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--- erp-manual:cloud:relation:customer [2023/12/05 14:14]
Kalpesh Popat created
+++ erp-manual:cloud:relation:customer [2024/04/29 04:48] (current)
Varun Nagrecha
@@ Line 1: / Line 1: @@
- ====== Customer Management ======
+ ====== Create New Customer Management ======
-  * To access Customer Screen, click on Relations in Customer Management or click on the icon of Customer in Menu. When clicked it will show the search screen of customer as seen below.
+ ===== Start =====
+  * Click on Customer Management Menu and then click on Create New button
-  * There are 2 tabs in customer search screen, One is Master and the other one is Duplicate. In Master tab, all the master  (Customers or Individual Company) entries are done.
-  * In “Duplicate” tab all customers that the system thinks is a duplicate will be visible.
-  * In the customer search screen, a user can create customer by clicking on the Create Customer button or can press n.
-  * Quick Add feature is also available in the search screen where by clicking on the Quick Add Button or by pressing q, the details of customer like its name, address and contact information can be filled in a single section only.
-  * Email and Mobile Number will be Highlighted in the search screen and will be seen in red colour if it is an invalid information.
-{{ erp-manual:cloud:customer:SearchScreen.png?500 }}
-{{ erp-manual:cloud:customer:FullScreen.png?500 }}
+ ===== Components of Customer Management =====
+  * Header
+  * Contact / Address
+  * Profile
+  * ID Card
+  * Membership
+  * Tax / Terms
+  * Bank Details
+  * Save Document
+  * Attachment
+  * Comments
+  * Transactions
-  * When Clicked on the Create Customer Button, the customer screen opens. In Customer Header , the Company Name must be added, In Category select the type of the customer Eg. - Is the customer client or Partner or a Friend etc. The user can also add the nick name of that customer. And set the priority of the customer as necessary.
-  * Status management for customer to identify if the customer is still active, or a defaulter, or expired - again this is available in search screen, and report.
-{{ erp-manual:cloud:customer:SearchScreen1.png?500 }}
-{{ erp-manual:cloud:customer:Header.png?500 }}
+ ===== Header =====
-  * In Address section, Click on Add Address to add as many address for that customer. Fill address type, street, city, state country name and delivery details.
+{{popup>erp-manual:cloud:profile:customerheaderview.png?500}}
-{{ erp-manual:cloud:customer:Address.png?500 }}
-  * In Contact Screen, a user have to fill contact type of the customer and also have to fill customer full name and contact information. To access customer screen click on Add Contact or press c.
+**Step 1:** Click edit button. System will open a popup to edit the information of the header. following information is required:
-{{ erp-manual:cloud:customer:Contact.png?500 }}
-  * In Customer Information, provides details of anniversaries, nationality and gender.
+    * **Account Name**: Provide name of the customer.
+    * **Category**: Select the category of the customer
+    * **Parent ID**: Select the master customer for duplicate customer.
+    * **Is Company**: Click this button if it is a company and not an individual.
+    * **Comments**: Any comments related to the customer.
+{{popup>erp-manual:cloud:profile:customerheaderedit.png?400}}
+**Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup.
+ ===== Contact / Address =====
+  - **Add Contacts**: To add contact details for the customer follow the below steps:
+      * Click on the + button in Contacts section. A popup will open.
+      * Select Contact Type, Title of the person. Provide First Name, Middle Name, Last Name, Remarks of the contact person.
+      * Provide Landline number(s), Mobile Numbers(s) and Email(s) as required.
+{{popup>erp-manual:cloud:profile:contactedit.png?400}}
+      * Click on Confirm button to close popup.
+      * Repeat the above steps to add multiple contacts
+  - **Add Address**: To add address for the customer follow the below steps:
+      * Click on the + button in Address section. A popup will open.
+      * Select Address Type, for eg. Billing Address, Shipping Address, Home Address etc.
+      * Provide the Address by filling these columns as required - Street Address, City/Town, State, Country, Postal Code, Landmark
+{{popup>erp-manual:cloud:profile:addressedit.png?400}}
+      * Click on Confirm button to close popup.
+      * Repeat the above steps to add multiple address
+===== Profile =====
+Provide additional profile details such as Birth Date, Marriage Date, Nationality and Gender.
+{{popup>erp-manual:cloud:profile:customerprofile.png?400}}
+**Note: ** This section is optional. You can use this section to provide additional information about the customer.
+===== ID Card =====
+Add details of ID Cards like Passport, Driving License, Tax ID. To add ID Card details of customer follow the below steps:
+  * In the Identity section, click on + button. A popup will open.
+  * Provide Name on the ID, Birth Date, Gender, ID Type, ID Number, Country, Location, Issued On, Expiry On
+{{popup>erp-manual:cloud:profile:idcardedit.png?400}}
+  * Click on Confirm button to close popup.
+**Note: ** This section is optional. You can use this section to provide additional information about the customer.
+===== Membership =====
+Add details of Memberships of the customer like Club Memberships, Airline Memberships etc. To add Membership details of customer follow the below steps:
+  * In the Membership section, click on + button. A popup will open.
+  * Provide Membership Type, Membership Name, Membership No., Club and Remarks.
+{{popup>erp-manual:cloud:profile:membershipedit.png?400}}
+  * Click on Confirm button to close popup.
+**Note: **This section is optional. You can use this section to provide additional information about the customer.
+===== Tax / Terms =====
+{{popup>erp-manual:cloud:profile:taxandterms.png?400}}
+  - **Payment Terms**: Click edit button in Payment Terms section. System will open a popup to edit the information of the terms. following information is required:
+    * Payment date, Credit Days, Payment Terms and Mode of Payment
+{{popup>erp-manual:cloud:profile:paymenttermsedit.png?400}}
+    * After editing is done, click **Confirm** to close the popup.
+  - **Tax Information**: Provide TAX ID/VAT/GST. Provide TAC ID 2 if required.
+===== Bank =====
+Add Bank details of the customer. To add Bank details of customer follow the below steps:
+  * In the Details section, click on + button. A popup will open.
+  * Provide Account Number, Account Name, Bank Name, Bank City, Bank Branch, Bank Address, Check Favouring and Remarks.
+{{popup>erp-manual:cloud:profile:bankedit.png?400}}
+  * Click on Confirm button to close popup.
+===== Save the Document =====
+After all changes are done, it is necessary to Save the Document, by clicking the button "Save Document", If this is new Document, system will assign the Document ID and Code after it is saved for the first time.
+===== Image =====
+Note: Image can be added only after document is saved.
+**Step 1:**
+After the document is saved, click on Add button in the Image section. This will open a popup for file selection.
+Users can select the file to attach or drag and drop the file on the popup
+{{popup>erp-manual:cloud:imageadd.png?300}}
+**Step 2:** Click confirm to close the popup
+Note: At a time only one image can be uploaded.
+===== Attachments =====
+Note: Attachments can be added only after document is saved.
+In Attachment section, you can add documents related to the customer such as Contract Copies, Registration Details etc.
+**Step 1:**
+After the document is saved, click on Add button in the Attachment section. This will open a popup for file selection.
+Users can select the file to attach or drag and drop the file on the popup
+{{popup>erp-manual:cloud:attachment.png?300}}
+**Step 2:** Click confirm to close the popup
+Note: At a time only one attachment can be uploaded.
+===== Comments =====
+Note: Comments can be added at any time, even if the document status is pending or closed.
+To add comment click on Add button and provide the comment in the popup.
+{{popup>erp-manual:cloud:comments.png?300}}
+Note: User can edit only their own comment, eg: User A cannot change comment of User B
+===== Transactions =====
+Transaction tab shows the Sales Order, Invoices and Collections against that customer
+By default Sales Order search is shown. Click on Invoices or Collection button to view the respective search.
+**Note: **
+  * In case of master customer, all the transactions are shown of the master customer as well as duplicate customers
+  * In case of duplicate customer, only the transactions of that customer are shown.
-{{ erp-manual:cloud:customer:Tax.png?500 }}
-{{ erp-manual:cloud:customer:Tax1.png?250 }}
-  * In Tax Related Section, Tax ID of customer is stored. So it gets easy to get all the info about the customer.
-  * All historic sales order related to that customer can be seen in Sales Order section along with the discounts provided.
-  * In Reports,Data Import feature is available , so can a user correct information of existing customer data.
-[[erp-manual:cloud:profile:header|Click Here to know How to Make Header]] \\
-[[erp-manual:cloud:profile:address|Click Here to know How to Make Address]] \\
-[[erp-manual:cloud:profile:contacts|Click Here to know How to Make Contacts]] \\
-[[erp-manual:cloud:transaction:payment-terms|Click Here to know How to Make Payment Terms]] \\
-[[erp-manual:cloud:transaction:additional-info|Click Here to know How to Make Additional Info]] \\
-[[erp-manual:cloud:profile:image|Click Here to know How to Make Image]] \\
-[[erp-manual:cloud:transaction:attachments|Click Here to know How to Make Attachments]]

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