This is the fourth tutorial in a series that show you how to use iMagic Inventory. This tutorial steps you through the process of viewing customers.
Customer tracking is an important part of the application. Maintaining a customer list allows you to increase repeat sales and analyse invoice patterns.
To view the customer list:
1. Click the Customers button on the toolbar.
To add a new customer:
1. Click the Add Customer button.
2. Enter the new customer's details.
3. Click the OK button.
To view or edit the details of a customer:
1. Select the customer's name from the list.
2. Click the View/Edit Customer button.
3. Change any details as required.
4. Click the OK button.
To delete a customer:
1. Select the customer's name from the list.
2. Click the Delete Customer button.
Tips
ยท Change the Discount value to automatically calculate the discounts available to the customer.
Related Topics
Tutorial 1 Getting Started - Setting up
Tutorial 2 Adding Inventory Items
Tutorial 3 Creating Invoices
Tutorial 5 Reports
Tutorial 6 Setting up Categories and Sub-Categories
Tutorial 7 Adding Vendors
Exporting Customers and Invoices to Excel
Creating an Email Mailing List
Tips and Tricks - Quickly Finding Invoices
Tips and Tricks - Quickly Finding Customers
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