Overview
Customer Credit Health
| Credit Limit | Customer’s credit limit amount is displayed. It is the maximum amount of credit that a customer is willing to extend for the purchase of goods or services is known as credit limit.
By default system will show credit limit of the customer or user can enter the Credit Limit Manually |
| Avail Limit | Available Credit Limit Amount of the customer is shown here.
If the credit limit exceeds, amount is shown as negative (-) balance |
| Credits | Displays amount of the Returns, Credit Notes & wallets created for the customer. User can click on the hyperlink at the top right, which directs to “Credits and Advance Receipts” module. |
| Due | Amount due by the customer is displayed. Due is an outstanding amount of balance unpaid for an invoice/bill for goods or services rendered by the customer. User can click on the hyperlink at the top right, which directs to “Dues” module. |
| Over Due | Overdue is the amount that is not paid, even though it is later than the date on which amount should have been paid. Penalties/Interest can be applied based on the Overdue Amount for the Customer. User can click on the hyperlink at the top right, which directs to “Overdue” module. |
| Clearance | The amount for which the receipts were created but not yet confirmed. User can click on the hyperlink at the top right, which directs to “Clearance” module. |
Ledger Report
The ledger report contains the account details like Ledger name, ledger group, (Opening balance) OB date, Closing balance including every transaction detail going in and out of the accounts.
| Field name | Description |
| Ledger name | Ledger account name of the company is displayed |
| Ledger group | Ledger group name of the ledger account |
| OB date | Opening balance date (OB date) of the ledger account |
| Opening bal. | Displays Opening balance amount of the ledger account |
| Closing bal. | Closing balance amount of the ledger account |
| Value | Total value of the order amount is displayed |
| Purchase qty | Displays total purchase orders quantity |
| Discount amount | Total discount applied to the order quantity |
| Field name | Description |
| Pending payments | The orders which were not Proceeded till completed stage and payment is yet to be made |
| 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 Invoices | The pending invoice has yet to be paid and is not past due. Invoices that attempt collection using the account’s billing information are immediately marked as Paid or Past Due, depending on the transaction’s outcome. |
| Campaign Summary | A campaign summary is a period in which rewards and offers are gained during the period |
| Customer Tag collection | Displays company’s Tag group name. Tag enables grouping of different entities within a system which can be defined by each organization based on the analytic reports required. (Ex: Zone wise grouping of customers) |
| Opportunities | Details of the opportunities are displayed. An opportunity allows a company to expand current operations, launch new offerings, and make a profit |
| Estimates | Estimate orders consists the items with a defined quoted price and negotiation is acceptable to close a deal |
Details
Basic information about the organization can be found here.
| Field name | Description |
| Org name | Displays organization name |
| PAN no. | PAN number associated with the registered company |
| CIN | Corporate Identification Number of the company. A CIN is a unique number assigned to registered businesses by the Registrar of Companies at the time the certificate of incorporation is issued. |
| Global CIN | Global company identification numbers are specific to countries, similar to CINs. |
| Contact name | Displays salesperson name or contact person of the organization |
| Organization type | Displays whether the organization type is Individual or Walk-In.
User can click on Edit option (Pencil Icon) to change organization type and click on Save. |
Organization Group
This section comprises the Organization group name and the CIN number.
| Field name | Description |
| Group | Default organization group will be loaded. If the user want to change the Organization Group he can edit and update the organization group |
| CIN | Default CIN Number will be generated. CIN is the Corporate Identification number allotted to all registered companies under ROC |
By clicking on Create option, Users can edit Organization group name, CIN number and stage.
Organization Group Change
| Field name | Description |
| Group | Select organization group name from the list |
| CIN | Enter CIN number of the company. CIN is the Corporate Identification number allotted to all registered companies under ROC |
Apply all the details and click on Save.
LoB (Line of Business)
| Field name | Description |
| LoB | Line of Business segment of the organization. |
| Tag | LoB wise Tag of the organization. Tag enables grouping of different entities within a system which can be defined by each organization based on the analytic reports required. (Ex: Zone wise grouping of customers) |
| Create option: Users can click on Create option to add LoB wise tags | |
| Create LoB: | Click on the checkbox to select LoB wise Tags of the organization |
Apply the required details and click on Save.
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.
| Field name | Description |
| LoB | Line of Business (LoB) segment of the company |
| Payment term | Payment term refers to Specific term of days or Period for which the Invoice due to be cleared. If the Payment Term Exceeds Penalties/Discount can be applied for Late & early Payments.
By default system will load payment term based on configured Payment Term rules or user can select the payment term manually |
| Price code | Displays Price code name. Company offers a feature to offer discounts on orders (tag wise) to specific customers or for specified quantity. |
User can 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 | User can change the Payment term configured for the customer by tagging and user can manually select the Payment term |
| Manual Price code Over ride | User can change the Price Code rule configured for the customer by tagging and user can manually select the Price code. |
Apply the details and click on Save.
| Documents | Files or documents of the organization or customer can be stored. Click on Add (+) to upload files from the local storage. |
GST Details
This section contains GSTIN (Goods and Services Tax Identification Number) details of the customer.
| Field name | Description |
| GSTIN no. | GSTIN number of the customer is displayed |
| GST valid from date | Start date of the GST validity period |
| GST valid to date | Expiry date of GST validity period |
| Address name | Address name of the customer |
User can Click on Create (+) to add organization’s GST details.
Create GSTIN
| Field name | Description |
| GSTIN no. | Enter GST number of the organization |
| GST valid from date | Choose a valid start date for GST from the calendar |
| GST valid to date | Select last valid date of GST from the calendar |
| Address name | Select address name of the organization from the list |
Apply all the details and click on Save
| Field name | Description |
| Sales Manager | Sales manager details and contact information are displayed |
|
Followers |
Followers details of the customer are displayed. The followers represents as point of contact in the absence of actual salesperson. |
| Click on Create (+) and select from the list to add followers to the manager. | |
| 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. User can also add multiple TCS contacts by clicking on Add option. |
Apply all the details and click on Save.
Contacts
Contact section contains the address details and contact information of the organization.
Contact Point
This section contains owner details of the customer/organization
| Field name | Description |
| Name | Point of contact person’s name |
| Designation | Designation of the contact person in their company |
| Phone number | Phone Number of the Point of Contact Person |
| Mail id of the customer is displayed |
User can click on Create to add contact information, designation of the customer.
Create contact point
| Field name | Description |
| Name | Enter the Point of contact Name |
| Designation | Select the Designation of the Point of Contact like what he does in the company |
| Phone number | Enter the Phone Number of the Point of Contact Person |
| Enter the Mail ID of the point of contact | |
| Branch | Select branch name from the list |
Apply all the details and click on Save
Address
This section contains the address information of the customer.
| Field name | Description |
| Address | Billing address of the customer is displayed |
| City | City name and pin code of the city address are displayed |
| GSTIN | GSTIN number of the customer is displayed |
User can click on Create option to add address details of the customer.
Create Address
| Field name | Description |
| Address name | Enter a quick identification name for the address |
| Pin code | Enter pin code of the address. Pin code, also known as Postal Index Number (PIN), is a unique code consisting of six digits that is used in India to identify specific geographic regions. |
| Address line 1 | Enter details of the address line 1 |
| Address line 2 | Enter details of the address line 2 |
| City | Select city name from the list |
| Landmark | Enter any landmark location of the address for quickly identification |
| GSTIN no. | Select the GSTIN number of the customer’s organization |
| Is cash customer? | Click on the toggle if user is a cash customer. A cash customer is one who pays the amount via cash mode. (Toggle turns to Green in color when selected) |
| Capture GPS coordinates | Click on the toggle to allow the capture of GPS coordinates. |
Click on Save and the address details are added.
Contact Alias
| Field name | Description |
| Alias name | Displays alias name or other name of the point of contact customer |
| Alias CIN | Displays alias CIN of the point of contact customer |
User can click on Create(+) option to add alias details
Create Alias
| Field name | Description |
| Alias name | Enter alias name or other name of the point of contact customer |
| Alias CIN | Enter alias CIN code of the point of contact customer |
| Description | User can comment or enter short notes about alias name |
GST Details
This section contains GSTIN (Goods and Services Tax Identification Number) details of the customer.
| Field name | Description |
| GSTIN no. | GSTIN number of the customer is displayed |
| GST valid from date | Start date of the GST validity period |
| GST valid to date | Expiry date of GST validity period |
| Address name | Address name of the customer |
Click on CREATE (+) to add GST details and enter the details required. User needs to provide the GSTIN details of the company.
Create GSTIN
| Field name | Description |
| GSTIN no. | Enter GSTIN number of the customer |
| GST valid from date | Select start date of the GST validity period from the calendar |
| GST valid to date | Select expiry date of GST from the calendar |
| Address name | Select address name of the organization from the list |
Apply the required details and click on Save
Phone Number
This section contains the contact phone number of the customer
| Field name | Description |
| Number type | Displays phone number type like Personal, Office, Home, Others |
| Phone type | Type of phone like landline or mobile |
| Mobile no | Phone number of the customer is displayed |
User can click on Create to add Phone number, type of phone number and verify the registered phone number of the customer.
Add Phone Number
| Field name | Description |
| Number type | Select the Number Type like Personal, Office, Home, Others. |
| Phone type | Select type of phone from the list like landline or mobile |
| Mobile no | Enter phone number of the customer |
Click on Save to phone details are added.
Email ID
This section consists of email details of the customer.
| Field name | Description |
| Email type | Type of email of the customer like Work or Personal is displayed |
| Email address provided by the customer |
Users can click on Create to add Email ID of the customer and type of Email (work or Personal)
Add Email
| Field name | Description |
| Email type | Select type of email of the customer like Work or Personal |
| Enter email address of the customer |
Click on Save and Email details are added.
URL
This section contains URL link of the customer.
| Field name | Description |
| URL type | URL type of the URL provided by the customer |
| URL | URL provided by the customer is displayed |
Users can click on Create to add the URL and type of URL of the customer.
Customer URL
| Field name | Description |
| URL type | Select URL type from the list of Custom, Facebook, Google, or Twitter |
| URL | Enter URL link of the customer |
Click on Save and URL details are added.
Activity Log
Activity is the current stage and recent stages of that particular order. It gives the current stage, timeline of the stage, audit and the updates about the order.
| Comments | Comment or write short notes about the customer |
| Audit | |
| Created Date | Date of creation of the customer |
| Created By | Name of the person who created customer |
| Last Updated Date | Last updated date of the customer |
| Last updated by | Name of the person who updated the stage |
| Status | Current status of the customer |
| Time-Line | This widget tracks all the activities within the app. |
Followers
The followers represents as point of contact in the absence of actual salesperson. This section contains Followers details of the customer
| Field name | Description |
| Name | Name of the follower added is displayed. The followers represents as point of contact in the absence of actual salesperson |
| Designation | Designation of the follower is displayed |
Click on Create (+) and select from the list to add followers to the manager.
| Field name | Description |
| Follower Name | Select follower name from the list. Users can add multiple followers to the manager |
Apply the required details and click on Save.