Use Customer Class in Prompt Distribution Solution

 

Distribution ERP Software

What facilities/attributes your account master should be enabled with

  • Cheque Name
  • Limit Days
  • Grace period
  • Limit Amount
  • Limit bills
  • Customer Class
  • Route
  • Customised Code
  • Credit/Debit Note and its rate profile
  • Contacts details
  • Licensing details and its validity
  • Permanently deactivate for transaction
  • Customised rate profile
  • Customised Discount profile
  • Customised Scheme profile
  • Customised Productwise Discount profile
  • Customised Billing profile
  • Invoice format for mail
  • Auto notify about outstanding
  • Whether Institute or not
  • GST registered or not
  • Banking details
  • When Account type is Bank – Bank Account number to be mentioned
  • Sales return limit
  • Credit Days
  • TDS/TCS applicable or not and how much along with Threshold
  • Destination Country, Port
  • Currency
  • Scheme to be passed or not
  • Allowed for return or not

 

Every above attribute has a certain use case which allows Distribution businesses to manage operations efficiently while dealing with customers or suppliers or any other account.

Customer Class

Use Case: Its useful when you want to set Key performance indicators of the customers you are serving. You can name the class of customers and set KPIs in our Customer Class master from Master – Account – Customer Class. Then select the appropriate customer class in the master of the respective parties.

Usefulness: Its useful to analyse which customer class is giving how much business and growth analysis. You can rework on classification based on the output you get from the reports.

We shall continue with other attributes in next blog. Stay tuned on https:/prompt.in

Along with all functionalities what values we add to exceed your expectations?

Previous relevant blog

To get better idea about usability

To get a brief idea of solution’s capabilities view these videos

Our Mobile Application is very useful for your business scale, watch the videos to get idea

Verticals we serve

Wholesale and Distribution

Manufacturing

Retail

Healthcare

 

Leave a Comment