Скачать или смотреть How to Add Customers in QuickQore | Guide for Easy Customer Management

Description:
In this tutorial, we’ll guide you through the process of adding customers to QuickQore, enabling you to manage client details, track sales, and streamline your invoicing and payments. Whether you're setting up customers for the first time or adding new ones, QuickQore’s intuitive interface makes it easy to organize your customer data efficiently.

Why Add Customers in QuickQore?
Adding customers to QuickQore helps your business:

Streamline Sales and Invoicing: Quickly create invoices linked to specific customers.
Track Customer Payments: Monitor payments and outstanding balances.
Improve Customer Relationships: Maintain up-to-date contact details and payment histories for better service.
Step-by-Step Guide to Adding Customers in QuickQore:
Log in to QuickQore: Start by logging into your QuickQore account with your credentials.

Navigate to the Customers Section:

From your dashboard, find the “Customers” or “Contacts” section. This is where all existing customer details are stored.
Click on the ‘Add New Customer’ button to begin entering customer information.
Enter Customer Information:

Customer Name: Fill in the customer’s full name or business name.
Customer Code: (Optional) Assign a unique code for each customer for better tracking, especially if you manage a large client base.
Email Address: Add the customer’s email for communication, invoicing, and payment reminders.
Phone Number: Input the customer’s phone number to maintain easy communication.
Billing and Shipping Address: Enter the billing address for invoicing and, if applicable, a separate shipping address for deliveries.
Tax Details: Add the customer’s tax identification number (TIN) or VAT details if necessary for compliance with tax regulations.
Credit Limit (Optional): Set a credit limit if you allow the customer to purchase on credit. This helps you manage overdue balances more effectively.
Payment Terms: Define payment terms for the customer, such as ‘Net 30’, ‘Net 60’, or custom terms. QuickQore will automatically apply these terms to the customer’s invoices.
Currency (If Applicable): If you deal with international clients, choose the appropriate currency for the customer.
Save the Customer Information:

Once you’ve filled out all the required fields, click ‘Save’ or ‘Submit’ to add the customer to your QuickQore account.
You can always return to edit or update customer details if necessary.