The Customer module allows you to manage your customer information and sales transactions in LocalizeBook. You can maintain customer contact and tax information, create customer records, and manage sales-related transactions.
There are two ways to add customers in LocalizeBook:
- Create New Customer – Create a new customer record by entering the customer's contact, business, and tax information.
- Import Customer – Import multiple customer records at once using the provided Excel template.
The Customer module includes the following sections:
- Customer Center – Manage customer information and create sales transactions.
- Customer Transaction – View and manage all customer transactions in one place.