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Customer DB User Guide

Oct 17, 2026

Pharma ERP

Use this guide to find, add and update customers. Each step tells you where to click and what you will see.

Document detailValue
ModuleCustomer DB
Version1.0
StatusFinal
Document ownerYashil Patel
Prepared on17 October 2026

Guide index​

  1. What is Customer DB
  2. Before you start
  3. Open Customer DB and read the list
  4. Find, sort and open a customer
  5. Check that the customer does not already exist
  6. Add a new customer
  7. Complete the customer's profile
  8. Change the status and read the history
  9. Who can see which customers
  10. Messages and what to do
  11. Related guides and getting help