Customers
In this tab we can define the whole information of the customers.
Maintain a centralized directory of all registered customers, capturing essential contact and classification data to support communication, segmentation, and reporting across departments.
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.