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 :

• Customers
• Customer Statement
• Aging Report
• Overview
• Customer Graph

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.

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.

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.

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.

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

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.

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.

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

Section Six - Tracking

This can switch between Enable and Disable whenever required.

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.

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.

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.

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.

Flow Chart

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

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.

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.

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

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

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.

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

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.

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.

Flow Chart

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

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

Advanced Features

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

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.

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) .

Overview

Overview brings the Overall Status of a Particular Customer Selected.

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

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.