Customer Matrix:


Customer matrix is the newly added revolutionary feature in ERPCA. Here you just have to click on the provided list of the work categories for various clients for activating allocating it for a client. For eg. If you wish to activate GSTR 3B for a particular client, you just need to check on the check box and GSTR 3B will be 

activated for that particular client of yours.

For this go to "Customer ---> Customer matrix".




Please refer the following figure to access customer matrix.


1. User can find the matrix by Customer Group


After selecting "Customer Group" ie. "Ecotest" from the list it shows expected result below:




2. User can find matrix by Department

    

       


After selecting "Department" ie. "Company Law" from the list it shows expected result below:



3. User can find matrix by Customer/Company name


     


After entering "Customer Name" ie. "STAR HEALTH CARE" and click on Find button it shows result below: