Create Customer

This interface allows users to create a new customer record in the ERP system. It includes required fields for identity, contact, classification, and login credentials.

🧾 Personal Information

• Type *: Select customer type from the dropdown (e.g., Individual, Company).
• Name *: Full name of the customer (required).
• Address *: Customer's address (required).
• Category: Optional classification such as “Retail,” “Wholesale,” or custom categories.
• Note: Additional remarks or internal notes.
• Code: Optional unique customer reference code.
• TRN: Tax Registration Number (useful for VAT handling).

📞 Contact Info

• Phone Number: Customer’s primary phone.
• Email: Email address for contact or invoice delivery.
• Website: Optional, customer’s official website if applicable.

🔐 Username & Password

• Username: If the customer is allowed to log in to a customer portal, assign a username.
• Password: Corresponding password for login. Ensure you share it securely with the customer.

💾 Save Button

• Once all required fields are filled, click the Save button in the top right to create the customer record.
• All required fields (marked with *) must be filled before submission.