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erp-manual:cloud:relation:customer

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erp-manual:cloud:relation:customer [2024/04/06 13:06]
Varun Nagrecha 		erp-manual:cloud:relation:customer [2024/04/29 04:48] (current)
Varun Nagrecha
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  ===== Header =====  ===== Header =====
 +
 +{{popup>erp-manual:cloud:profile:customerheaderview.png?500}}
  
 **Step 1:** Click edit button. System will open a popup to edit the information of the header. following information is required: **Step 1:** Click edit button. System will open a popup to edit the information of the header. following information is required:
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     * **Is Company**: Click this button if it is a company and not an individual.     * **Is Company**: Click this button if it is a company and not an individual.
     * **Comments**: Any comments related to the customer.     * **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. **Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup.
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       * Select Contact Type, Title of the person. Provide First Name, Middle Name, Last Name, Remarks of the contact person.       * 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.       * 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.       * Click on Confirm button to close popup.
       * Repeat the above steps to add multiple contacts       * Repeat the above steps to add multiple contacts
 +
   - **Add Address**: To add address for the customer follow the below steps:   - **Add Address**: To add address for the customer follow the below steps:
       * Click on the + button in Address section. A popup will open.       * Click on the + button in Address section. A popup will open.
       * Select Address Type, for eg. Billing Address, Shipping Address, Home Address etc.       * 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       * 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.       * Click on Confirm button to close popup.
       * Repeat the above steps to add multiple address       * Repeat the above steps to add multiple address
 +
 +
  
  
 ===== Profile ===== ===== Profile =====
-Provide additional profile details such as **Birth Date**, **Marriage Date**, **Nationality** and **Gender**.+Provide additional profile details such as Birth Date, Marriage Date, Nationality and Gender.
  
-This section is optional. You can use this section to provide additional information about the customer.+{{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
  
-===== Payment Terms =====+{{popup>erp-manual:cloud:profile:idcardedit.png?400}}
  
-**Step 1:** Click edit Terms. System will open a popup to edit the information of the terms. following information is required:+  * 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     * 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.     * 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.
  
-===== Summary ===== 
  
-This section will show the following key information 
-  * Values: Total value of the transaction, including tax, discount, total payable 
-  * Transaction References: Document ID, Document Code, Document Date, Currency, Budget Used, any other Reference Document that this transaction refers to 
-  * Status of the document 
  
 ===== Save the Document ===== ===== 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. 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.
  
  
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 Note: Attachments can be added only after document is saved. 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:**  **Step 1:** 
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 Users can select the file to attach or drag and drop the file on the popup 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 **Step 2:** Click confirm to close the popup
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 To add comment click on Add button and provide the comment in the popup. 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 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/relation/customer.1712408792.txt.gz · Last modified: 2024/04/06 13:06 by Varun Nagrecha

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