Client Management

The Clients module manages your customer relationships and accounts.

Client Information

Basic Details

Addresses

Multiple addresses supported:

Financial Settings

Creating Clients

Step 1: Navigate to Clients

1. Go to ERP > Clients
2. Click Add Client

Step 2: Enter Basic Info

1. Enter company name
2. Select client type
3. Add tax ID if applicable
4. Enter contact details

Step 3: Add Addresses

1. Enter primary address
2. Add billing address if different
3. Add shipping addresses as needed

Step 4: Configure Settings

1. Set payment terms
2. Assign credit limit
3. Select currency
4. Choose price list

Step 5: Save

Review and save client record.

Client Views

Client List

View all clients:

• Search by name or ID
• Filter by status, type
• Sort by various fields

Client Detail

Individual client view:

• Profile information
• Address book
• Contacts
• Order history
• Invoice history
• Credit status

Client Status

Putting Client on Hold

When payment issues arise:

1. Open client
2. Change status to Hold
3. New orders blocked
4. Resolve issues
5. Reactivate when resolved

Credit Management

Credit Limits

Control exposure per client:

1. Set credit limit
2. System tracks outstanding
3. Warns when approaching
4. Blocks when exceeded

Credit Check

On order creation:

Current Outstanding: $8,000
New Order: $3,000
Credit Limit: $10,000
Result: Warning - Will exceed limit

Credit History

Track payment behavior:

• Payment timeliness
• Average days to pay
• Credit utilization

Client Reports

Best Practices

Data Quality

• Keep information current
• Verify tax IDs
• Update contacts regularly
• Review credit limits annually

Relationship Management

• Note key contacts
• Track communication
• Review purchasing patterns
• Identify growth opportunities

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