Customers General

The Customers module in the EDI system is designed to manage customer records, including contact details, financial information, and organizational affiliations.

It enables users to create, update, and track customer interactions, ensuring efficient relationship management and compliance with business processes.

Module Functions

  • Customer Creation: Allows users with the necessary permissions to create a new customer, including company details, and contacts.
  • Customer Management: Provides functionalities to update customer information, manage statuses, and modify associated data.
  • Integration with Workflows: Connects with the approval workflow system to ensure compliance and structured decision-making.
  • Dashboard: Provides an overview of all customers, including pending approvals and recently added ones.
  • Customers Create: Guides users through the process of creating a new customer, including required fields and approval processes.
  • Customers Details: Displays detailed information about a specific customer, including contact data, transactions, and history.
  • Workflows: Defines the approval workflow for customer creation and updates, ensuring structured review and compliance.
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Customers Create

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