<h2 id="01GDDGKZAHCR6NRGDYZ3QGAR21" class="wysiwyg-text-align-justify"><strong>1. Customers</strong></h2>. <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">These are those users that we have already had some kind of business relationship with. </span></p> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">To create a new client you can do it from:</span></p> <ol class="list-number wysiwyg-text-align-justify"><span style="list-number wysiwyg-text-align-justify"> <ol class="list-number"> </ol> </ol><ul> <li style="list-style-type: none;"> <ul class="list-number"> <li><strong>Customers &gt; Customers + New.</strong></li><li> <li>From any issue or document, you can indicate the name of the customer and clicking on <strong>+New</strong> opens a screen to create the new customer. It allows you to save it in Customers, as long as the Add to list option is checked. <li>You can also import your customer list in bulk via the <strong><a href="https://soportestelorder.zendesk.com/hc/es/articles/7285570004893" target="_blank" rel="noopener noreferrer">import from file</a></strong> functionality.</li> </ul> </li> </ul> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">In the customer list you have columns where the information is displayed. You can manage their visibility from the <span style="font-weight: 400;">settings button <span style="font-weight: 400;">shown at the top right</span></p> <p class="noteES wysiwyg-text-align-justify"><span style="font-weight: 400;">. <p class="noteES wysiwyg-text-align-justify"><span><span style="font-weight: 400;">The options available in the <strong>Settings button</strong> are as follows: Legal name, Name, Name, Tax ID, Phone, Email, Phone 2, Fax, Address, Agent, Invoice to, Payment method, Customer family, Remarks and Activity</span></span></p>. <p class="wysiwyg-text-align-justify"> </p> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">You can also apply filters from the listing, to perform more specific searches:</span></p> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;"></span></p> <ol class="list-number wysiwyg-text-align-align-justify"> <ol class="list-number"> </ol> </ol><ul> <li style="list-style-type: none;"> <ul class="list-check"> <li><span><strong>Customer family:<span style="font-weight: 400;"> allows you to filter by customer family, which act as categories, to sort and be able to quickly display or find the one you want. To learn how to create customer families in the configuration <strong><a href="https://soportestelorder.zendesk.com/hc/es/articles/7197297840925" target="_blank" rel="noopener noreferrer">click here</a>.</strong></strong></span></strong></strong></span></li><li> <li><span><strong>Rates:<span style="font-weight: 400;"> to filter by rate, which is indicated in the Commercial tab in the client. To find out how to configure the rates, access from <a href="https://soportestelorder.zendesk.com/hc/es/articles/7178779612701" target="_blank" rel="noopener noreferrer"><strong>here</strong></a>.</span></strong></strong></span></li><li><li><span><strong>. <li><span><strong>Select invoice to:<span style="font-weight: 400;"> allows you to select a customer and will display those that have the same customer assigned in the "Invoice to" field. Note that the "Invoice to" field is only available in the SAT module.</span></strong></strong></span></li>. <li><span><strong>Agent:<span style="font-weight: 400;"> allows to select a user and will show those customers that have it assigned in the "Agent" field.</span></strong></strong></span></span></li> <li><span><strong>Rating status:<span style="font-weight: 400;"> to filter by rating status, according to the selected option.</span></strong></strong></span></span></li><li> <li> <strong>Attachment status</strong>: shows the customers according to whether they have attachments in their file; all, with attachments or without attachments.</li> <li> <strong>Shop user types:</strong><span style="font-weight: 400;">allows filtering by customers according to customer type in the Shop; Not Shop, Guest or Public user.</span> </li> <li> <strong>Created from: </strong><span style="font-weight: 400;">shows documents according to creation source; web, Android, iOS, API and Shop.</span><span style="font-weight: 400;"></span></span> </li> </ul> </li> </ul> <p class="warningES wysiwyg-text-align-justify"><span><span style="font-weight: 400;">Remember that to clear the applied filters you can click on the </span><strong>paper </strong><span style="font-weight: 400;">shown at the top right</span>.</span></p> <span></p> <li> <li>. <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">You have available the option "</span><strong>More"</strong><span style="font-weight: 400;">from which </span><span style="font-weight: 400;">you can access the following options:</span></p>. <ol class="list-number wysiwyg-text-align-justify"> <ol class="list-number"> </ol> </ol><ul> <li style="list-style-type: none;"> <ul class="list-check"> <li> <span style="font-weight: 400;"></span><strong>Delete:</strong><span style="font-weight: 400;"> allows you to delete the client, which you will find in the recycle garbage can by logging in with the user Super Administrator.</span></span> </li> <li> <span style="font-weight: 400;"></span><strong>Show on map:</strong><span style="font-weight: 400;"> shows on screen the locations of the main addresses of the selected clients. </span> </li> <li> <span style="font-weight: 400;"></span><strong>Send email template: </strong><span style="font-weight: 400;"></span><span style="font-weight: 400;">allows you to send Connect email templates to your customers. </li> <li><span style="font-weight: 400;"><strong>Notify non-payments: </strong>allows you to send emails to your customers to notify non-payments via the <a href="https://soportestelorder.zendesk.com/hc/es/articles/7086912681885" target="_blank" rel="noopener noreferrer"><strong>Connect</strong> functionality</a>customer debtors.</span></li></li> <li><span style="font-weight: 400;"><strong>Invite to shop: </strong>you can invite your customers to your <a href="https://soportestelorder.zendesk.com/hc/es/articles/7105259750429" target="_blank" rel="noopener noreferrer"><strong>Shop</strong></strong></a>.</span></li><li> <li><span style="font-weight: 400;"><strong>Export:</strong> allows you to export the information displayed in the customer listing.</span></li><li> </ul> </li> </ul> <p class="wysiwyg-text-align-justify"> </p>. <blockquote class="font-size-lg"> <p><span class="wysiwyg-font-size-small">The structure of the customer file have the following format:</span></p>. <p><span class="wysiwyg-font-size-small">At the top, you can indicate your customer's details, as well as phone, email and billing address. <p><span class="wysiwyg-font-size-small">The customer file is divided into tabs, which allow you to enter additional information<span style="font-weight: 400;">.</span></span></span></p> <p><span class="wysiwyg-font-size-small">The customer file is divided into tabs, which allow you to enter additional information<span style="font-weight: 400;">. <ul> <li><span class="wysiwyg-font-size-small"><span style="font-weight: 400;"><strong>General</strong>: General customer information as well as remarks and pop-up warning. <li><span class="wysiwyg-font-size-small"><span style="font-weight: 400;"><strong>Commercial</strong>: Information on payday, due date, payment method, discount, rate to which the customer is subject, etc.</span></span></span></li><li> <li><span class="wysiwyg-font-size-small"><span style="font-weight: 400;"><strong>Special prices</strong>: Special prices that the customer has for certain products.</span></span></span></li></li> <li><span class="wysiwyg-font-size-small"><strong>Bank account:</strong><span style="font-weight: 400;"> Customer's account number, in order to remit receipts.</span></span></span></li><li> <li><span class="wysiwyg-font-size-small"><strong>E-invoice: </strong><span style="font-weight: 400;">Information of the accounting office codes, managing body, processing unit required for electronic invoicing.</span></span></span></span></li> <li><span class="wysiwyg-font-size-small"><strong>Contact persons: </strong><span style="font-weight: 400;">Information of other contact persons we want to register in the client file.</span></span></span></li> <li><span class="wysiwyg-font-size-small"><strong>Other addresses:</strong><span style="font-weight: 400;"> To add customer addresses, whether shipping, work or billing.</span></span></span></li><li> <li><span class="wysiwyg-font-size-small"><strong>Assets: </strong><span style="font-weight: 400;">Information about the customer's assets.</span></span></span></li><li> <li><span class="wysiwyg-font-size-small"><strong>Attachments:</strong><span style="font-weight: 400;">For attaching various documentation, photos, etc.</span></span></span></li><li> <li><span class="wysiwyg-font-size-small"><strong>Balance:</strong><span style="font-weight: 400;"> Where you can see the status of our accounts with respect to the customer. If you owe any invoices, etc.</span></span></span></li><li>. <li><span class="wysiwyg-font-size-small"><span style="font-weight: 400;"><strong>Related:</strong> Customer history information, where you can see all the events, incidents, projects, automatic tasks and commercial documents that have been done with the customer.</span></span></span></li></li> </ul> <footer class="text-gray-500"></footer> </blockquote> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">On the customer tab, if you click on <strong>"More" </strong>it allows you to choose these options:</span></p>. <ol class="list-number wysiwyg-text-align-justify"> <ol class="list-number"> </ol> </ol><ul> <li style="list-style-type: none;"> <ul class="list-check"> <li> <span style="font-weight: 400;"></span><strong>Delete:</strong><span style="font-weight: 400;"> allows you to delete the client, which you will find in the <a href="https://soportestelorder.zendesk.com/hc/es/articles/7068728709277" target="_blank" rel="noopener noreferrer"><strong>Recycle Bin</strong></a> by accessing with the user Super Administrator.</span><li> </li> <li> <span style="font-weight: 400;"></span><strong>Send email template: </strong><span style="font-weight: 400;">allows you to send <a href="https://soportestelorder.zendesk.com/hc/es/articles/7086912681885" target="_blank" rel="noopener noreferrer"><strong>Connect</strong> </a>email templates</a> to your customers.</span><span style="font-weight: 400;"></span><span style="font-weight: 400;"></span><span style="font-weight: 400;"></span></span> </li> </ul> </li> </ul> <p class="wysiwyg-text-align-justify"> </p>. <h2 id="01GDDRTNY3K10J1STY7H32W7C0" class="wysiwyg-text-align-justify"><strong>2. Potential customers</strong></h2>. <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;"><span style="font-weight: 400;">These are those users who meet the characteristics to become customers but for whatever reason are not yet customers.</span></p> <span></p> <p class="wysiwyg-text-align-justify"><strong>2. <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">To create a new client you can do so from:</span></p> <ol class="list-number wysiwyg-text-align-justify"><span style="list-number wysiwyg-text-align-justify"> <ol class="list-number"> </ol> </ol><ul> <li style="list-style-type: none;"> <ul class="list-number"> <li> <strong>Customers &gt; Leads + New</strong>.</li> <li>You can also import your customer list in bulk via the import/export functionality. </ul> </li> </li> </ul> </ul> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">To convert a lead to a customer manually, you must do the following: from the Leads list, select the leads and click on </span><strong>More</strong><span style="font-weight: 400;"> &gt; </span><strong>Convert to customer</strong><span style="font-weight: 400;">. </span></p> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">Also those potential customers to whom you generate an order, delivery note or invoice will become customers. <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">You cannot convert a customer into a lead. <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">In the leads list you have columns where the information is displayed. From the </span><strong>settings button</strong><span style="font-weight: 400;">on the top right you can manage them, the options are the same as in the customer list.</span></p> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;"></span><span style="font-weight: 400;">. <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">Within the list of potential customers you can also apply filters to perform more specific searches. These filters are the same as those found in the customer listing.</span></p>. <p class="warningES wysiwyg-text-align-justify"><span><span style="font-weight: 400;">Remember that to clear the applied filters you can click on the </span><strong>paper </strong><span style="font-weight: 400;">shown on the top right</span></span></span></p>. <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">You have available the option "</span><strong>More"</strong><span style="font-weight: 400;">from which </span><span style="font-weight: 400;">you can access the following options:</span></p>. <ol class="list-number wysiwyg-text-align-justify"> <ol class="list-number"> </ol> </ol><ul> <li style="list-style-type: none;"> <ul class="list-check"> <li> <span style="font-weight: 400;"></span><strong>Delete:</strong><span style="font-weight: 400;"> allows you to delete the client, which you will find in the recycle garbage can by logging in with the user Super Administrator.</span></span> </li> <li><span style="font-weight: 400;"><strong>Convert to client: </strong>allows you to convert to clients, those you select.</span></li><li> <li> <span style="font-weight: 400;"></span><strong>Show on map:</strong><span style="font-weight: 400;">displays on screen the locations of the main addresses of the selected customers. </span> </li> <li> <span style="font-weight: 400;"></span><strong>Send email template: </strong><span style="font-weight: 400;"></strong><span style="font-weight: 400;">allows you to send <a href="https://soportestelorder.zendesk.com/hc/es/articles/7086912681885" target="_blank" rel="noopener noreferrer"><strong>Connect</strong></a> email templates</a> to your customers.</span> <li> <li> <li> <li> <li> <li> <li> <li>Send email template. </li> <li><span style="font-weight: 400;"><strong>Export:</strong> allows you to export the information displayed in the customer list.</span></li></li> </ul> </li> </ul> <p class="noteES wysiwyg-text-align-justify"><span><span><span style="font-weight: 400;">The structure of the Lead tab is the same except for the Balance tab which is not available.</span></span></span><span>Within the Lead tab, if you click on "More" , you have the same options available as in a customer's tab.</span></p> <span><span><span><li>. <h2 id="01GDDT5HXRY6X0H3W253568AP4" class="wysiwyg-text-align-justify"><strong>3. Contact persons</strong></h2>. <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">This is the list of contact persons that we have registered within each customer's file in the "Contact persons" tab.</span><span style="font-weight: 400;"></span></p> <span><span style="font-weight: 400;"></span></p> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">To create a contact person you have these options available:</span></p> <ol class="list-number wysiwyg-text-align-justify"><span style="list-number wysiwyg-text-align-justify"> <ol class="list-number"> </ol> </ol><ul> <li style="list-style-type: none;"> <ul class="list-number"> <li> <strong>Clients &gt; Contact persons</strong></strong><span style="font-weight: 400;">.</span> </li> <li> <span style="font-weight: 400;">From the Customers and Leads tab, you can save contact persons and they will automatically be displayed under </span>Customers &gt; Contact persons</span style="font-weight: 400;">.</span> </li> <li> <li> <strong>Customers &gt; Contact persons</strong><span style="font-weight: 400;">. </li> <li style="font-weight: 400;" aria-level="1"> <span style="font-weight: 400;">You can also import 1 contact person per customer in bulk via the </span><span style="font-weight: 400;">import / export</span><span style="font-weight: 400;">functionality. </span> </li> </ul> </li> </ul> <p class="noteES wysiwyg-text-align-justify"><span><span style="font-weight: 400;">We can also register different contact persons <strong>without associated customer</strong></strong></span>.</span></p> <p class="wysiwyg-text-align-justify"><span><span style="font-weight: 400;"><span><span></span>. <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">In the Contact Persons list you can apply filters to perform more specific searches:</span></span></p> <ol class="list-number wysiwyg-text-align-justify"><span class="list-number wysiwyg-text-align-justify"> <ol class="list-number"> </ol> </ol><ul> <li style="list-style-type: none;"> <ul class="list-check"> <li> <span style="font-weight: 400;"></span><strong>Type:</strong><span style="font-weight: 400;"> allows you to display customers according to whether they are linked to a customer or not linked.</span><li> </li> <li> <span style="font-weight: 400;"><span style="font-weight: 400;"><strong>Rating Status:</strong></strong></span></span></span><span style="font-weight: 400;"></span><span style="font-weight: 400;">to filter by rating status, according to the selected option.</span> <li> </li> <li> <li> <li> <li> <li> <li> <li> <li> <li> <li> <li><li><li> <li> <li>To filter by rating status, depending on the selected option. </li> <li> <span style="font-weight: 400;"></span><span style="font-weight: 400;"><strong>Created from: </strong>shows documents by creation source; web, Android, iOS, API and Shop.</span><span style="font-weight: 400;"></span><span style="font-weight: 400;"></span> </li> </ul> </li> </ul> <p class="noteES wysiwyg-text-align-justify"><span><span style="font-weight: 400;">Within the list of contact persons you have columns where the information is displayed. You can manage their visibility from the </span><strong>settings button</strong><span style="font-weight: 400;">shown at the top right. The available options are as follows: Phone, Email, Client, Fax, Position, Remarks and Activity</span></span></p>. <p class="warningES wysiwyg-text-align-justify"><span><span><span style="font-weight: 400;">Remember that to clear the applied filters you can click on the </span><strong>paper </strong><span style="font-weight: 400;">shown on the top right</span></span></p>.