Sales User Guide
Client Management
Managing client relationships
Client Management Guide
Effectively manage client accounts and relationships.
Adding New Clients
Creating Client Record
- Go to ERP > Clients
- Click Add Client
- Enter information:
- Company name
- Contact details
- Addresses
- Payment terms
- Save
Required Information
| Field | Purpose |
|---|---|
| Name | Identification |
| Communication | |
| Address | Billing/shipping |
| Tax ID | Invoicing |
Managing Client Information
Updating Details
- Find client
- Click to open
- Update fields
- Save changes
Address Management
Maintain multiple addresses:
- Billing address
- Shipping addresses
- Branch locations
Contact Management
Add key contacts:
- Primary contact
- Billing contact
- Shipping contact
- Decision makers
Client Communication
Documenting Interactions
Record important communications:
- Meeting notes
- Call summaries
- Email highlights
- Agreements
Follow-Up Tasks
Schedule reminders:
- Callback dates
- Quote follow-ups
- Renewal reminders
Client Analysis
Order History
Review purchasing patterns:
- Total orders
- Order frequency
- Average order value
- Product preferences
Financial Status
Monitor payments:
- Outstanding balance
- Payment history
- Credit utilization
Best Practices
Data Quality
- Keep information current
- Verify contact details
- Update after interactions
Relationship Building
- Remember preferences
- Note special requirements
- Personalize service
Credit Management
- Monitor credit limits
- Review payment patterns
- Adjust terms appropriately