How to get the customer’s list filtered applying various categories using Customer index in ERPCA?


Customer module provides the option to generate the list of customer filtered by department, constitution, group, branch etc. On Same page you can get the list of inactive customer’s and able to update customer’s data like PAN No, GST No, Contact No etc.

Customer Index is basically about sorting and generating the customer details by Name, Customer code, Department, etc. This will certainly help in escaping tedious work of searching about a particular customer and his details.

This video will help you to understand the process of customer’s index.

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This video will help you to understand the process of tagging one or more recurring services with your customer through customer matrix.