Customers Details

Overview

The Customer Details page serves as a central hub for reviewing and managing all aspects of a customer’s profile. It supports role-based access, enabling authorized users to update key information, oversee contact and billing records, and monitor associated requests across procurement and finance modules.

Depending on their permissions, users can view approval statuses, edit customer data, or take action within the customer approval workflow.

Approvers assigned in the approval workflow also have access to this page, with additional buttons to either approve or reject the Customer creation.

General Information

This section provides the essential details about the customer: Name and Number, Currency, Email and Phones.

Users can review and update this information when necessary, if a customer isn't public.

Edit Button

Clicking the Edit button allows users to modify vendor's details. Once in edit mode, the fields in the General Information section become editable for updates.

Customer Contacts, Billing Info, and Addresses

Users can manage the customer’s:

• Contacts: Add and update the customer’s contact information.
• Billing Info: Manage billing details related to the customer.
• Addresses: Add or modify the customer’s addresses.

Each section includes an Add button, allowing users to input new records. When clicked, a new row is added for the respective section.

Requests

The Requests section lists all requests or orders related to the selected customer, allowing users to track the customer's involvement in key business processes. The section includes the following tabs, displayed in this order:

• Purchase Requests (PR)
• Request for Proposals (RFP)
• Purchase Orders (PO)
• AP Invoices
• Goods Receipts