Overview - Customers/Suppliers

This page provides a detailed guide on how to manage clients, including customers and suppliers, within AstraERP. The provided interface allows users to add, edit, and organize client information efficiently.

General Buttons:

• Print: Print the list of clients.
• Export: Export the client list to a file (typically in Excel or CSV format).
• Add New: Add a new client to the system.

Actions

• Edit: Modify the client's details.
• Locations: Manage the client's locations.
• Add Sub Clients: Add sub-clients under the main client.
• Merge: Combine two or more clients into one.
• Delete: Remove the client from the system.

Detailed Steps for Common Actions

1. Adding a New Client:

   • Click the Add New button.
   • Fill in the required fields such as name, category, email, and mobile number.
   • Select whether the client is a customer, supplier, or both.
   • Save the new client information.

2. Editing Client Information:

   • Find the client you want to edit in the client list table.
   • Click the Edit button (pencil icon) next to the client's name.
   • Update the necessary information in the provided form.
   • Save the changes.

3. Adding Sub Clients:

   • Click the More... button next to the client.
   • Select Add Sub Clients from the dropdown menu.
   • Enter the sub-client's details and associate them with the main client.
   • Save the sub-client information.

4. Merging Clients:

   • Click the More... button next to one of the clients you want to merge.
   • Select Merge from the dropdown menu.
   • Choose the other client(s) to merge.
   • Confirm the merge action.

5. Additional Tips

• Filtering: Use the checkboxes to quickly filter the list to show only customers or suppliers, making it easier to manage large datasets.
• Client Upload - Import client data from an external file in Excel format