Overview
This section contains the basic details about transaction details and payments details of the branch
| 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 contains details of the organization
| Field name | Description |
| Org name | Displays company name |
| Spoc name | Displays salesperson name (Single point of contact) |
| CIN | CIN code of the company is displayed. CIN code 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 contains the files or documents of the branch
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. |
Organization Group
This section consists of name of the organization and CIN number of the organization. It allows user to edit name of the Organization and stage.
Click on CREATE to add or edit Organization group details
| Field name | Description |
| Group | Select required group the company belongs to. |
| Stage | Current stage of the branch |
| CIN | Enter CIN code 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 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
This section contains Owners details of the company. Click on EDIT option and add contact name, number, branch and designation of the branch.
Click on CREATE to add and enter the details required.
| Widget name | Description |
| Contact name | Enter contact name of the person from branch |
| Contact number | Enter contact number of the person |
| Designation | Enter designation in their branch company |
| Enter mail id of the branch | |
| Branch | Select branch type or branch location from the list |
GSTIN Details
This section contains GSTIN details of the branch.
Click on CREATE (+) to add GST details and enter the details required.
Create GSTIN
| Field name | Description |
| GSTIN no. | Enter GSTIN number |
| GST valid from date | Select start date of the validity from the calender |
| GST valid to date | Select expiry date of GST from the calender |
Address
This section contains the address details of the company’s branch
Click on CREATE to add address details and enter required details
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. | Select GSTIN number of the company’s branch |
| Is cash customer? | Click on the toggle if user is a cash customer. Toggle turns to green in colour. A cash customer is someone who pays for goods or services using cash rather than credit or debit cards, checks, or any other form of non-cash payment. |
| Capture GPS coordinates | Click on circle box to allow capture of GPS coordinates for tracking purposes |
Click on SAVE and address details are added.
PHONE
This section contains contact phone number of the branch.
Click on CREATE to add Phone number and type of phone number
| Field name | Description |
| Number type | Select type of phone number of the partner from list |
| Phone type | Select type of phone like landline or mobile from list |
| Mobile no | Enter mobile number of the branch |
Click on SAVE and the phone details are added.
Email ID
This section consists of email details of the company’s branch
Click on CREATE to add the Email ID of the customer and type of Email (work or Personal)
| Field name | Description |
| Email type | Select type of email of the branch like work or personal |
| Enter email address of the company’s branch |
Click on SAVE and the Email details are added.
URL
This section contains URL link details
Click on CREATE to add the URL and type of URL
| Field name | Description |
| URL type | Select type of URL from the list |
| URL | Enter URL link details of the branch |
| Comments | Displays brief description about branch |
| ACTIVITY | |
| Audit | |
| Created Date | Displays creation date of the branch |
| Created By | User’s name who created the branch |
| Last Updated Date | Last stage changed of the company’s branch |
| Last updated by | User’s name who updated the stage |
| Status | Current status of the branch |
| Time-Line | This widget tracks all the activities within the app. |