Search Retail Customer by Mobile Number in Sale Bill

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How to Search Retail Customer by Mobile Number in Sale Bill?

In this tutorial, we’ll show you how to quickly search for a customer using their phone number in Logic ERP.

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Search Options in the Dropdown

In the Sales Bill Window, you’ll notice a dropdown menu that provides multiple options to search and identify existing retail customers.

The fastest and most reliable method is by using the mobile number.

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Set Mobile Number as Default Search Filter

• Click on the Search option.

• Go to Configuration.

• Under Search For Dropdown, the default is set to First Name.

• Change it to Mobile Number.

• Close and reopen the Sales Bill window to refresh the changes.

• Now, the filter is set to Mobile Number by default.

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Search for an Existing Customer

• Enter the mobile number in the search field.

• If the customer exists, their details will automatically populate in the respective fields.

• Proceed to generate the bill for the customer.

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Add a New Customer

• If no record appears for the entered number, it means the customer is new.

• Simply enter their details and save them to the database.

• Proceed with bill creation for the new retail customer.

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That’s how you can speed up customer searches using mobile numbers in Logic ERP.