Customer Consumer


From this screen, you can view, add and edit customer consumer.


  1. How to add a B2C customer?
  2. How to edit a B2C customer?
  3. How to collect due payment from an B2Ccustomer?


1. How to add a Customer consumer?


Navigate to Menu > Masters > Customers consumer.

  • Tap on the Add icon   (see figure 1)
  • Enter the Customer First name, Last name, Phone No, Email ID.  (see figure 2)
  • Enter Door No, street name.
  • Select country, state, city  (see figure 3)
  • Enter area, pin code and address 
  • Enter DOB, Anniversary. (see figure 4)
  • Enter credit days, credit limit, Initial outstanding, Loyalty scheme, Referrer mobile, Referrer name, PAN Number and then Save.  (see figure 5)


(Figure 1 : Customer Consumer Screen)



(Figure 2 : Enter Customer Consumer Details Screen)


(Figure 3 : Enter Address Information of Customer Consumer Screen)


(Figure 4 : Enter Registration Information of Customer Consumer and Save Screen)


(Figure 5 :New Customer Consumer is Added Screen)


Note : Customer loyalty can also be maintained against a customer from back office.


2. How to edit a customer consumer?


Tap on the customer name, edit the details and Save.  (see figure 6)


(Figure 6 : Payment Type selection Screen)


3. How to collect due payment for a customer consumer?


To collect due payment against a customer.


Select the customer name and you need to tap on Payment Icon   (see figure 7)

Then select Due as Payment type  (see figure 8)

Finish the process of payment by collecting payment and entering appropriate payment mode details.


(Figure 7 : Payment Collection from Customer consumer Screen)


(Figure 8 : Payment Type Selection Screen)


This opens payment page, with two payment modes - Cash and Card. Choose an option that the customer is comfortable with and follow the same payment process as described in the Payment page.


4. How to collect Advance payment for a customer consumer?


To collect Advance payment from a customer, you need to :


  • Select the customer name and tap on the Advance Payment icon . (see figure 9)
  • Tap on the Add icon   (see figure 10)
  • By Default it will take customer name
  • Enter the amount received as advance in net receivable and then Save  (see figure 11)
  • From this Screen it will also show current due and Balance amount from a customer. (see figure 12 & 13)



(Figure 9 : Payment Collection from Customer consumer Screen)


(Figure 10 : Payment Type Selection Screen)


(Figure 11 : Payment Type Selection Screen)


(Figure 12 : Advance Payment Record Screen)


(Figure 13 : Advance Payment Record Screen)


Once we are in any of the Customer consumer screen it is possible for us to see details of the customer like


1. Customer name

2.  Mobile Number

3. Email

4. Customer since

5. Loyalty Scheme

6. Address

7. Over all sales done

8. Payment Due

9. Pending orders