Customer Info
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The Customer Info module helps to manage & track detailed information of the customer like balance, AR Aging, transactions, orders and estimates, invoice details, and communication history. The Customer Info Module contains all the information about various customers in the XoroERP database. You may quickly check all the details about a customer by using the Customer Info module. On this page, you may see, update, and view their orders, invoices, and balances.
The Customer Information Module is crucial for increasing sales performance by providing superior customer service and building strong client relationships. As the Customer Info module contains all the customer's stored details, sales reps can use this module to make sure that bills are accurate and sent on time, follow up on orders and estimates, and reply to client inquiries promptly. The sales team is much more productive thanks to the module's ability to filter and categorize data by transaction kinds, dates, and other criteria. This allows them to concentrate more on engaging customers and less on administrative duties.
The primary use case of the Customer Info module is to provide a comprehensive overview of a customer's information quickly.
Users can access essential details such as Orders, Invoices, and balances directly from this module.
Users can access a tab listing orders and estimates for the selected customer.
Filtering options include Type, Status, Date Filter, and Ship Date, offering flexibility in viewing specific types of orders within a specified timeframe.
Efficient management of customer orders and estimates is facilitated through these features.
The module offers a variety of options at both the header and detail levels, enhancing the efficiency of customer information management.
Users can swiftly navigate through different tabs and apply filters to focus on specific information.
Users can edit customer Orders and Invoices directly from the Customer Info module, ensuring real-time updates and corrections as needed.
The Customer Info module serves as a centralized and efficient tool for managing customer-related information, enabling users to quickly access, analyze, and edit crucial data for improved customer relationship management within the XoroERP system.
