Customers

Watch: How to Upload Customers in Axon ERP Through Excel

1. Customer-Level Configuration

This module enables users to view, create, and manage customer records. Each entry includes:

• Customer Code & Name – Unique identifier and full name of the customer.
• Customer Category – Classification label (e.g., Gaming Customer) for segmentation.
• Phone Number – Primary contact number for communication.
• Email – Registered email address for correspondence.
• Address – Full residential or commercial location for delivery or verification.
• System Association – Indicates the ERP system in use (e.g., Axon ERP).

The interface includes the following options:

• Create Customer – Add a new customer record manually.
• Import – Bulk upload customer data via file.
• Export – Download customer records for external use.
• Search by Name – Quickly locate customers using their name.
• Filters – Apply category or location-based filters to refine the list.

2. Customer Management Insights

• Consistent categorization (e.g., “Gaming Customer”) supports targeted marketing and service delivery.
• Accurate contact details enable direct communication and reduce service delays.
• Address fields support logistics, verification, and audit readiness.
• Search and filter tools enhance usability for large datasets.

3. Operational Guidance

• Use this module to maintain a clean, searchable customer database across departments.
• Ideal for sales teams, support staff, and ERP administrators.
• Supports CRM workflows, customer segmentation, and compliance tracking.
• Ensure customer categories align with business logic and reporting needs.

4. Creating a Customer

Click the Create Customer button and fill in the following fields:

• Name (required)
• Customer Category (required)
• Customer Code (auto-generated)
• Price Type (optional)
• Address (optional)
• City (optional)
• Province (optional)
• Registration Type (optional)
• Email (optional)
• Phone (optional)
• NTN Number (optional)
• CNIC Number (optional)
• Payment Terms (optional)
• Order Booker (optional)
• Routes (optional)

5. Column Customization

Click the column settings icon to customize visible columns. Available columns: Name, Created Date, Batch Id, Entity Category, Phone, Email, Address, Entity Code, Ntn Number, Cnic Number, Province, Registration Type, City, Route Name.