# Setup Retail Customers
**YouTube:** [How to Set Up a Retail Customer?](https://youtu.be/5Kxol-p3B7M)
## How to Set Up a Retail Customer?
This tutorial explains how to **set up a new Retail Customer in Logic ERP**. It covers creating customers from the setup window, configuring default settings, entering detailed information, and quickly adding customers during billing. This ensures efficient customer management and improved sales operations.
***
### **Objective of Retail Customer Setup**
* Maintain **organized customer records**
* Capture detailed **personal and contact information**
* Enable quick customer creation during billing
* Improve **customer relationship management (CRM)**
***
### **Accessing Retail Customer Setup**
* Navigate to **Main Menu → Setup Module**
* Go to **Customer Database Section**
* Open **“Setup Retail Customers”**
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### **Understanding Configuration Options**
#### **Column Lock Feature**
* Allows you to:
* Lock/unlock specific columns
* Helps in:
* Preventing accidental changes
* Customizing data entry fields
#### **Basic Configuration Settings**
* Define:
* **Membership Number & Prefix**
* Auto-generate or manual entry option
* Set default values for:
* Marital Status
* Profession
* City
***
### **Entering Customer Details**
#### **Header Details Section**
* Enter:
* Customer Name
* First Name & Last Name
* Date of Birth
* Marital Status
* Address
**Retail Customer Group** (If required)
* Click on **Retail Customer Group**
* A window will appear to select the group.
* Choose your desired group from the list.
* Press the **Spacebar** to open the dropdown.
* Select the respective group from the dropdown options.
#### **Other Details – Section 1**
* Add:
* Contact Information (Phone, Email)
* Customer Preferences (e.g., Preferred Brand)
#### **Additional Details Section**
* Enter commonly used details such as:
* Age
* Size
* Preferred Wear
#### **Guardian Details**
* Define guardian information if required
* Useful for:
* Kids or Dependent Customers
* **Saving the Customer Record**
* After entering all details
* Click **Save**
* Customer will be successfully created
***
### **Creating Customer from Sales Bill Window**
#### **Quick Customer Creation**
* Open **Sales Bill Window**
* Enter basic details:
* Name
* Email
* Address
* Mobile Number
* Gender
* Click **Save**
***
### **Advanced Customer Creation**
* Click on **Customer Option**
* Then click **Search**
**Options Available**
* Click **New Customer**
* OR press **F2 (Shortcut Key)**
**Result**
* Redirects to **Setup Retail Customer Window**
***
### **Searching & Viewing Customer Details**
* Use search option to find existing customers
* View:
* Complete customer profile
* Purchase history summary
***
### **Key Benefits**
* Centralized **customer data management**
* Faster billing with **quick customer creation**
* Better understanding of **customer preferences**
* Improved **customer service and retention**
***
### **Best Practice Tips**
* Use default values to speed up data entry
* Keep customer data updated regularly
* Utilize customer history for better sales insights
***
### **Final Outcome**
* Customer records are **accurately maintained**
* Sales process becomes **faster and more efficient**
* Businesses gain **better customer insights**
* Overall CRM and operational efficiency are enhanced
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