Understanding Customer Statutory Documents

Customer Statutory documents are the official documents / certificates that show a business is allowed to operate legally.

They include things like a license to run the business, a special number for taxes, and papers that prove the company exists as a real, registered entity. These documents are important because they make sure everything is done by the rules and help businesses know who they’re dealing with is legitimate and trustworthy.

So, before starting any business with a customer, it’s important to have these papers in place.

 

Adding a Customer Statutory Documents

Navigate to Left Menu > CRM Sales > Customer 

You will lands in Customer Listing Page

Locate the customer in the customer list and click on the Edit option from the Action dropdown menu. Alternately you can Right Click on the customer whose Contact you want to add by clicking Edit.

Go to Documents of that customer

Click the + Icon button on the top right corner of the page.

Select the Branch, and enter the document Details. You can also upload the customer statutory documents for future reference.

After entering all the details, click Save.

Note: You can Enable the Checkmark if you want these document numbers to be visible in your Quotation, Contract, Delivery Note, Sales Order and Invoice.

 

Editing Customer Statutory Documents

Follow the above steps.

Open the Branch whose documents you want to change from the Customer Statutory Documents Listing View.

Make the necessary changes to the customer details.

Save the updated information.

Note: Any changes made will be visible to all the customers statutory past transactions

 

Deleting Customer Statutory Documents

Follow the above steps.

Open the Branch whose documents you want to change from the Customer Statutory Documents Listing View.

Make the necessary changes to the customer details.

Save the updated information.

Note: Any changes made will be visible to all the customers statutory past transactions

 

Field & Description: 

This section provides a comprehensive overview of the various fields and their descriptions when adding or editing Customer Statutory Documents details within AntMyERP.