Customer

The customers will be listed in the page, where each row represents one customer and displays the details. Blocked customers are listed in blocked section. Search box available on the page allows the user to search for customers by entering keywords. Right-click actions provided on each customer are:

How to create new Customer ?

Shortcut - User can create a new CUSTOMER by using on the following shortcuts


Click on the New Customer button and submit the basic information of the Customer in the form displayed. There are six separate sections.

General
Customer Name *

This field identifies the Customer and hence cannot be left empty. Usually Company name is given as Customer Name.

Customer Name In Local Language *

This field will be used invoice print Bilingual versions.

Notifying person *

This field specifies name of the person who represent the Company.

Posting Date *

This field specifies the date of Customer creation.

Assigner

This field specifies the employee to whom customer is assigned.

CR Expiry Date *

This field specifies the Company registration expiry date and it will depend on Company. System sends e-mail notification to customer before 7 days of CR expiry date.

Contract Expiry Date *

TThis field specifies the contract expiry date between company and customer. System sends e-mail notification to customer before 7 days of Contract expiry date.

Electronic No *

Electronic number for sea,land and air can be filled. Their corresponding start date and expiry date must be filled, so that customer gets e-mail notification before 7 days of expiry date.

Customs No *

Customs number for sea,land and air can be filled. Their corresponding start date and expiry date must be filled, so that customer gets e-mail notification before 7 days of expiry date.

Users can upload the documents by clicking 'Browse' button.

Contact

Below fields will be used invoice print English & Bilingual versions

Address 1 *
Address 1 In Local Language *
City *
City In Local Language *
Country *

This option will be a drop-down with a search bar so that it is easy to select the country.

Communication
Email *

First email will be considered as primary email.

This field should be unique.

There is an option to select a operation from the dropdown.

In order to add additional fields, the privileged user can access the button and provide the details required.

Sales
Salesman *

This field represents the person who introduces the Customer to Company. User can create a new salesman by clicking on the new salesman button.

Credit Limit *

This field enables the customer to get credit amount.

Credit Period *

This option will be a drop-down with a search bar so that it is easy to select the credit period. The customer must repay credit amount within the selected credit period.

Customer gets email notification if credit limit or credit period gets exceeded.

Bank Details

Add required bank details in this section.

In order to add additional fields, the privileged user can access the button and provide the details required.

Tracking

Customer can track their business by checking 'Enable Tracking'. Users receive username and password through e-mail and can login by clicking login link provided in the mail.

Username

Customer Row No or Primary Email will considered as a username.

Password

System will generate Password for you. If you want a custom password, click on the checkbox and type the new password.

Filling fields marked with an asterisk sign ‘ * ‘ is mandatory...!

Once user logged in, user is provided with following action.

Jobs

User can view all the jobs of them separated by pending, completed and cancelled. User can track all the job details by clicking on "View" button located at each job.User can also print job, view & download all uploaded files(Unsecure) here.

Feedback

User can send feedback by clicking on "Feedback" button and submit the details in the form displayed.

Change Password

User can change password by clicking on "Change Password" button.

Logout

User can logout by clicking on "Logout" button.

Customer Details

Here the user can view the financial details of customers and customers can be searched by using their Name, Date, and Currency. Balance Amount and Due Amount of selected customer will be displayed on the page. Search box available on the page allows the user to search for customers by entering keywords.

  • Statement
  • Advance
  • Ledger
  • Credit / Debit

The above options help user will be able to view all the transactions details made by the customer, pending payments and total account balance of the customer.

You can also send e-mail, download PDF and print customer details(SOA,Ledger,OS Invoice)

Mail

User can e-mail statement, ledger and outstanding Invoice by clicking Mail button and choosing the required report.

PDF

User can download statement, ledger and outstanding Invoice by clicking PDF button and choosing the required report

Print

User can print statement, ledger and outstanding Invoice by clicking Print button and choosing the required report.

The above options are enabled only for the customers with atleast one approved financial transaction.

Customer Aging Report

The selected customers will be listed in the page based on the Report type selected, where each row represents one customer and displays sum of all payments. Customers can be selected by using their Customer id from the drop down menu and report date is also chosen.Two categories of report types are:

Automated Email

Super-admin gets summary of customer aging report through mail on first of every month. Customers receive notification email regarding details of unpaid final invoices, before 1 week of credit period expiration date.

Overall

All the financial entries of selected customers are displayed by choosing overall option.

Individual

Customer wise financial entries are displayed by choosing individual option.

Mail, PDF, Print options are also available in this section.

Mail

User can e-mail Statement of Account by clicking Mail button.

PDF

User can download Statement of Account by clicking PDF button.

Print

User can print the entire Customer Aging Report by clicking Print button.

Filling fields marked with an asterisk sign ' * ' is mandatory...!

Customer Summary & Graph

In this section, the user will be able to view the complete summary of selected customer and the section will have graphical analytics reports of the customer. It includes the overall details of Invoices ,Jobs & Margin.

Invoices

All the five Invoice types along with its count and invoice amount are displayed.Moreover they are seperated by approved and unapproved invoices. Count of delivered,undelivered and unbilled invoices are also displayed.

Job

Count of completed, pending and cancelled jobs are displayed.

Margin

Revenue, Cost, Income and Percentage of approved invoices are displayed under margin section.

Suppliers

Name, Count and invoice amount of Suppliers associated with jobs of selected Customer are displayed in this section.

Graph

Credit, Debit & Balance of selected Customer Account are displayed.