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TASBooks - Customer records and groups

The customer records hold specific information about each customer such as their address, telephone number, contact name and credit limit. You can add and edit information in the customer record at any time.

You can also divide your customers into groups, using any criteria which suits your business, such as location or type of business.

Create a new customer record

  1. Click Sales, then click Customers, then click Maintain Customers.
  2. Enter a Customer Code and Name.
  3. Enter the details for the record.
  4. Click Save, then click Yes.

Edit a customer record

  1. Click Sales, then click Customers, then click Maintain Customers.
  2. Click Customer Code, then select the relevant customer.
  3. Make the required changes to the required fields.
  4. Click Save, then click Yes.

Create a customer group

  1. Click Sales, then click Customers, then click Maintain Customer Groups.
  2. Enter a code and description for the new group.
  3. Click Save, then click Yes.

Add customers to a group

  1. Click Sales, then click Customers, then click Maintain Customers.
  2. Click Customer Code, then select the relevant customer.
  3. Click Miscellaneous, then click Group.
  4. Click the required group, then click Select.
  5. Click Save, then click Yes.