now or return to it later.

Step 8: Set Credit Exposure Limit

Enter the maximum credit exposure limit for this customer. This represents the total outstanding amount the customer can have at any given time.

Tip: Setting appropriate credit limits helps manage financial risk and ensures healthy cash flow.

Step 9: Complete Additional Business Terms

Fill in any additional business terms and conditions. These can be customized based on your agreement with the customer.

Note: This section can be updated at any time based on your business requirements and convenience.

Tax & Banking Information

Step 10: Add Tax & Banking Details

Click on the Tax & Banking tab to add tax identification and banking information for this customer.

Saving Your Customer

Step 11: Save Customer Profile

Once you've entered all required information, click Save Customer to create the customer profile.

What's Next?

After creating a customer profile, you can:

Create deals and quotations for this customer
View customer transaction history
Update customer information anytime
Manage customer-specific pricing and terms

Customer Management