This is the fourth tutorial in a series that show you how to use iMagic Inventory. This tutorial steps you through the process of viewing customers.

Customer tracking is an important part of the application. Maintaining a customer list allows you to increase repeat sales and analyse invoice patterns.

To view the customer list:

1. Click the Customers button on the toolbar.

To add a new customer:

1. Click the Add Customer button.
2. Enter the new customer's details.
3. Click the OK button.

To view or edit the details of a customer:

1. Select the customer's name from the list.
2. Click the View/Edit Customer button.
3. Change any details as required.
4. Click the OK button.

To delete a customer:

1. Select the customer's name from the list.
2. Click the Delete Customer button.

Tips

· Change the Discount value to automatically calculate the discounts available to the customer.

Related Topics
Tutorial 1 Getting Started - Setting up
Tutorial 2 Adding Inventory Items
Tutorial 3 Creating Invoices
Tutorial 5 Reports
Tutorial 6 Setting up Categories and Sub-Categories
Tutorial 7 Adding Vendors
Exporting Customers and Invoices to Excel
Creating an Email Mailing List
Tips and Tricks - Quickly Finding Invoices
Tips and Tricks - Quickly Finding Customers

Back to the contents page