Customer Centre Fields

The Customer Centre in XoroERP serves as the repository for comprehensive information about registered customers. It encompasses all the necessary details related to customers within the XoroERP ecosystem. Any customer generated in XoroERP is housed within the Customer Centre. Navigating to the Customer Centre is straightforward, accessible through the left-side search menu by specifically selecting "Customer Centre." This functionality greatly facilitates diverse processes within XoroERP, offering users a streamlined approach to managing tasks related to sales orders, invoices, sales receipts, or refund receipts. The platform allows effortless customer searches based on criteria such as name, email address, phone number, type name, and ship-to postal/ZIP code. Additionally, an advanced search option is available for users looking to further refine their search parameters.

Header Level Options

Customer Centre furnishes users with several header level options to streamline various processes.

Merge

The Merge option provides the capability to combine details from two or more customers into a singular customer record. This process involves selecting a Primary customer, into which the information from other specified customers will be merged. This feature is particularly useful in scenarios where one of the customers becomes inactive. Utilizing Customer Merge allows for the consolidation of duplicate customer entries or the transfer of details from an inactive customer.

Upon selecting the customers by marking the checkbox next to their names and choosing the Merge option from the menu, the system prompts the user to designate the Primary Customer. It is crucial to emphasize that only the saved credit card details of the primary customer will be retained; any saved cards associated with secondary customers will be removed from the system. Following the successful completion of the merge, all historical activities linked to the original customer become associated with the new, merged customer or site.

Validate Portal Email(s)

This functionality permits the validation of customer portal account emails for the specified customers

To successfully execute the Validate Portal Email(s) request, it is necessary to generate a portal user for the designated customer through the Create Customer module.

Show Credit Card Report

This option allows you to view the credit card report for the selected customer.

In the search interface, you have several options to locate customers and manage their credit card reports:

1. Search Bar:

   • Utilize the search bar to input the search criterion and initiate a search for their credit card report. Users can search details from any column through search bar.

2. Save:

   • The save function enables the preservation of the credit card report associated with the customer for future reference.

3. Columns:

   • Customize your search results by selecting specific criteria from the column dropdown. Options include customer name, last 4 digits, and card expiration status.

4. Download:

   • Export and download the credit card report in a variety of file formats such as .csv, txt, MS Word, MS Excel, PDF, and MS Excel(.xlsx). This feature provides flexibility in accessing and sharing credit card report data.

Batch Delete

This allows you to Batch Delete the selected customers and details related to them.

Batch Update

The Batch Update feature empowers users to efficiently modify details for selected customers through a systematic approach. Here's how it works:

1. Batch Update Column Name and Value:

   • Within the pre-filled dropdown menu, users can choose the specific column for which they intend to update details for the selected customer. For instance, selecting "Sales Rep" populates the Value Field dropdown with names of Sales Reps in XoroERP. Choose the desired Sales Rep, and the updated information seamlessly reflects on the Customer Page. This dynamic updating process extends to various columns, including "Default Payment Method" and "Show Invoice Credit Deposit on Portal?"

2. Flexible Column Options:

   • The Column Name dropdown presents an array of options such as Payment Terms, Customer Group, Order Type, Tags, Default Shipping Terms, Is Restricted, Brands, and Is Active. Based on the selected column, the Value field dynamically populates, facilitating quick and accurate updates as needed.

3. User-Friendly Checkbox Option:

   • For certain options like "Show Invoice Credit Deposit on Portal?", selecting this column presents a checkbox in the Value field with an option to toggle between Yes or No. Simply clicking the checkbox allows users to swiftly update the chosen option.

In essence, Batch Update streamlines the process of customer data management by providing a structured method to update various details, ensuring accuracy and efficiency in handling customer information.

Send Portal Invitations

This functionality enables users to dispatch Portal Invitations to the selected individuals. The chosen customers must have an active Portal for this option to be effective.

In order to send a portal invitation, the customer must already be registered as a portal user. It's important to note that if the portal is already active for the customer, you will not have the option to send the invitation again.

Direct Debit Setup Request

This feature enables users to send requests for Direct Debit setups to the selected customers.

It is important to note that you need to set up a default ach gateway for the selected customer.

Xoro has seamlessly integrated the GoCardless ACH Payments system to enhance the efficiency and speed of the payment process.

Through the Direct Debit payments service, customers are presented with the option to authorize cardless payments using a mandate. Once this mandate is established, businesses gain the capability to collect payments directly from their customers on a recurring basis. This process alleviates the need for customers to take any action on their end, streamlining the payment experience for all parties involved.

Header Level Search Fields

These versatile search options enhance precision and flexibility when managing customer information.

Customer Name - This allows you to search for the specific customer as per their name.

Email - This allows you to search for a specific customer using their email address.

Phone - This allows you to search for a specific customer using their phone

Type Name, Email, Phone or Account Number - This option allows you to add a new customer by clicking on the plus icon. Doing so will take you to the Create Customer Page.

Ship To Postal/Zip - This allows you to search for a specific user using their Postal/Zip code.

All References - This allows you to search for a specific customer using their reference numbers stored in the system.

The "All References" feature in the Customer Centre is governed by an App Config setting. To access and modify this setting, navigate to the App Config module and search for "Customer Search Criteria." This configuration option empowers users to select the fields they wish to include in the customer search dropdowns, including the "All References" field.

If none of the options are selected or configured, the corresponding field will not be visible to users. However, this does not hinder users from searching for customers within the system. Instead, users can still perform customer searches based on their specified criteria, even if the particular reference field is not visible.

This flexible approach ensures that users can adapt the Customer Center to their specific needs and preferences, allowing for a streamlined and efficient customer management process. By tailoring the visibility of fields based on configuration settings, users can focus on the most relevant information and optimize their workflow within the Xoro ERP system.

Header Level Important Icons

These features cater to diverse needs, providing users with a seamless experience while navigating and managing customer information.

1. Refresh:

   • This functionality empowers users to refresh search results based on selected criteria, ensuring that the displayed information is always up-to-date.

2. Save:

   • Save feature enables users to preserve any updated user interface (UI) settings, ensuring a personalized and consistent experience during future interactions with the module.

3. Advanced Search:

   • The Advanced Search option elevates customer information retrieval to a sophisticated level. Users can delve into a nuanced search by specifying criteria such as Column Name, Operator, and Value, facilitating precise and tailored searches.

4. Columns:

   • Columns represent the customizable criteria available to users, enabling them to further refine their searches.

5. Download:

   • This versatile feature allows users to export and download data in various file formats, providing a summarized overview for quick reference. Options include CSV, TXT, MS-Word, MS-Excel, PDF, and MS-Excel(.xlsx), catering to diverse user preferences and use cases.

Other Features

In addition to the aforementioned features and functionalities, the Customer Centre provides direct access to various other modules and functionalities within XoroERP, offering users a valuable alternative and streamlining processes related to customers. By right-clicking on any customer's row, a dropdown menu of options appears, facilitating various processes such as creating Estimates, Sales Orders, Invoices, Sales Receipts, and deleting customers.

Below is an explanation of each functionality:

1. Open: This option allows you to open the Customer details page for the selected customer, enabling you to update their information. Additionally, you can perform other actions typically available in the Customer module, such as creating duplicate customers, estimates, sales orders, invoices, portal invitations, and setting up direct debit cards.

2. Customer Info: This option grants access to the customer info module for the selected customer, providing all the necessary information available in the Customer Info module about them including Transactions, Order History, Invoices and Communications.

3. Create Estimate: This option enables you to create an Estimate directly for the selected customer via the Create Estimate module.

4. Create SO: This option allows you to create a Sales Order directly for the selected customer via the Create SO module.

5. Create Invoice: With this option, you can create an Invoice directly for the selected customer via the Create Invoice module.

6. Create Sales Receipt: This option allows you to generate a sales receipt for the selected customer through the Create Sales Receipt module.

7. Delete: This option permits you to delete the customer from the Customer Centre.