Customer Management And New Customer

A Customer is the most vital asset of any business. In the ERP, the Customer record serves as the central "Master Data" that fuels the entire sales cycle. Without a customer, you cannot generate a quotation, book a sales order,...

Customers Listing and Overview

A customer is an individual or business that purchases another company's goods or services. It's just an inquiry page to list the customers and view them in detail. Customers have the country, state and cities selection soon.Add edit, manage customers...

New Customer Branch Creation Form

Efficiently managing multiple locations or sub-entities under a single customer profile is vital for accurate logistics and accounting. The New Branch form allows you to create specific delivery points or departmental hubs that remain financially linked to the primary Customer...

Branch Balance Transfer

Overview:The Branch-to-Branch Balance Transfer Form in TamilAccounting ERP allows users to transfer outstanding balances from one branch to another within the same customer account. This feature is particularly useful for businesses that operate multiple branches under a single customer and...

Customer Branches View

The Branch View provides a focused breakdown of a specific delivery location or departmental sub-entity linked to a parent customer. This view allows you to verify the unique logistical and accounting configurations that apply only to this specific site, ensuring...

Customers List Inquiry

The Customer List serves as a central hub for managing all your business relationships. It provides a comprehensive view of every registered customer, allowing users to quickly search, filter, and modify account details. The list is designed for high-speed navigation,...

Customers Listing and Overview

 nbsp; A customer is an individual or business that purchases another company's goods or services. It's just an inquiry page to list the customers and view them in detail. Customers have the country, state and cities selection soon.Add edit, manage...

Customer Branches List

Customer Branches List The Branches list is a centralized management hub where you can view, edit, and monitor all delivery locations and sub-entities linked to your customers. This screen provides a high-level overview of localized operational data, allowing you to...

Contacts List Inquiry

Customer Contacts List The Contacts list is a specialized directory within the ERP that stores all primary and secondary communication profiles associated with your customers. While a "Customer" is the legal entity and a "Branch" is the physical location, a...

Customer Contacts List

The Contact View provides a detailed profile of a specific individual associated with a customer account. While the Customer record handles the legal and financial side, this view focuses on the human element—ensuring you have the correct person to contact...

Customer Tasks

The Tasks list serves as an internal activity tracker specifically for customer-related actions. It allows your team to schedule, assign, and monitor follow-ups, meetings, or administrative requirements linked to a specific client. This ensures that no customer request or internal...

Customer Files and Attachments

The Files tab acts as a secure digital cabinet for all documents related to a specific customer. Instead of searching through external folders or email attachments, you can store and access critical paperwork—such as signed contracts, KYC documents, tax certificates,...

Customer Activity and Reminder

The Activity tab acts as an automated audit trail and communication log for a specific customer. It records every significant interaction, system update, and notification sent to the client. This timeline is essential for sales and support teams to understand...

Sales Transactions

The Transactions tab is a comprehensive financial ledger that records every commercial exchange between your business and a specific customer. It provides a real-time snapshot of the customer's economic lifecycle, from initial sales orders and deliveries to final tax invoices...

Customer Estimates List

The Estimations tab acts as a preliminary sales dashboard, tracking all initial cost projections and informal quotes provided to a customer. Estimations are typically the earliest stage of a sales conversation, allowing you to provide pricing and scope without creating...

Proposals List

The Proposals tab serves as a central repository for all formal business offers, quotations, and bids sent to a specific customer. This view allows your sales team to track the pre-sales journey, monitoring which proposals are pending, accepted, or expired....

Opportunities List

The Opportunities tab is a strategic sales tool used to track potential revenue-generating deals at their earliest stage. Unlike a formal proposal or estimation, an Opportunity represents a "qualified lead" or a specific sales goal linked to a customer. This...

Customers Listing and Overview

The Customer View provides a overview of a specific client's profile. It consolidates identity, contact details, financial settings, and tax configurations into a single, organized layout. This view is essential for verifying master data before processing high-value transactions.   At...

Customers Projects List

The Projects tab is a specialized tracking view designed for businesses that manage long-term engagements, service contracts, or multi-phase assignments for a specific client. By linking projects directly to a customer, you can consolidate all related tasks, costs, and timelines...