Introduction
Welcome to the Empress guide on Managing Customers. This feature lets you create, manage, and track customer information in one organized, accessible place.
Importance of Customer Management in Empress
Customers are the lifeblood of any business. From individual buyers to large corporations, each customer plays a vital role in your company’s success. Empress puts your customers at the heart of your business operations, providing a simple, user-friendly platform to manage all customer-related information. From creating a new customer to tracking sales transactions, this feature is your one-stop solution for all things customer-related.
Creating a New Customer
Adding a new customer in Empress is as straightforward as it gets. Here are the steps:
- Go to the Customer list from either Home > CRM > Sales Pipeline or Home > Selling > Customers.
- Press the ‘New’ button.
- Enter the customer’s full name.
- Choose the ‘Type’ of customer: ‘Individual’ or ‘Company’.
- Select a Customer Group from the default options (‘Individual’, ‘Commercial’, ‘Non-Profit’, ‘Government’) or create a new group.
- Specify the customer’s Territory.
- If you’re creating the customer from an existing lead, select that lead in the ‘From Lead’ field.
- Click ‘Save’.
Key Features for Customer Management
Empress offers a range of features to help you manage your customers better:
General Sales Transaction Flow
This outlines the path a customer takes from the point of contact to the final sale. It’s a visual journey of your customer’s interaction with your business.
Multiple Contacts and Addresses
Empress allows you to associate multiple contacts and addresses with a single customer. This is handy for managing customers with numerous branches or points of contact.
Override Sales Invoice Creation Requirements
If you’ve set up certain requirements in Selling Settings (like ‘Delivery Note Required’ or ‘Sales Order Required’), you have the flexibility to override these for specific customers.
Tax Withholding Category
This feature lets you set up Tax Collected at Source (TCS) for eligible customers in line with tax regulations.
Default Currency and Price List
You can specify a default currency and price list for each customer, simplifying the sales order and invoice creation process.
Accounting Integration
Empress creates a default ledger named ‘Debtors’. If you require a separate ledger for a customer, you can create one and add it to the customer’s ‘ACCOUNTING’ section.
Credit Limit and Payment Terms
You can set a credit limit for each customer and specify default payment terms for sales orders and invoices.
Sales Team and Sales Partner
If a customer is managed by one or more Sales Persons, you can add them to the ‘SALES TEAM’ section, and split their contribution percentage.
Loyalty Program
Engage your customers by offering them a loyalty program. You can select the program in the ‘Loyalty Program’ field.
Viewing Accounting Ledger and Accounts Receivable
Empress provides buttons to view all accounting transactions with a customer and all outstanding invoices.
Setting Customer Id, Default Customer Group, Territory, and Price List
Empress allows you to configure the unique ID generation for each customer and set the default customer group, territory, and price list.
Conclusion
In the world of business, managing your customers effectively is key to success. Empress makes this task easy and efficient, offering you a comprehensive, user-friendly platform for all your customer management needs.
For further assistance, feel free to explore our other resources or reach out to our support team.