Support Desk

Create new customer

To add new customer, click on "Customer" Menu ,as shown in below screen. After Clicking on Add Customer you will be redirected to create new Customer page as shown in below figure. 

After clicking on button customer form will open as shown in below figure. 

Mandatory Fields

1.Customer Group-I It can be created from a separate section provided in the Customer Module.

Customer group means parent child company concept where while creating a customer the parent company will be selected as customer group and all the child companies will be added as customers under the group by specifying their Name of Business, Contact person, First name etc.

2.Branch- Mention your branch to which this customer belongs. Branch creation can be done from-Admin Acc--->Setup--->Branch

3.Mention the First Name of the client.

Account Manager-If a person is appointed as an account manager he will be able to see all the task of that client irresespective of to whom it is assigned.

Asssign Recuuring Services-Tagging Work categories with the Client 

Customer data is divided into 2 segments. One is customer account information and other is mapping of recurring Work Categories with customer.  Further some custom fields can also be added. Please fill the form and map the customer associated Work Category for their tasks you need to work on, Please click on "Submit" button to store the customer information.

Note: To get list of Work Category first you have to setup the workflow. To Setup the Workflow please refer to Workflow setup module.

1. Import Customer:

In Import Customer Data, we can directly import the data of all relative customers as branch wise or in default branch in excel sheet.

For this we should go to "Customer ---> Import" button.

Then we will get the page given below:

You can download the Customer Import Format Excel Sheet by selecting Detailed Or Minimal Version.

Minimal Version--->It has all the basic columns to add the customer detail (few are mandatory)

Detailed Version--->It has all the basic columns along with some extra columns like the  income tax/gst username & password column, date of incorporation of the company etc.

After that select the branch for the customers then choose the file and upload it in xls format and then click on Import .

Few important instructions to be followed-

1.Customer group code(group name), First Name and Name of business are mandatory columns. Any cell in these column cannot be left blank

2.Customer code can be any code which you can enter which is followed to identify the customer in the organization.

3.Do not use (') or (") anywhere in the Import Sheet.

4.Email id and number column will have single values. Kindly mention the correct email id without any spell errors.

5.State and City column will have the correct spelling else system may throw error

6.Do not hide/delete or add any columns from the template. The heading and sequence of columns will remain unchanged.

Customer Group Import: 

You can create multiple groups in bulk.  Navigate to main menu Select "Import ---> Customer Group ---> Import Customer Group" 

Click Here link: it is a sample file in excel formal which will help you to upload data as per the given required fields

Upload only .xls file 

 

To view the customers groups

Navigate to Customers and select customer group.

Here you can further create view and edit the details

 

Create Customer Group:

Customer groups can be made for the customers with same department, same family members etc. This will help in getting the required data at one click. 

For customer group creation-

• NAVIGATE to CUSTOMER 
• SELECT CUSTOMER GROUP

Fill in the details. A sample of the same is shown below:

All the customer groups that you have made will be visible on the right corner and can be edited by clicking on the same.

Customer Profile:

For this Navigate to "Customers --- > Customer name  You can edit / delete the customer profile and add informantion in the files section.

1) Profile:

You can edit / delete the customer profile details and add information in the files section.

2) Task:      

You can view task created throughout work category wise in the , all the due dates, assignee, status time spent and allocated and billing status. All the data cab be exported in excel sheet.

3) Service:           

Here you will be able to the list of services which has been provided to the client. Also update the fees, manager/resource and detach the workcategory from the customer as shown in below screen.

4) Account Summary:   

This will show the details of all the bills raised,amount received/payment recorded, debit/credit notes and total outstanding. A complete ledger of all the debit and credit amount.

5) Hrs. Spent:    

Resource and work category wise hours spent by the team is displayed in this tab. Only the approved hours will be appear here.

 

5. Contacts:

This is like a diary where one can save multiple contact details of the client's team for further reference.

6. Email

This tab will reflect all the emails sent to the client from ERPCA right from the Account creation to all other mails regarding tasks and invoices.

   7. Service Terms

    Here you can define all the services agreed upon with the client along with terms and conditions.

    

8.DSC

Here you will be able to see all the dsc records updated by the team.