Clients

The Clients section serves as a central hub for managing all client-related information and interactions within the ERP system. It provides an organized view of clients, enabling efficient tracking, onboarding, and data management.

Main Features:

• Client Overview: This area displays a list of clients, showing essential details such as:

1. Name: The client's full name.

2. Email: The contact email address.

3. Status: Indicates whether the client is active or inactive.

4. Created Date: The date when the client was added to the system.

• Search and Filters: Users can quickly find clients through a search function and apply filters based on:

1. Status

2. Category

3. Sub Category

4. Project

5. Contract Type

6. Country

These filtering options enhance navigation and help users manage a large volume of client data efficiently.

• Add Client Functionality: The "Add Client" button allows users to create new client entries easily. Upon clicking, users are directed to a detailed form to input essential information, including:

1. Client Name: Mandatory field for the client's name.

2. Email: For communication purposes.

3. Country: Where the client is located.

4. Mobile Number: Optional contact number.

5. Profile Picture: Upload option for a visual representation.

6. Gender and Language Preferences: For personalization.

• Company Details: Users can input extensive details about the client's company, such as:

1. Company Name

2. Official Website

3. Tax Name and GST/VAT Number

4. Office Phone Number

5. Address Information: Including both company and shipping addresses.

• E-Invoice Settings: Users can manage electronic invoicing preferences, including:

1. Electronic Address

2. Electronic Address Scheme

• Client Status Management: Each client's entry includes a status indicator and allows users to manage permissions, such as login access and email notification preferences.

• Notes and Document Management: Users can add internal notes about clients and upload files, including company logos, to keep all relevant information in one place.

Purpose of the Clients Section

This section is designed to enhance client relationship management by maintaining accurate, up-to-date records of all clients. It supports effective communication, organized data handling, and informed decision-making, ultimately fostering better relationships and engagement with clients.