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Create Project Customer

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Objective

  • To capture the process of creating a new project customer

Introduction

  • There is need to create the a project customer  in Cittaerp in order to capture customer contract project transactions for construction projects

Process

  1. Go to Construction Project>> Settings>> Project Customer
  2. Click the (+) button to add new customer
  3. The below screen opens
  4. Completes all the relevant fields
  5. Submit for processing
  6. The request follows a defined approval
  7. At final approval
    • Cittaerp register the customer  and allocate a unique customer id  automatically to the newly created customer.
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