Concept	Description	Example
Customer	Individual or company record	Acme Corporation
Category	Classification grouping	Retail, Wholesale, VIP
Conglomerate	Parent company linking	Holding Company Group
Credit Term	Payment period rules	Net 30, Net 60
Credit Limit	Maximum credit allowed	RM 50,000

Customer Hierarchy

Conglomerate (Parent)
├── Customer Company A
│   ├── Branch 1
│   └── Branch 2
├── Customer Company B
└── Customer Company C

Quick Start Guide

For Sales: Find Customer Information

Goal: Quickly access customer profile and credit status

Navigate: Go to Customer Listing from the sidebar
Search: Enter customer name, code, or phone
View Profile: Click to see full customer details
Check Credit: View credit term and limit information

For Credit Controller: Set Up Credit Terms

Goal: Configure customer payment terms

Navigate: Go to Credit Term Listing
Create New: Click "+" to add credit term
Configure:
- Set Term Name (e.g., “Net 30”)
- Define Days for payment due
- Add Description
Save: Apply to customers as needed

For Operations: Import Customers in Bulk

Goal: Add multiple customers from a file

Navigate: Go to File Listing (File Import)
Download Template: Get the customer import template
Prepare Data: Fill in customer details
Upload: Import the completed file
Validate: Review detected records
Process: Confirm and create all customers

Customer Listing

Managing Customer Profiles

The main customer listing provides:

Search & Filter - Find customers quickly
Create Customer - Add new customer records
Edit Customer - Update existing information
View Details - Full profile with related data

Key Customer Fields

Field	Description	Required
Customer Code	Unique identifier	Yes
Customer Name	Display name	Yes
Category	Customer classification	No
Credit Term	Default payment terms	No
Credit Limit	Maximum credit	No
Contact Info	Phone, email, address	No
Tax ID	Business registration	No

Customer Categories

Organizing Customers

Group customers for:

Pricing - Different price lists by category
Reporting - Segment-based analysis
Marketing - Targeted campaigns
Policies - Category-specific rules

Category Examples

Retail Customers
Wholesale Distributors
Government Agencies
VIP/Premium Customers
New Customers

Credit Terms

Payment Term Configuration

Define when payment is due:

Net 30 - Due within 30 days
Net 60 - Due within 60 days
COD - Cash on delivery
Prepaid - Payment before delivery

Credit Term Fields

Field	Description
Term Code	Unique identifier
Term Name	Display name
Days Due	Number of days
Description	Additional details

Credit Limits

Managing Credit Boundaries

Set maximum credit exposure:

Per Customer - Individual limits
Per Category - Category-wide defaults
By Currency - Multi-currency limits

Limit Monitoring

View current utilization
Alert on approaching limits
Block orders exceeding limits

Conglomerates

Linking Related Companies

Track corporate relationships:

Parent Company - Holding company
Subsidiaries - Child companies
Combined Credit - Group-level limits
Consolidated Reporting - Group analytics

File Import/Export

Bulk Data Operations

Import files for:

Customers - Main customer records
Customer Branches - Branch locations
Customer Companies - Company profiles
Customer Employees - Contact persons
Customer Categories - Category definitions
Credit Terms - Payment terms
Credit Limits - Credit boundaries

Export Capabilities

Export customer data to Excel/CSV
Filtered exports based on criteria
Scheduled export options

Entity Merging

Cleaning Duplicate Records

Merge duplicate customers:

Identify Duplicates - Find matching records
Select Master - Choose record to keep
Merge Data - Combine information
Process - Execute the merge

Entity Merge Processing

Track and process pending merges in bulk.

Configuration & Settings

Default Settings

Configure default values for new customers.

Field Configuration

Customize visible fields and mandatory inputs.

Business Nature

Define types of business for customer classification.

Printable Format Settings

Customize document printouts for customers.

Entity Branch Group

Configure branch grouping rules.

Webhook Configuration

Integrate with external systems for customer updates.

Feature Visibility

Control which features appear for users.

Permissions

Control access levels:

View - Read customer data
Create - Add new customers
Edit - Modify existing records
Delete - Remove customers
Admin - Full configuration access

Personalization

Personal Default Settings

Save your preferred filters and view defaults.

Sidebar Customization

Arrange menu items to match your workflow.

FAQ

Q: How do I prevent duplicate customers? A: Use Entity Merging to find and merge duplicates. The system can also warn on similar names during creation.

Q: Can I import customers from another system? A: Yes, use the File Import feature with the provided template format.

Q: How do credit limits work with conglomerates? A: Credit can be set at individual or group level. Group limits apply across all subsidiaries.

Q: What happens when I merge customers? A: All transactions from the merged customer transfer to the master record. The duplicate is deactivated.

Q: Can I have different credit terms per branch? A: Yes, each branch can have its own credit term configuration.

Q: How do I export customer data for reporting? A: Use the File Export feature to download customer data in Excel format.