How to add or upload Customers?

 

Creating and Uploading Customers with AntMyERP

AntMyERP makes it easy to create new customers and upload customer data in bulk using Excel. Both methods help ensure that all customer information is accurately stored and easily accessible in the system.

To get started, go to CRM Sales from the left hand menu and click on Customer. This opens the Customer Index Listing where you can view all previously created customers.

To add a new customer first click on the plus icon on the right and select Add Customer. A form will appear where all red marked fields are mandatory. Enter the customer’s name and if the system detects duplicates it will display them automatically. You can then fill in details such as display name, contact type and source.

Next, specify the business type and if needed, add an associate name. Enter the customer’s address, landmark and pin code. Once the pin code is entered, the city and location fields auto populate. Add email address, mobile number, landline, fax number and contact person details including name, designation, department and communication level.

Select the customer’s industry and sub-industry from the dropdown or add a new one using the plus icon. Enter who manages this customer from your team, customer code, preferred currency and any internal remarks for internal visibility.

If the customer is an Authorized Service Provider (ASP) then mark it accordingly. Add reporting tags for better tracking and analytics. Once all details are entered then click Save to create the customer record.

To upload multiple customers, download the sample import file, fill in details and upload it. AntMyERP automatically checks for duplicates or errors and highlights any issues.

With AntMyERP, managing customer creation and uploads becomes fast, error free and efficient.