Customer Management Guidelines

1. Add Customer #

To add a new customer, navigate to the Customers section and select Add Customer. Fill in the following details:

• Basic Info: Includes fields like company name, post code, address, authorized contact details, tax information, and trade license upload.
• Login Info: Set up the customer’s login email and password.
• Additional Options: Specify shipment documents, preferred currency, special packing requirements, etc.

Once all fields are complete, click Create Account to save the new customer.

2. View Customers #

In the View Customers section, you can see a list of existing customers with key details like name, country, city, contact person, and phone number.

Actions Available for Each Customer: #

1. Update Customer Profile:
   • Modify or update the customer’s details such as address, contact info, and other basic information.
2. Customer Purchasing Orders:
   • View and manage all purchase orders related to the customer.
   • Details:
     • See order reference, client name, order date, payment channel, type, and status.
     • Add new purchase orders directly from this section.
     • Refer to the article on creating new purchase orders for detailed instructions.
3. Support Tickets:
   • Manage customer-reported issues and queries.
   • Details:
     • Access a list of open and resolved tickets, with fields like ticket ID, subject, date created, and status.
4. Finance and Invoices:
   • Access all financial transactions and invoices related to the customer.
   • Details:
     • Filter invoices by type, year, and month.
     • View invoice number, date, due date, and status.
5. Update License:
   • Add or replace the customer’s license by uploading a new license image.
   • Steps:
     • Click on “Choose File” to upload the license.
     • Save the changes.
6. Suspend Customer:
   • Temporarily suspend a customer.
   • Steps:
     • Provide a reason for the suspension in the “Suspension Reason” field.
     • Click Suspend Customer to confirm.
7. Shipment Documents:
   • View and upload client-specific shipment certificates.
   • Details:
     • Access documents like invoices, certificates of origin, and packing lists.
     • Upload or view existing files.
8. Special Labels:
   • Manage custom labels specific to the customer.
   • Details:
     • View requested labels or request new labels by clicking Request Special Label.
     • Fill in details like label title, products, and attachment.
9. Special Packing:
   • Manage special packing requirements.
   • Details:
     • View or request special packing by clicking Request Special Packing.
     • Specify packing details and submit the request.
10. Manage Multiple Shipping Addresses:
    • Add, edit, or delete multiple shipping addresses for the customer.
    • Ensure accurate delivery information is maintained.
11. Add New Purchasing Order:
    • Directly create new purchase orders for the customer.
    • Refer to the How to Create a New Purchase Order section for a step-by-step guide.

3. Purchase Order Management #

1. View Order Details:
   • Includes Client Info, Shipping & Billing Details, Product Info, and Total Pricing.
   • Accessible through the eye icon in the purchase orders list.
2. Advance Payment Info:
   • Add or update payment percentage or fixed amounts.
   • Remarks field to specify payment-related comments.
3. Order Status:
   • Update the order’s current status (e.g., Confirm or Pending).
   • Add remarks for status updates.

Summary #

By following these actions and workflows, you can efficiently manage customer profiles, their purchase orders, and associated actions.