Managing customers
Add customers, keep their details current, and see what they owe — the customer record every other module uses.
Customers are the people and businesses you bill. A customer record is shared across AutoMyra: the same customer appears in Finance on quotations and invoices, in Support on tickets, and in WhatsApp when you message them.
How to add a customer
- Go to Sales → Customer.
- Select Add Customer.
- Fill in the customer's details and save.
You can also create a customer from Configuration → User Management by choosing Add → Customer, which opens the same Sales form.
The customer list
The Customers page lists everyone you bill — who they are, where they are, and what they still owe. Use search and filters to find a customer, and open one to see their full record.
Leads that become customers
When a deal is won, you can turn the lead into a customer from the lead's page rather than typing the details again. See Creating and managing leads.
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