Customers

1. Customers

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These are those users that we have already had some kind of business relationship with.

To create a new client you can do it from:

    • Customers > Customers + New.
    • From any issue or document, you can indicate the name of the customer and clicking on +New 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.
    • You can also import your customer list in bulk via the import from file functionality.

In the customer list you have columns where the information is displayed. You can manage their visibility from the settings button shown at the top right

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The options available in the Settings button 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

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You can also apply filters from the listing, to perform more specific searches:

 

    • Customer family: 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 click here.

 

  • Rates: to filter by rate, which is indicated in the Commercial tab in the client. To find out how to configure the rates, access from here.
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  • Select invoice to: 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.
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  • Agent: allows to select a user and will show those customers that have it assigned in the "Agent" field.
  • Rating status: to filter by rating status, according to the selected option.
  • Attachment status: shows the customers according to whether they have attachments in their file; all, with attachments or without attachments.
  • Shop user types:allows filtering by customers according to customer type in the Shop; Not Shop, Guest or Public user.
  • Created from: shows documents according to creation source; web, Android, iOS, API and Shop.
  • Remember that to clear the applied filters you can click on the paper shown at the top right.

 

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    You have available the option "More"from which you can access the following options:

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      • Delete: allows you to delete the client, which you will find in the recycle garbage can by logging in with the user Super Administrator.
      • Show on map: shows on screen the locations of the main addresses of the selected clients.
      • Send email template: allows you to send Connect email templates to your customers.
      • Notify non-payments: allows you to send emails to your customers to notify non-payments via the Connect functionalitycustomer debtors.
    • Invite to shop: you can invite your customers to your Shop.
    • Export: allows you to export the information displayed in the customer listing.
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    The structure of the customer file have the following format:

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    At the top, you can indicate your customer's details, as well as phone, email and billing address.

    The customer file is divided into tabs, which allow you to enter additional information.

    The customer file is divided into tabs, which allow you to enter additional information.

    • General: General customer information as well as remarks and pop-up warning.
    • Commercial: Information on payday, due date, payment method, discount, rate to which the customer is subject, etc.
    • Special prices: Special prices that the customer has for certain products.
  • Bank account: Customer's account number, in order to remit receipts.
  • E-invoice: Information of the accounting office codes, managing body, processing unit required for electronic invoicing.
  • Contact persons: Information of other contact persons we want to register in the client file.
  • Other addresses: To add customer addresses, whether shipping, work or billing.
  • Assets: Information about the customer's assets.
  • Attachments:For attaching various documentation, photos, etc.
  • Balance: Where you can see the status of our accounts with respect to the customer. If you owe any invoices, etc.
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  • Related: Customer history information, where you can see all the events, incidents, projects, automatic tasks and commercial documents that have been done with the customer.
  • On the customer tab, if you click on "More" it allows you to choose these options:

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      • Delete: allows you to delete the client, which you will find in the Recycle Bin by accessing with the user Super Administrator.
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      • Send email template: allows you to send Connect email templates to your customers.

     

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    2. Potential customers

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    These are those users who meet the characteristics to become customers but for whatever reason are not yet customers.

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    To create a new client you can do so from:

      • Customers > Leads + New.
      • You can also import your customer list in bulk via the import/export functionality.
  • To convert a lead to a customer manually, you must do the following: from the Leads list, select the leads and click on More > Convert to customer.

    Also those potential customers to whom you generate an order, delivery note or invoice will become customers.

    You cannot convert a customer into a lead.

    In the leads list you have columns where the information is displayed. From the settings buttonon the top right you can manage them, the options are the same as in the customer list.

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    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.

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    Remember that to clear the applied filters you can click on the paper shown on the top right

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    You have available the option "More"from which you can access the following options:

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      • Delete: allows you to delete the client, which you will find in the recycle garbage can by logging in with the user Super Administrator.
  • Convert to client: allows you to convert to clients, those you select.
  • Show on map:displays on screen the locations of the main addresses of the selected customers.
  • Send email template: allows you to send Connect email templates to your customers.
  • Send email template.
  • Export: allows you to export the information displayed in the customer list.
  • The structure of the Lead tab is the same except for the Balance tab which is not available.Within the Lead tab, if you click on "More" , you have the same options available as in a customer's tab.

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    3. Contact persons

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    This is the list of contact persons that we have registered within each customer's file in the "Contact persons" tab.

    To create a contact person you have these options available:

      • Clients > Contact persons.
      • From the Customers and Leads tab, you can save contact persons and they will automatically be displayed under Customers > Contact persons
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  • Customers > Contact persons.
  • You can also import 1 contact person per customer in bulk via the import / exportfunctionality.
  • We can also register different contact persons without associated customer.

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    In the Contact Persons list you can apply filters to perform more specific searches:

      • Type: allows you to display customers according to whether they are linked to a customer or not linked.
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      • Rating Status:
  • to filter by rating status, according to the selected option.
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  • To filter by rating status, depending on the selected option.
  • Created from: shows documents by creation source; web, Android, iOS, API and Shop.
  • Within the list of contact persons you have columns where the information is displayed. You can manage their visibility from the settings buttonshown at the top right. The available options are as follows: Phone, Email, Client, Fax, Position, Remarks and Activity

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    Remember that to clear the applied filters you can click on the paper shown on the top right

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