Setup Retail Customers

YouTube: How to Set Up a Retail Customer?

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.

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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)

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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

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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

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Creating Customer from Sales Bill Window

Quick Customer Creation

• Open Sales Bill Window

• Enter basic details:

  • Name

  • Email

  • Address

  • Mobile Number

  • Gender

• Click Save

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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

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Searching & Viewing Customer Details

• Use search option to find existing customers

• View:

  • Complete customer profile

  • Purchase history summary

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Key Benefits

• Centralized customer data management

• Faster billing with quick customer creation

• Better understanding of customer preferences

• Improved customer service and retention

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Best Practice Tips

• Use default values to speed up data entry

• Keep customer data updated regularly

• Utilize customer history for better sales insights

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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