Customer Management User Manual

Overview

“Customer Management” is a screen for registering, modifying, and deleting information on business partners (suppliers/customers) used for purchasing/outsourcing/sales, etc.

Access

• Sidebar: Standard management → Customer management

Before you begin

• Prepare business-registration information and the representative, address, and contact details for the person in charge.
• Determine the partner type and usage status, and decide whether to use automatic code generation.

Required information

• Partner Name, Partner Type, Usage Status, Representative Name, and Business Registration Number are required.
• Business Type, Business Item, Business Address, Contact Name, and Contact Mobile Phone are also required.
• Partner Code is also required when automatic code generation is not used.
• Detailed address, main telephone number, and other fields are not required when saving.

Save and processing checks

• Check the business registration number and contact details for typographical errors.
• If head-office and branch information is registered separately, confirm that it is linked to the correct partner.
• After saving, confirm on the list and details screens that the partner type and usage status are applied as intended.

Screen layout (general)

• List: Customer code/name, person in charge/contact, availability, etc.
• Registration/Details (Modify): Customer details input form

Registration

1. Click Register from the list.
2. Enter customer information.
   • Customer name/code (can be automatically generated according to policy)
   • Contact information/address/person in charge (if provided)
   • Whether to use it or not
3. Click Save to register.

Editing

1. Click a business partner in the list to enter details.
2. Click Edit.
3. Save after changes.

Deletion

1. Select the business partner you want to delete from the list.
2. Click Delete and confirm.
3. Deletion of business partners that are in use for production/ordering/stocking/delivery, etc. may be restricted.