Overview
| Field name | Description |
| Credit Limit | Credit Limit given by the vendor to the Customer without Approval by Concerned Manager |
| Avail Limit | Available Credit Limit is shown here, If the credit crosses the limit, it will show as negative (-) balance |
| Due | Total Invoice Amount to be paid by the Customer |
| Over Due | If the Amount to be paid crosses payment term duration, it will show as Over Due. |
| Clearance | Amount given by the customer but not confirmed by the Accounts Department and Cheques deposited in banks but not confirmed by the banks waiting for Clearance. |
| Credits | Customer Obtaining the goods or services before the payment and payment is done in the future. |
| Field name | Description |
| Pending Orders | Orders which are not yet confirmed are shown in this section.
These are partially placed orders which are waiting / pending final confirmation. |
| Pending payments | Pending payments are transactions that haven’t been fully processed yet and are due. |
| Ledger report | The ledger report contains all the account details, including every transaction detail going in and out of the accounts. |
| Pending Invoice | The pending invoice is that invoice has not been paid and is not yet past due. Invoices that attempt collection with the account’s billing information will immediately move the invoice to a Paid or Past Due state, depending on the transaction result. |
| TCS contacts
(Tax Collected at Source) |
It is a tax amount owed by a seller that he collects from the customer when selling goods or services. |
| User can create TCS contacts by Clicking on Create and enter the details. | |
| Description | This section shows the short notes about the accounts details. |
Add TCS contacts
| TCS
Enable/Disable |
Click on the toggle to select whether the TCS should is applied or not. Toggle turns to Green in color when user selects |
| Company | Select the company name from the drop-down list. |
Click on ADD to save the details.
Details
This section contains the details of the organization, sales manager, organization group, followers, and documents.
| Field name | Description |
| Org name | Displays company name |
| SPOC name | Displays salesperson name (Single point of contact) |
| CIN | The CIN code of the company is displayed. CIN is the Corporate Identification number allotted to all registered companies under ROC (Registrar of companies) |
| PAN no. | Registered PAN number linked with the company is displayed |
Manual Rules
A manual price override is a feature of a business management system which allows an authorized person to change the automated price of a product or service, in order to apply a discount.
Click on CREATE(+) to over ride manual payment and price code.
Manual Payment and Price code
| Field name | Description |
| LoB | Select Line of Business (LoB) segment of the company |
| Manual payment term over ride | Company offers a feature to offer discounts or offers when payment is made in term period to specific customers |
| Manual Price code Over ride | Company offers a feature to offer discounts on orders (tag wise) to specific customers |
| Sales Manager | This section contains the details of the sales manager and contact information. |
| LoB wise tags | This section contains of the details of type of business, tags for the dealer.
Click on CREATE (+) and select LoB tags by clicking the check-boxes accordingly. |
| Documents | This section contains the files or documents of the Vendor
Click on Add (+) to upload files from the local storage. |
| TCS contacts | It is a tax amount owed by a seller that he collects from the customer when selling goods or services. |
| User can create TCS contacts by Clicking on Create and enter the details. | |
|
Followers |
The followers are those who follow what the leader in its sector does. A sales manager or an owner have the access to get details of the customers data. Adding the account managers to the followers will give an access in LoB. |
| Click on Create (+) and select from the list to add followers to the manager. |
Organization Group
This section consists of name of the organization and CIN number of the organization. This section allows to change or edit name of the Organization and stage.
Click on CREATE to add or edit Organization group
| Field name | Description |
| Group | Select group name of the company to which the Vendor belongs |
| Stage | Current stage of the Vendor |
| CIN | Enter the CIN number of the company. CIN is the Corporate Identification number allotted to all registered companies under ROC |
CONTACTS
This section contains all the address details of the Vendor. Vendor can have primary address or multiple addresses. By clicking on the create option editing of GST details and GEO tagging feature is also available which captures the customers address and helps in tracking sales person.
Contact Point
This section contains Owners details of the Vendor.
Click on EDIT option and add contact name, number, branch and designation of the Vendor.
| Widget name | Description |
| Contact name | Enter Vendor contact name |
| Contact number | Enter contact number of the Vendor |
| Designation | Enter Vendor designation in their organization |
| Enter mail id of the Vendor | |
| Branch | Select branch name of the Vendor from the drop-down list. |
Contact Alias
This section consists details about alias name of the Vendor.
| Field name | Description |
| Alias name | Enter alias name or other name of the Vendor |
| Alias CIN | Enter CIN number of the alias contact. CIN is the Corporate Identification number allotted to all registered companies under ROC |
| Description | Enter short notes about the contact alias |
GSTIN Details
This section shows the GSTIN details of the Vendor
Click on CREATE (+) to add GST details and enter the details required.
Create GSTIN
| Field name | Description |
| GSTIN no. | Enter the GSTIN number |
| GST valid from date | Select start date of validity period from the calendar |
| GST valid to date | Select expiry date of GST from the calendar |
Address
This section contains the address details of the Vendor.
Click on CREATE to add address details of the Vendor and enter the details required.
Address Details
| Field name | Description |
| Address name | Enter a quick identification name for the address |
| Pin code | Enter pin code of the address |
| Address line 1 | Enter details of the address line 1 |
| Address line 2 | Enter details of the address line 2 |
| City | Select city from the list of the address |
| Landmark | Enter landmark for the address to quickly identify |
| GSTIN no. | Enter or select GSTIN number of the company |
| Is cash customer? | Click on the toggle if user is a cash customer |
| Capture GPS coordinates | Click on the toggle to allow permission to capture GPS coordinates |
Click on SAVE and the address details are added.
PHONE
This section contains the contact phone number of the Vendor
Click on CREATE to add Phone number and type of phone number and verify the number of the Vendor.
| Field name | Description |
| Number type | Select type of phone number of the Vendor from the list |
| Phone type | Select type of of phone like landline or mobile from the list |
| Mobile no | Enter mobile number of the Vendor |
Click on SAVE and the phone details are added.
Email ID
This section consists of email details of the Vendor
Click on CREATE to add the Email ID of the Vendor and type of Email (work or Personal)
| Field name | Description |
| Email type | Select type of email of the Vendor like work or personal |
| Enter email address of the Vendor |
Click on SAVE and the Email details are added.
URL
This section contains URL link of the Vendor
Click on CREATE to add the URL and type of URL of the Vendor.
| Field name | Description |
| URL type | Select type of URL of the Vendor from the list |
| URL | Enter URL link details of the Vendor |
| Activity | |
| Comments | User can write short notes or comments about the Vendor |
| Audit | |
| Created Date | Date when the Vendor is created |
| Created By | Name of the user who created the Vendor |
| Last Updated Date | Last stage changed of the Vendor |
| Last Updated By | User’s name who last updated the stage |
| Status | Displays current status of the Vendor |
| Time-Line | This widget tracks all the activities within the app. |