Overview:

The Customer View screen in TamilAccounting ERP provides a comprehensive summary of all details related to a specific customer. This screen is organized into various tabs, each containing specific information and tools to manage the customer relationship effectively. It includes sections for customer details, branches, contacts, tasks, files, and more. The Subscriptions tab is only visible to resellers and accountants, offering additional functionalities specific to those roles.

Key Sections:

1. Overview Section:

   • Code: The unique identifier for the customer within the system (e.g., "karur001").
   • Name: The full name of the customer (e.g., "Karur Sweets").
   • Short Name: A shortened version of the customer’s name for quick reference.
   • Address: The physical address of the customer, including street, city, state, and postal code.
   • Country, State, City: The geographic location of the customer.
   • Currency: The currency in which the customer’s transactions are conducted (e.g., INR).
   • Sales Type: The type of sales associated with the customer, such as Retail or Wholesale.
   • GST No: The Goods and Services Tax number associated with the customer.
   • Phone and Email: The primary contact information for the customer, allowing for quick communication.

2. Details Section:

   • Discount: The standard discount percentage applied to the customer’s transactions.
   • Prompt Payment Discount: Any discount percentage offered for prompt payments.
   • Credit Limit: The maximum credit amount allowed for the customer.
   • Payment Terms: The agreed-upon payment terms, such as "Cash Only."
   • Credit Status: The customer’s credit history or status, indicating their reliability.
   • Branch: The branch handling the customer’s account.
   • Department: The specific department within the branch managing the customer.

3. Branch Information:

   • Default Inventory Location: The primary inventory location associated with the customer’s transactions.
   • Default Shipping Company: The shipping company preferred by the customer for deliveries.
   • Sales Area: The sales area or territory linked to the customer.
   • Tax Group: The tax group that applies to the customer, such as GST.
   • Sales Account: The account used for recording sales transactions.
   • Sales Discount Account: The account used for recording discounts given to the customer.
   • Accounts Receivable Account: The account that tracks receivables from the customer.
   • Prompt Payment Discount Account: The account used for recording prompt payment discounts.

Tabs:

1. Branches:

   • This tab lists all the branches associated with the customer. Users can view and manage branch details, including contact information, location, and associated sales data.

2. Contacts:

   • The Contacts tab displays all contacts linked to the customer. Users can manage contact information, including phone numbers, email addresses, and references for individuals associated with the customer and its branches.

3. Tasks:

   • This tab allows users to assign and manage tasks related to the customer. It provides a space to track ongoing and completed tasks, ensuring that all customer-related activities are monitored and completed in a timely manner.

4. Files:

   • The Files tab is used to upload and store documents related to the customer. This can include contracts, agreements, or any other relevant documents that need to be easily accessible.

5. Activity:

   • The Activity tab logs all interactions and transactions with the customer. This includes changes to customer information, notes on meetings or communications, and any other significant activities that need to be recorded.

6. Transactions:

   • This tab provides a detailed overview of all financial transactions involving the customer. It includes invoices, payments, credits, and any other financial records associated with the customer.

7. Projects:

   • The Projects tab is used to manage any projects associated with the customer. It allows for tracking progress, deadlines, and responsibilities, ensuring that customer-related projects are completed efficiently.

8. Proposals:

   • This tab is where users can create and manage proposals sent to the customer. It helps in tracking the status of proposals and ensuring that follow-ups are made as needed.

9. Estimates:

   • The Estimates tab allows users to create and manage estimates for the customer. These estimates can be converted into transactions once approved by the customer.

10. Opportunities:

    • This tab is used to track potential sales opportunities with the customer. It helps in managing the sales pipeline and ensuring that all opportunities are followed up on.

11. Subscriptions:

    • Visible to Resellers and Accountants Only: The Subscriptions tab allows resellers and accountants to manage any subscriptions that the customer has. This includes subscription details, billing cycles, and renewal information.
    • This tab is crucial for managing ongoing services or products that the customer subscribes to, ensuring that renewals and payments are handled smoothly.

Actions:

1. Edit:

   • The "Edit" button allows users to modify the customer’s details, including contact information, financial settings, and more.

2. Portal:

   • The "Portal" button provides access to the customer’s portal, where they can view their account details, transactions, and other relevant information.

Tips:

• Regularly Update Information: Keep customer details, branch information, and contact records up-to-date to ensure smooth communication and transaction processing.
• Utilize Tabs for Organization: Use the various tabs to organize customer-related information efficiently, ensuring that all data is easily accessible and well-managed.
• Monitor Subscriptions: For resellers and accountants, regularly check the Subscriptions tab to manage renewals and billing cycles effectively.