How to Create a New Customer in ManufApp
Objective
To guide users through the process of creating a new customer profile in ManufApp by entering business details, linking warehouses, and assigning sales responsibility—enabling seamless sales tracking and order processing.
Steps to Add a New Customer
Step 1: Navigate to Customers Section
Go to:
Masters > Customers
Step 2: Click “+ NEW”
On the top-right corner, click the + NEW button to begin adding a new customer.
Step 3: Fill in Customer Details
Enter the necessary customer information:
Name (e.g., SAMSUNG IND)
Partner Code (auto-generated)
Type: Customer (default)
Sales Manager (select from list)
Mobile Number
Email Address
GSTIN (if applicable)
Linked Warehouse (select from dropdown)
Step 4: Submit
Click Submit to save the customer details.
Step 5: Verify Customer Entry
After submission, the new customer will appear in the Customers List along with their details.
✅ Conclusion
Adding customers in ManufApp enables streamlined order processing, tracking, and reporting. By linking each customer to a warehouse and sales manager, businesses can ensure accurate responsibility, region-specific handling, and cleaner data for analysis.
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