📘 Customer Master – User Manual

Version: V.1.0.32
Prepared by: Ramya R
Date: 07/07/2025

📑 Table of Contents

1. 🔹 Introduction

2. 🖥️ System Requirements

3. 🔐 Logging In

4. ⚙️ Main Features and Functions
     • 4.1 Creating New Customer Entries
     • 4.6 Notes
     • 4.7 Attachment Details
     • 4.8 Customer Summary and Financials

5. 🛠️ Troubleshooting Common Issues

6. ❓ Frequently Asked Questions

7. 💬 Support Information

🔹 1. Introduction

The Customer Master module allows users to create, manage, and maintain complete customer records including address details, business roles, GST setup, attachments, and related configurations. It ensures consistency and accuracy for all customer-related operations and serves as a centralized reference throughout the system.

🖥️ 2. System Requirements

• Recommended Browser: Google Chrome version 90 or above / Mozilla Firefox version 85 or above

• User Roles with Access: Administrator, Sales User, or Accounts User

🔐 3. Logging In

• Access the application via the official login page.

• Enter your user credentials (username and password).

• From the main dashboard, navigate to the Customer Master module.
  
  
  
  
  

⚙️ 4. Main Features and Functions

📘 4.1 Creating New Customer Entries

• Click on the “New” button to initiate customer creation.

• Enter the following mandatory details:

  • Customer Code – A unique identifier for the customer

  • Customer Name – The legal or registered name of the customer

  • Address Details – Including Country, State, City, and Postal Code (Pincode)

  • Email Address, Telephone Number, Fax Number, TAN Number

• Set the Status to either Active or Inactive.

• Choose the GST Type as applicable based on the customer's tax category.

• Define the Business Roles by selecting applicable roles such as:

  • Forwarder

  • Exporter

  • Importer

  • Agent

  • Depot Client

• Once all required fields are filled, click on Submit to save the customer record.
  
  
  

🗒️ 4.6 Notes

• Go to the Notes tab to input any additional internal instructions or remarks.

• Select the note category using the “Intended For” dropdown field.

• Type the relevant message or note in the provided text box.

• Use the following buttons to manage notes:

  • Add – To insert a new note

  • Update – To modify an existing note

  • Delete – To remove an existing note
    
    
    

📎 4.7 Attachment Details

• Navigate to the Attachment Details tab.

• Click on the Add button to enter an attachment name and upload the corresponding file.

• Use the Upload button to attach relevant documents such as:

  • Customer Agreements

  • Business Licenses

  • Compliance or Certification Documents
    
    
    

📊 4.8 Customer Summary and Financials

The Customer Summary tab provides categorized views for quick reference and management:

• All – Displays a list of all customer records in the system

• Active – Displays only currently active customer entries

• Blacklisted – Lists customers who are inactive or blacklisted for any reason

• Approve Pending – Shows customers whose data is pending review and approval
  
  
  

Once a customer record is approved, the system will automatically generate their Financial Condition profile.

Additional options available:

• Click on the Edit icon to modify an existing customer record.

• Use the Create Fin Condition button if the financial profile needs to be created manually.
  
  
  
  
  

🛠️ 5. Troubleshooting Common Issues

❓ Frequently Asked Questions

Can multiple contact persons be added for a customer?
Yes, you can enter multiple contact details under the Contact Details tab.

How can a customer be marked as inactive?
Open the customer’s profile, change the Status to Inactive, and then click Save.

Is there a bulk upload option for customer data?
Yes, the Customer Master module includes a Bulk Upload feature. You can use the provided template and upload multiple records at once.

💬 Support Information

For technical support or system-related queries, please reach out to the IT Helpdesk at:
📧 helpdesk@aggrandizeventure.zohodesk.in