Client Management in Warehouse Master Module

Step 1: Access the Warehouse Master Module

Click on the Warehouse Master module from the main navigation panel.

Step 2: Select the Client Sub-module

After entering the Warehouse Master module, select the Client sub-module.

Step 3: Add a New Client

Click on the + Client button. The Client Sub-module page will open where you can input client details.

Step 4: Fill in the Mandatory Fields

On the Client Sub-module page, fill out all mandatory fields such as:

• Code
• Name
• Mobile
• Email
• Fax
• Address
• Country
• State
• City
• Pincode

Note: The following fields are mandatory: Mobile, Country, City, State, Pincode, and Opening Balance Date.

Once completed, click the Create button to save the client information.

Step 5: Redirect to Client Home Page

After successfully creating a client, you will be redirected to the Client Home Page. From here, you can view or edit the created client using the three dots button next to the client's details.

Step 6: Upload Multiple Clients

You can upload multiple clients at once using the Upload button icon.

Step 7: Filter Created Clients

Use the Filter button icon to search and filter through created clients based on various criteria.