Welcome to your comprehensive, user-friendly guide to the Create a Customer feature in Empress. This powerful tool is the backbone of your sales transactions, allowing you to manage your customer relationships with ease and efficiency.
What is the Create a Customer feature?
This feature is a part of the Empress system that allows you to register a new customer in your database. As the core of your business, customers are linked to various operations such as Quotations, Sales Orders, Invoices, and Payments. Depending on your business size and customer base, customers can be identified either by a unique number or by name.
Why is it essential?
The Create a Customer feature is valuable because it helps you:
- Keep track of your customers’ multiple addresses and contacts
- Monitor account receivables
- Manage credit limits and credit periods
All these aspects are crucial for maintaining and growing your customer relationships, which ultimately impact your business’s bottom line.
How to Use the Create a Customer feature
Navigating and using the Create a Customer feature is a breeze. Here are the steps:
- From your Empress dashboard, navigate to the Sales tab.
- Click on the Customers option.
- Select Create a Customer to open the customer creation form.
- Fill in the necessary information about your customer. Remember to input their name or assign them a unique number for identification.
- Add any additional details like multiple addresses, contacts, account receivables, credit limit, and credit period.
- Once you’ve filled out all the necessary information, click Save.
Who Can Use This Feature?
Empress is designed with flexibility in mind, and the Create a Customer feature is no exception. Depending on your business’s internal policies and hierarchies, you can assign different roles and permissions to your team members. Administrators will typically have full access to this feature, while other roles, like Sales Managers or Accountants, can be given selective access based on their responsibilities.
Wrapping Up
The Create a Customer feature in Empress is a powerful tool that brings efficiency to your business operations. By enabling you to manage your customer data effectively, it’s a feature that can contribute significantly to your business’s growth and success.
For additional non-technical resources or support, don’t hesitate to visit our Help Center or contact our dedicated support team. We’re here to help you make the most of Empress and its features.