How to Filter Customer Data and Fill Up the Incomplete Details

Customer Index is basically about sorting the customer details by-

1. Customer Name

2. File Number

3. Department

4. Group

5. Constitution

6. Branch

7. Customer Code

8. Account Manager 

 This will certainly help in escaping tedious work of searching details about a particular customer 

ERPCA Customer Filtering: Step-by-Step Guide by Department and Group Without PAN or GST No

Update existed customer record in single click. for this please go to Customer ---> click on Import.

• Kindly follow the below steps:

• 1. Download the existing customer file highlighted in red

• 2. Do the changes based on requirements

• 3. Save this file as .xls

• 4. Re-import it.

• 5.Follow the instructions provided in the note.

  

Note :

• Don't Change COLUMN A value. It is mandatory for update. Any change in COLUMN B will definitely lead to wrong data upload

• Do not use (') or (") anywhere in the Import Sheet

• Do not keep empty Spaces inside the cell value

•  Any changes in import format field will lead to wrong upload of data. ERPCA will not be responsible for the wrong data upload.