Customers

On this screen, you can add new customers and view existing ones. To add a new customer, simply fill out the required fields with their information and click the ‘Add ‘ button. For existing customers, you can search by name or ID to quickly access their details. Additionally, you have the option to edit customer information or remove them from the list if necessary. This streamlined process ensures that managing customer data is efficient and user-friendly.

For Adding new customer press add button:

To complete the customer entry form, please ensure all mandatory fields are filled, including: Customer Name, Commercial Name, Group, and Customer Country. Additionally, double-check that the information provided is accurate and up-to-date to avoid any processing delays. If you encounter any issues or have questions regarding the form, please reach out to your concerned Team . Once all fields are completed, submit the form and new customer will be created.

After the customer is created, the following operations needs to be performed like: Add contact ,Add location ,CMTP ,Customer Taxes, Delete, Edit, HLR Data, Link Circle, View, Sales Group Link.

Please ensure that you link the circle before adding any information such as contact details, location, taxes, and sales group. Before proceeding with the addition of any details, it is crucial to establish the connection between the customer and the designated circle. This ensures that all subsequent information is accurately categorized and easily accessible. Once the circle is linked, you can confidently input contact details, location, taxes, and sales group information, knowing that it will be associated with the correct customer profile.

Circle Linking :

You can associate your customer with a state based on its MNC and MCC. Note that only one circle can be linked to a single customer.

Once the circle is created, the Customer Circles tab will display the relevant information.

Add Contact

This screen is designed for entering customer contact details, allowing you to create multiple contacts for a single customer. To add a new contact, simply fill in the required fields, including the name, phone number, and email address. You can also specify the contact’s role or relationship to the customer, ensuring that all relevant information is organized and easily accessible. This streamlined process not only enhances communication but also helps maintain accurate records for future reference. Any customer contact linked in your Master Sales Order (SO) will be reflected in all associated Child Sales Orders (CSO) and the commercial invoice.

Upon creating contact , the Contacts tab screen will be displayed.

CMTP

This option indicates if your product has been migrated from another company. This migration process ensures that you can seamlessly transition your existing data and features to our platform without losing any functionality

Add taxes

You can establish tax rates for customers and associate payment terms based on percentage and payment days. By customizing these tax rates and payment terms, you can enhance your billing process and improve cash flow management.

Delete

To remove the customer record you created, select this option and then confirm by clicking OK.

Edit

To modify the customer record you created, select this option. It will take you back to the customer creation window, where you can make the desired changes.

HLR

The Home Location Register (HLR) is a core component in a GSM (Global System for Mobile Communications) network, responsible for storing subscriber-related information and providing essential functionality for call routing and subscriber management.

View

If you want to view the customer you created, click on View. It will display the customer along with all the parameters that were entered.

Sales group Link

This window allows you to update the sales and customer service details for the representative managing the customer