How to Add Customers

Adding a new Customer #

To add a new customer in Lutrack Inventory, follow these steps:

1. Navigate to Parties from the left sidebar.
2. Click on Customers.
3. Click on the Add New Customer button.
4. Fill in the customer details:
   • Profile Image: Upload a profile image for the customer if desired.
   • Warehouse: Select the warehouse associated with the customer.
   • Name: Enter the customer’s name.
   • Phone Number: Enter the customer’s phone number.
   • Email: Enter the customer’s email address.
   • Status: Set the status of the customer (e.g., Enabled).
   • Password: Set a password for the customer to access their Dashboard.
   • Tax Number: Enter the customer’s tax number if applicable.
   • Opening Balance: Enter the opening balance for the customer. Select whether it is to receive or to pay.
   • Credit Period: Enter the credit period in days.
   • Credit Limit: Enter the credit limit amount.
   • Billing Address: Enter the billing address for the customer.
5. Click on the Create button to save the new customer.

Importing Customers #

To import customers, follow these steps:

1. Click on the Import Customers button.
2. Download the Sample CSV File:
   • Click on the link Click here to download sample csv file to download the template.
   • Fill in the required customer details in the CSV file according to the template.
3. Upload the CSV File:
   • Click on the Upload button and select the completed CSV file from your computer.
4. Import the Customers:
   • After uploading the file, click the Import button to import the customers into Lutrack Inventory.