How to add a Customer in Workdap
How to add a Customer Master Data?
Customer Master Data Management: What Is It? (MDM) In order to connect customer data across various organisational silos, business processes, and organisational units, customer MDM aims to develop a consistent, precise, and permanent set of IDs and attributes that identify a customer.
In ERP, the Customer Master is the Primary Master Data. Account Group is necessary to build Customer Master. Account Group is a collection of related accounts. The account groups of each client in the hierarchy are in charge of the master records.
- View all existing Customer details.
- Option to add/edit Party details like , Customer Name, Company Type(you should setup settings area), Contact Person Name, Contact No, Address.
- Option to activate and deactivate any Customer.
Setup Customer Master Data Settings:
*For a data to be active, the settings active/inactive must be set.
Step 1: Select Setting
Step 2: Add New ⇒ it will be open add new settings ⇒ Choose Page Name, Keyname (Company Type), Name(like Service or products) and Status(active/inactive)
Status Active:
Status Inactive:
Step 3:
Add Customer Master Data
Goto master ⇒ Customer Master ⇒ Click Add New Icon
Step 4: Add New Customer Field
Step5: View All Customer Data.
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