Mikro Yazılım Ön Muhasebe Ders 5 Cari Kayıt

Introduction

This tutorial focuses on performing customer account management using Mikro Yazılım, specifically covering the opening of accounts and the details related to them. This guide is aimed at helping you understand the fundamental processes involved in customer record management within the Mikro Yazılım software.

Step 1: Opening a Customer Account

To start managing customer records, you need to open a new customer account. Follow these steps:

1. Access the Customer Account Section:

   • Launch Mikro Yazılım and navigate to the customer account management section.

2. Select the Option to Add a New Customer:

   • Look for a button or menu item labeled “Yeni Cari” (New Customer).

3. Fill in Customer Information:

   • Input the necessary details such as:
     • Customer Name
     • Tax Identification Number
     • Contact Information (address, phone, email)

4. Save the New Account:

   • Once all fields are filled, click on the “Kaydet” (Save) button to create the account.

Step 2: Viewing Customer Details

After creating a customer account, you will want to view and manage the details associated with it.

1. Locate the Customer:

   • Use the search function to find the customer you just added or any existing customer.

2. Access Detailed View:

   • Click on the customer’s name to open their detailed profile.

3. Review Customer Information:

   • Check all the entered details for accuracy. This includes:
     • Payment terms
     • Credit limits
     • Account status

4. Edit If Necessary:

   • If you need to make changes, click the “Düzenle” (Edit) button, update the information, and save your changes.

Step 3: Managing Transactions

Understanding how to manage transactions for customers is crucial.

1. Access the Transactions Tab:

   • In the customer’s detailed profile, look for a tab or section labeled “Hareketler” (Transactions).

2. Add New Transaction:

   • Click on “Yeni Hareket” (New Transaction) to record a sale or payment.

3. Input Transaction Details:

   • Fill in necessary information such as:
     • Transaction Date
     • Amount
     • Description

4. Save the Transaction:

   • Click on “Kaydet” (Save) to finalize the transaction entry.

Step 4: Generating Reports

To keep track of customer performance, generating reports is essential.

1. Navigate to Reporting Tools:

   • Find the reporting section within Mikro Yazılım.

2. Select Customer Reports:

   • Choose from available reports related to customer accounts, such as outstanding balances or transaction histories.

3. Customize Report Parameters:

   • Set the date range and any other filters needed to narrow down the report.

4. Generate and Review the Report:

   • Click on “Raporu Oluştur” (Generate Report) and review the output for insights.

Conclusion

In this tutorial, we covered the essential steps for opening and managing customer accounts in Mikro Yazılım. You learned how to create a customer account, view and edit details, manage transactions, and generate reports. The next steps could involve exploring more advanced features of the software or integrating it with other business management tools. If you have any questions or suggestions, feel free to reach out through the provided contact information.