4.2.3 Customer

4.2.3.1 Manual Update Customer Detail

1. Go to Sales, then click Customer.

2. On the Customer list page, click the Edit button.

3. You will be routed to the Customer Detail page.

4. If your Customer is locked, click the Unlock button found on the top right part of the Customer Detail page.

6. Once unlocked, you can now change the Item field values that you want to change.
7. If everything is okay, just click Save then Lock.

4.2.3.1 Update Customer Detail in Bulk

1. Go to Sales, then click Customer.

2. On the Customer list page, click the Functions button, then click Download Customer List. Customer List will be used as a template for bulk updating Customer detail.

3. Once the download is complete, open the file. File name of the downloaded file is Customer List.

4. Update the column value that you want to change. Take note, do not touch the Id column as it is needed for the update functionality.
5. If you want to update the WTAXManualCode column, just make sure you provide the correct Manual Code for the WTAX. There’s no need to worry about the Manual Code, since you can find it on System>System Tables>Tax Types on our EasyFS system.

6. Once everything is okay, just Save the file.
7. Go back to the EasyFS system.
8. Go to System, then click Company.

9. Click the Edit button, beside your Company name.

10. You will be routed to the Company Detail page.

11. Click the More Settings tab found below the page, then click Utility then Uploads.

12. To bulk update the Customer detail, click the Customer Bulk Update button.

13. Look for the Customer List file, then double click to upload.
14. Wait until it will successfully update the Customer detail.

15. Once okay, you may now review the List of customers that you updated by clicking again the MasterFiles, then Customer.

16. You may use the Search bar to search the Customer you updated, then click the Edit button to see the changes.