How to Add a Customer to Your TAS Account
📝 How to Add a Customer to Your TAS Account
🌟 Why Adding Customers in TAS is Beneficial
Adding customers to your TAS account provides several advantages:
Improves customer relationship management: By maintaining detailed records of all customers, you can provide personalized services and improve customer satisfaction.
Streamlines invoicing and sales: Easily manage invoices and sales transactions by having all customer information readily available.
Enhances record-keeping: Keep accurate and up-to-date information about your customers, leading to better financial management and reporting.
🌐 Steps to Add a Customer in TAS
You can create a customer either from the Global Add Button or directly while creating an invoice or quote.
Option 1: ➕ Create a Customer from the Global Add Button
🔑 Log In to Your TAS Account
On the TAS Dashboard, click on the Global Add Button (usually located at the top right corner of the screen).
➕ Add New Customer
From the dropdown, select Add Customer.
A pop-up window will appear.
📄 Enter Customer Information
Fill in the following details:
🏢 Customer Type: Choose whether the customer is a Company, Person, or Foreign Company.
👤 Customer Name: Enter the name of the customer or the company.
📍 Address: Provide the customer’s address.
📞 Contact Information: Enter contact details such as phone number and email address.
🆔 Tax ID Number: Enter the customer’s tax identification number.
💾 Save the Customer
Once all fields are completed, click 💾 Save to add the customer to your system.
Option 2: ➕ Create a Customer While Creating an Invoice or Quote
🔑 Log In to Your TAS Account
On the TAS Dashboard, click on Sales from the sidebar menu.
In the Sales section, click on ➕ Add New Invoice or Add New Quote to create a new document.
👤 Add Customer Information
On the Customer tab, click ➕ Add New Customer.
A pop-up window will appear.
📄 Enter Customer Information
Fill in the following details:
🏢 Customer Type: Choose whether the customer is a Company, Person, or Foreign Company.
👤 Customer Name: Enter the name of the customer or the company.
📍 Address: Provide the customer’s address.
📞 Contact Information: Enter contact details such as phone number and email address.
🆔 Tax ID Number: Enter the customer’s tax identification number.
💾 Save the Customer
Once all fields are completed, click 💾 Save to add the customer.
That’s it! 🎉 You have successfully added a customer to your TAS account. You can now use this customer for future sales, invoices, and transactions.