Customer – An overview

Introduction

The customer component will maintain details about the customer in a central database. All the customers will be registered at a customer central database and a unique customer code will be assigned to it. It will ensure that the customer code given to the customer is unique across all the organization unit’s where the customers are interacting with the company. Hence customer’s data will be maintained at two levels. One at the central database level, where all customers are registered and the other at the organization unit level where all the customers are inherited.

Feature Highlights

• Customers can be created as a prospect in transaction and can be converted to the regular customer through “Customer” component.

• Customers can be grouped together to form a customer group.

• Credit statuses for a customer can be maintained.

• Multiple ship to id or bill to id for a customer is supported with one customer id being the default id.

• Items can be associated to a customer with the customer item code, which gets defaulted in the transactions.

List of Activities