Dashboard Customers Supplier Sales Operation Report Transportation Status Payroll Finance Inter Company Container Deposit Stock Masters Settings Helpers
Bridge LCS Logistics Software Logo

Customer

BridgeLcs lets you preserve the data of customers you are dealing with till the time your account is active. It Comes up with various fields to maintain every minute detail of a customer into a single module along with statements and analysis.

Customer Module embraces the following sub modules :

Freight Forwarding Software Cutomer List

Customers

Customer module depicts the list of customers along with their contact information and the respective salesman who has established the relationship between your organisation and the customer.

You are provided with various other options such as Export (CSV , XSLV and can also be customized), PDF, Copy and Print.

Refresh is an unique option provided inside the page wherein if you press the refresh button , only the data will get refreshed and not the whole page.

The options mentioned above reside in the right corner of the page.

Customs Clearance Software Cutomer List

Customers can be created in two methods.

  • Through the Customer Module
  • Through the Quick Creation

Below are the steps to be followed to create customers,

Method One

Step One: Go to Customers --> New Customer (residing on the right corner of the page). A new popup window will be opened.

How To create New Cutomer in Bridge LCS Freight Forwarding Software

Step Two : Once the window is opened , you could see 6 different sections to be filled. The sections are as follows,

  • General
  • Contact
  • Communication
  • Sales
  • Bank
  • Tracking

Step Three: Do fill the mandatory details indicated by a red asterisk to complete the customer creation.

Cutomer Creation in Bridge LCS Freight Software

NOTE : You can switch to Customer page from any module using Ctrl + Shift + C

If you want to know the in depth details of the fields available , read the following

Section One - General
Customer Name (*)
The field has to be filled with the name of the customer i.e Company Name .
Customer Name in Local Language (*)
Fill the name of the customer in your respective local Language. This data can be used while making Invoices.
Notifying Person(*)
This Field has to be filled with the name of the salesman from your company who initiated the relationship between you and the Customer.
Posting Date(*)
The date in which the customer is created.
CR Expiry Date(*)
Company Registration Expiry Date must be entered in this column. You will be sent a notification Email 7 days before the Expiry.
Contract Expiry Date(*)
This field needs to be filled with the contract date between company and the customer.
CR ID
Customer Registration ID needs to be included here.
TAX NO
TAX NO is not a mandatory column . This can be filled if the customer wishes to

The Following documents can be added to the general field of customers for ease access

  • Company Verification
  • Contract Agreement
  • Tax Certification
Electronic No and Customs No
These fields come up with a drop down option with sea, land, air fields. Based up on the field selection , you will get three fields wherein you need to fill the
Number, Start Date and End Date.
Add General Cutomer Detail in Bridge LCS
Section Two - Contact

Mandatory details that needs to be included in contact section are ,

  • Address 1
  • Address in Local Language
  • City
  • City in Local Language
  • Country

Optional details that can be included are

  • Address 2
  • Zip Code
Add Cutomer Contact Details
Section Three - Communication

Basic Communication details like Email Id(*), Phone , Mobile, Extension, Fax, Website. Multiple User / Customer Communication details can be added if required. This can be done by using the button available on the right corner of the section.

Add Customer communication detail in Bridge LCS Freight Software
Section Four - Sales :

This section needs to filled with the following details,

Salesman (*)
Person who initiates the relationship between company and customer.
Credit Limit (*)
This field needs to be filled with the credit amount
Credit Period
Period in which the credit amount needs to be returned must be given here.
Add Cutomer Sales Details
Section Five - Bank

Bank Details can be stored here. Bridge Provides you an option to store multiple bank account details.

The details that need to be fed in this secton are,

  • Account Name
  • Account Name with Local Language
  • Account No
  • Bank Name
  • IBAN Code
  • SWIFT Code
  • Bank Address
  • Bank Document
Add Cutomer Bank Account Details In Bridge LCS
Section Six - Tracking

This can switch between Enable and Disable whenever required.

Add Cutomer Tracking Details In Bridge LCS Freight Software

NOTE : Fields indicated with * symbol are mandatory

Method Two (Quick Customer Creation)
Through Job
Step 1
Go to Operations --> Job
Step 2
Click on New Job --> Primary Customer
Step 3
By Clicking Primary Customer you will get a dropdown with a list of customers along with an option called "New Customer". Primary Customer --> New Customer.
Step 4
Fill the mandatory details to create a new customer.
Bridge LCS Software Quick Customer Creation
Through Enquiry
Step 1
Go to Sales --> Enquiry --> New Enquiry
Step 2
Customer --> New Customer.
Step 3
A Quick Customer pop window will be opened wherein you can create the customer with a limited number of features which can be altered from the customer module.
Cutomer Enquiry In Bridge LCS Software
Through Quotation
Step 1
Go to Sales --> Quotation --> New Quotation.
Step 2
Customer --> New Customer.
Step 3
A pop window will be opened wherein you can create the customer with a limited number of features. The datas can be altered from the customer module if required.
Customer Quotation in Air Freight Software
Through General Invoice
Step 1
Go to Finance --> General Invoice --> New Invoice
Step 2
Customer --> New Customer
Step 3
A Quick Customer pop window will be opened wherein you can create the customer with a limited number of features which can be altered from the customer module.
Cutomer General Invoice In Cloud Based Freight Forwarding Software
Flow Chart
Flow Chart For Customer Creation In Bridge LCS

The Video inserted below explains you the working of " How to create customer " to have a better understanding

Categories of Customers

Customers are categorised as General and Blocked.

General has a list of customers who are currently active or old customers. Inshort it includes all the customers since the start.

Blocked has a log where the customers who are being blocked are listed. You can block untrue / disloyal customers

How to Block

Right Click on customer --> Block. Once you are done with this step , the customer will automatically switch to Blocked Group

Categories of Customers - How to Blocked Customer In Bridge LCS
How to Unblock

If you want to unblock a customer who you blocked mistakenly , do Right Click on customer --> UnBlock.

Customers will get into the general category once they are unblocked.

Categories of Customers - How to Unblocked Customer In Bridge LCS
Actions : (Edit / Delete / View )

To modify the customer data do the following steps ,

  • Right-Click on the customer you want to edit/delete
  • You can observe a list of options such as : Statements, Block. Actions --> View/Delete/Edit.
Categories of Customers - Edit And Delete In Bridge LCS

The Video inserted below explains you the working of " How to manage customer data " to have a better understanding

Advanced Features

Memo can be added to each and every customer and a reminder task can be created for the same.

  • Memo works on blocked customers as well .
  • This can be accessed by double clicking over the customer Row number .
  • Double Clicking on the Corresponding Customer Row gives you the detailed view of attributes
cutomer

Star Rating is Given based on the amount of Business they have done with us.

The Video inserted below explains you the working of " Advance features " to have a better understanding

Customer Statement

Customer Statement Provides you the list of financial transactions happened. Multiple filters are available to fine tune your data.

  • Firstly you need to select the customer whose data are to be reviewed or analysed.
  • Secondly you need to choose either filter through date or Currency. After applying the filters Select the type of statement you wish to observe.
Customer Statement In Bridge LCS Cloud Based Logistics Software

This falls under three categories :

  • Statement
  • Advance Items
  • Ledger
Statement
Statement has list of Unpaid Entries respective to the customer
Advance Items
List of Paid entries can be observed here.
Ledger
Ledger furnishes all paid and unpaid entries in respect with the customer selected.

Credit / Debit :

Enable / Disable the option to include this as one of the columns in the statement

NOTE : If you do not match your Invoice while creating Voucher, the data will be reflected in both Statement and Ledger.

Customer Statement Credit Or Debit In Bridge LCS Ocean Freight Software

Default Columns displayed in the statements are Voucher type, Voucher No, Invoice / Ref No, Client Reference, Cheque No, Job No, Voucher Date, Currency , Amount, Local Amount, Open Amount , Balance.

If you want additional columns to be displayed on the statement, do the following steps.

Press Settings Icon present at the right corner and select the required columns to be displayed which will get automatically reflected while printing the document.

Cutomer Settings
Advanced Options
  • BridgeLCS has given you certain features which ease your work and save your time . You can directly send email to your customers with ONE CLICK.
  • Email Facility is placed on the right corner of the page and you can click on the same to proceed. Apart from Email you can print and Convert the document to PDF which is present beside the Email .
  • You can choose the number of customers to be listed on a single page from the option available near the search bar .
  • Apart from the print option available separately , you can double click on the voucher number to get a document to be printed.
  • Search can be done from any of the fields available. Search is not restricted to a single search column.
Advanced Options Cargo Airline Software
Flow Chart
Customer Statement Flow Chart

The Video inserted below explains you the working of " How to manage customer statement " to have a better understanding

Aging Report

Aging report holds the details of invoices that are unpaid, it could have exceeded the due date or have time to pay the due.

The details are listed based on the report selected,

Kind of Reports

  • Individual - gives you an overview of the report.
  • Overall - gives you a detailed report.
Report Date
It Specifies the period till when the report needs to be fetched.
Interval
Interval Field Concludes the number of sections/intervals to be fetched in terms of 30 days
Aging Report In Bridge LCS Software
Possibilities of Selection
Possibility 1
Report Type --> Individual and Customer --> Select All , then you will get a detailed report of each and every customer as a list.
Possibility 2
Report Type --> Individual and Customer --> anyone in particular then you will get a detailed report with respect to the customer selected.
Possibility 3
Report Type --> Overall and Customer --> Select All, then you will be furnished with the overview of every single customer selected.
Possibility 4
Report Type --> Overall and Customer --> anyone in particular then overview of the respective customer will be furnished

Note: Detailed report includes columns like Voucher, InvoiceNo, Client Reference, Job, Voucher Date, Currency, Amount etc..

Overall report furnishes different period status based on the interval selected.

Advanced Features

PDF and Email Features are given as one of the columns available with each customer.

Logistics Management Software Advanced Features

Export, Print and Module refresh features are available at the right corner.

Show Total Only can be enabled if you do not want other columns to be noticeable on the page.

Logistics Mobile App Customer Features

Hide the filters available on the top of the page by clicking on the filter seen next to Show total only Feature.

By double clicking on the columns of Overall report, you will get the details of pending invoices in respect to the customers (period wise) .

Hide The Filters

Overview

Overview brings the Overall Status of a Particular Customer Selected.

Customer Overview

A dropdown option is provided at the top of the page wherein you can select the customer you want to review.

Review The Cutomers

Once the customer is selected, you can review the following things,

  • Basic Details of customer along with their contact information
  • Number of Invoices with respect to its status.
  • A graph to analyse the credit, debit and total amount of the respective customer.
  • Number of Jobs along with the status.
  • Revenue, Cost and the profit earned from the customer.
  • List of Suppliers along with the Invoice and Invoice amount.

Customer Graph

This represents the Number of Customers who contacted directly vs number of customers who came through a salesperson. This report helps you to improvise your customer acquisition in a better manner.

Customer Graph In ERP Software For Logistics Industry