Basic | Creating a Client

1 - Creating Client

Permission to create a client may be necessary.

1. Master Data -> Client ->[≡] -> Create New Client -> Function -> New Client
2. When creating a new client a box will prompt up to enter Company Name, Mobile, Currency Code and Default Sales Type.
3. The Company Name will be set as Client Name after you entered it.
4. Client Category is optional to change between Personal and Company.
5. Fields required: Company Name, Currency Code and Default Sales Type.

• Mobile Number cannot be duplicated.

2 - More Tips for Client Info Management

1. Additional Info is the place to keep track of the current client contact information and personal information.
2. Dedicated Sales Person refers to who is the salesperson for this client.
3. Dedicated Price Scheme refers to what type of selling price will be provided to this client.
4. Individual Discount Rate (%) refers to what member discount rate will provide to this client.
5. Accumulated Points refer to the point system that the client has earned.
6. Purchase History refers to client sales history.
7. Item Purchased History refers to items sold to the client.
8. Redemption history refers to client point redemption history.
9. Optional: Set up the compulsory fields for creating a new client in System Configuration.