Overview
This section contains the basic details about the partner credit health, transaction details and payments details of the partner.
| 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. |
| 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. |
| Ledger report | The ledger report contains all the account details, including every transaction detail going in and out of the accounts. |
| Campaign Summary | A campaign summary is a period in which rewards and offers are gained during the campaign period. |
| Description | This section shows the short notes about the accounts details. |
Details
This section shows the details of the organization.
| Field name | Description |
| Org name | Displays company name |
| Spoc name | Displays salesperson name (Single point of contact) |
| CIN | Displays the CIN code of the company. CIN is the Corporate Identification number allotted to all registered companies under ROC |
| 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 the 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 shows the details of the sales manager and contact information. |
| LoB wise tags | This section consists of the details of type of business, tags for the dealer.
Click on CREATE (+) and select LoB tags by clicking the checkboxes accordingly. |
| Documents | This section shows the files or documents of the Partner.
Click on Add (+) to upload files from the local storage. |
|
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. |
CONTACTS
This section contains all the address details of the customer. Customer 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
It is the section which contains Owners details of the Partner. Click on EDIT option and add contact name, number, branch and designation of the Partner.
Click on CREATE to add contact details of the Partner and enter the details required.
| Widget name | Description |
| Contact name | Enter partner contact name |
| Contact number | Enter partner contact number |
| Designation | Enter the partner designation in their company |
| Enter the mail id of the Partner | |
| Branch | Select the branch of the Partner from the drop-down list. |
Contact Alias
This section consists of the alias name for the partner.
| Field name | Description |
| Alias name | Enter the alias name or other name of the partner |
| Alias CIN | Enter the CIN number of the alias contact. CIN is the Corporate Identification number allotted to all registered companies under ROC |
| Description | Enter the short notes about the contact alias |
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 the required group the company belongs to. |
| Stage | The current stage of the partner |
| CIN | Enter the CIN number of the company. CIN is the Corporate Identification number allotted to all registered companies under ROC |
GSTIN Details
This section shows the GSTIN details of the partner.
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 the start date of the validity from the calender |
| GST valid to date | Select the expiry date of GST from the calender |
Address
This section contains the address details of the partner.
Click on CREATE to add address details of the partner and enter the details required.
Address Details
| Field name | Description |
| Address name | Enter a quick identification name for the address. |
| Pin code | Enter the pin code of the address. |
| Address line 1 | Enter the details of the address line 1 |
| Address line 2 | Enter the details of the address line 2 |
| City | Select the city from the list of the address. |
| Landmark | Enter the landmark for the address to quickly identify. |
| GSTIN no. | Enter or select the 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 the capture of GPS coordinates. |
Click on SAVE and the address details are added.
PHONE
This section contains the contact phone number of the partner
Click on CREATE to add Phone number and type of phone number and verify the number of the customer.
| Field name | Description |
| Number type | Select the type of phone number of the partner from the list |
| Phone type | Select the type of of phone like landline or mobile from the list |
| Mobile no | Enter the mobile number of the partner |
Click on SAVE and the phone details are added.
Email ID
This section consists of email details of the partner
Click on CREATE to add the Email ID of the customer and type of Email (work or Personal)
| Field name | Description |
| Email type | Select the type of email of the vendor like work or personal |
| Enter the email address of the vendor |
Click on SAVE and the Email details are added.
URL
This section contains URL link of the partner
Click on CREATE to add the URL and type of URL of the partner.
| Field name | Description |
| URL type | Select the type of URL of the partner from the list |
| URL | Enter the URL link details of the partner |
Click on SAVE to save the URL details of the partner.
| Comments | This section shows the brief description about the partner or enter brief notes about the partner |
| ACTIVITY | |
| Audit | |
| Created Date | This section shows the creation date of the partner |
| Created By | This section shows the name of the person who created partner |
| Last Updated Date | This section shows the last stage changed of the partner |
| Last updated by | This section shows the name of the person who updated the stage |
| Status | This section shows the current status of the partner |
| Time-Line | This widget tracks all the activities within the app. |