PINPOINT
  • SALES VISITATION
  • FAQ SALES VISITATION
  • GLOSSARY SALES VISITATION
  • MEMULAI SALES VISITATION
    • Registration
    • Sign In
    • Create Project Sales Visitation
    • Create Role Permission
    • Create Branch
    • Create Warehouse
    • Invite User
    • Setting Role Permission
    • Setting Branch
    • Setting User Pada Warehouse
    • Create Item Group
    • Create Item
    • Create price list
    • Setting Price List
    • Create Customer By PC
    • Set Target
    • Create Sales Visitation
    • Export Sales Visitation
    • Export Performance Report
    • Check Accumulation Report
  • REGISTRATION
  • SIGN IN
  • PROJECT
    • Create Project PIN POINT
    • Edit Project
    • Delete Project
    • MANAGE USER
      • Accept User
      • Delete User
  • PROFILE
    • Update Profile
    • Update Password
  • RESET PASSWORD
  • demo kpi
    • Demo Point Sales Visitation
      • Create Role Permission
      • Create Branch
      • Create Warehouse
      • Invite User
      • Setting Role Permission
      • Setting Branch
      • Setting Warehouse
      • Create Item Group
      • Create Item
      • Create Pricing Group
      • Setting Price
      • Create Customer Group
      • Create Customer
      • Set Target
      • Create Sales Visitation
      • Export Sales Visitation
      • Export Performance Report
      • Check Accumulation Report
  • DATA MASTER
    • MASTER USER
      • INVITE USER
      • ROLE AND PERMISSION
        • Create Role Permission
        • Setting Role Permission
        • Edit Role Permission
        • Delete Role Permission
      • BRANCH
        • Create Branch
        • Setting Branch
        • Edit Branch
        • Delete Branch
    • CUSTOMER
      • Create Customer By Master Customer
        • Create Customer By PC
        • Create Customer By Mobile
      • Create Customer By Sales Visitation
        • Create Customer By PC
        • Create Sales Visitation Mobile
    • ITEM
      • Create Item
      • Create Item Group
      • Price List
        • Create price list
        • Edit label price list
        • Delete Price List
    • WAREHOUSE
      • Create Warehouse
      • Setting User Pada Warehouse
      • Edit Warehouse
      • Delete warehouse
  • SALES VISITATION
    • SALES VISITATION
      • SALES VISITATION BY PC
        • CREATE SALES VISITATION
          • CREATE SALES VISITATION WITH SALES
            • Sales Visitation With DNA
            • Sales Without DNA
          • SALES VISITATION WITHOUT SALES
        • SEARCH SALES VISITATION BY PC
        • EXPORT SALES VISITATION BY PC
      • SALES VISITATION BY SMARTPHONE
        • CREATE SALES VISITATION
          • CREATE SALES VISITATION WITH SALES
            • CREATE SALES VISITATION WITH DNA
            • CREATE SALES VISITATION WITHOUT DNA
          • CREATE SALES VISITATION WITHOUT SALES
        • SEARCH SALES VISITATION BY SMARTPHONE
        • EXPORT SALES VISITATION BY SMARTPHONE
  • PERFORMANCE REPORT
    • PERFORMANCE REPORT
      • PERFORMANCE REPORT BY SMARTPHONE
        • EXPORT BY SMARTPHONE
        • SEARCH & HIGHLIGT BY SMARTPHONE
        • SET TARGET BY SMARTPHONE
      • PERFORMANCE REPORT BY PC
        • EXPORT BY PC
        • SEARCH & HIGHLIGT BY PC
        • SET TARGET BY PC
  • ACCUMULATION REPORT
    • ACCUMULATION REPORT
      • ACCUMULATION REPORT BY SMARTPHONE
      • ACCUMULATION REPORT BY PC
  • ATTANDANCE
    • ATTANDANCE
      • CREATE SCHEDULE
        • CREATE BRANCH
        • CREATE EMPLOYEE
        • CREATE SHIFT
        • CREATE SCHEDULE
  • DROP PIN
    • DROP PIN
      • SIGN PIN POINT
      • DROP PIN
      • SEND REPORT DROP PIN
  • New Data
  • Create New Interest Reason
  • Create No Interest Reason
  • Create Similiar Product
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  1. DATA MASTER
  2. CUSTOMER
  3. Create Customer By Master Customer

Create Customer By PC

PreviousCreate Customer By Master CustomerNextCreate Customer By Mobile

Last updated 4 years ago

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BERIKUT LANGKAH LANGKAH UNTUK MENAMBAHKAN CUSTOMER BY PC :

  1. Klik icon (+) untuk menambahkan data customer baru.

2. Kemudian isikan data customer anda. Berikut Penjelasan Kolom Informasi Customer :

Nama Kolom

Fungsi

Rules

Code

Menambahkan Kode Customer

1 Kode = 1 Customer

Name

Menambahkan Nama Customer

Email

Menambahkan Email Customer

Address

Menambahkan Alamat Domisili Customer

Phone

Menambahkan Nomor Telp Customer

3. Kemudian isikan CREDIT LIMIT/LIMIT PIUTANG customer

Fungsi Dari Kolom Credit Limit Piutang :

  1. Untuk memberi batas maximal piutang yang boleh diberikan kepada customer.

  2. Mencegah adanya piutang tak tertagih dari customer yang bisa mengganggu arus kas perusahaan

4.Pada Kolom Pricing Group Tambahkan Kelompok Harga untuk Customer.

  1. untuk mengelompokkan pemberian harga kepada customer sesuai dengan kelompok customer.

  2. untuk menambahkan jenis pricing grup baru melalui fitur.

3. Contoh : Customer PT.CAHAYA BINTANG (Kelompok Dropshipper) dengan harga dropshipper.

5. Pada Kolom Group Tambahkan Group Customer Anda.

  • Berfungsi untuk mengelompokkan customer anda berdasarkan jenis usahanya.

  • Contoh : Customer PT.Cahaya Bintang jenis merupakan perusahaan yang bergerak dalam bidang kuliner maka anda bisa memilih restoran sebagai customer group atau grup lain yang anda butuhkan.

​6. Klik save untuk menyimpan data customer yang telah anda isikan.