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Individual Account Management is used to manage customers who are not affiliated with a specific institution and to whom individual sales are made. All communications, business, education, etc. related to Individual Accounts. personal information, offers, orders, credit card, bank account, account statement, etc. You can view and manage information together. You can define relatives associated with the Individual Account and define additional card holders in customer card applications.

Path: ERP > Sales-Distribution > Customer-Supplier > Individual Accounts

The headings detailed in corporate accounts are also used in individual accounts for the same purposes. Customer-related information such as hobbies, education, company they work for, position, etc., kept in the corporate account employee detail, can be directly defined from the individual account detail. Individual account details are divided into 4 main sections;

Member General and Contact Information: In this field, the member's general information and contact information are checked.

Personal Information: You can enter the member's personal information such as education, gender, marital status, etc. in the personal information field.

Business Information: In this field, the member's job, sector, title, etc. You can define business information.

Sales Information: In this field, information such as the member's timeout period and whether he or she is a taxpayer is defined.

Other sections on the screen;

1-Potential: Newly established individual accounts that have not yet reached the point of making a commercial purchase are registered as potential.

2-Affiliate Member: Used to indicate members with whom the company has subsidiaries and partnerships. In the detailed member analysis report, accounts that are affiliated members can be listed with a separate filter.

3-Active: Active indicates that the account is an individual account that is followed regardless of whether it is a customer or potential customer. Individual accounts that are decided not to be used or defined incorrectly are made inactive.

4-BSC Report: Financial information related to the individual account can be accessed, and by selecting the date range, graphical representation of account-related transactions such as invoice orders can be seen.

5-History: Information on which users added or updated which information on which date can be seen.

6-Member Emails: Member-related emails are displayed.

7-Warnings: If the stages to be approved and warned in the individual account process are determined, the information on which dates the users progressed the processes can be seen.

8-Hobby: This is the screen where hobbies belonging to the individual account are checked.

9-Competence: Competencies related to the individual account are recorded. section.

10-Meetings: All calendar entries created for the individual account can be viewed and new plans can be made.

11-Surveys: You can follow the surveys related to the individual account, the survey questions, whether they responded to the survey and if so, what they answered.

12-Additional Information: With the member Defined additional information other than the relevant existing parameters can be displayed.

13-Accounting Working Periods: Association is made with the accounting period and accounting account. If this definition is not made, when the member's financial transactions are attempted, a warning will be given that the member's accounting definitions have not been made.

This function is used especially for group companies. In Workcube, customer or supplier information is recorded in a single place (Customer-Supplier) and made accessible to all group companies. In this way, entering different and incorrect records within a group for the same customer or supplier is prevented, and all companies are able to do business through a common information center. Access by group companies is possible by viewing the accounting period of that company in the member institution detail.

14-Guarantees: Relationship guarantee letters can be viewed and created with the individual account.

15-Account Statement: Displays the account statement from the beginning of the current fiscal year to the current date. (The system takes this information from the finance and accounting modules and displays it on the screen.)

16-Risk and Working Information: The working conditions related to the individual account are defined in the relevant field. For example; Buying-Selling payment method, account limits, working price list, exchange rate, discount rates, etc.

17-Add Other Address: Different addresses can be added in this field. The added addresses appear in the Other Addresses field in the detail.

18-Systems: Brings the member's subscription information.

19-Member Information: Accesses the page containing comprehensive and detailed information about the individual account.

20-Trainings Provided: The individual account is an instructor. If so, the training options it can provide can be marked.

The following operations are performed using the fields on the right side of the page;

Photo: A photo of the member can be added.

Financial Summary: Contains credit information for the individual account (debit or credit from the beginning of the fiscal year to the current date). This information is displayed in real time by the system in line with the transactions made regarding the member in the finance and accounting modules.

Individual Member Team: In this section, the team of the individual account, if any, is defined.

Branch Relationship: From this field, the branch relationship is established and authorized people can see the members in the relevant branch.

Notes: Special and warning notes can be added regarding the account. If you do not want this note to be viewed by other users in the system, the private box should be selected. If you want to see a warning note in any field where the individual account is selected, the warning box must be selected. You can update the notes you added. To do this, simply click on the link of the relevant note. After making the changes/updates you want on the screen that opens, click the "Update" button.

Documents: You can add a document related to the individual account or associate it with an existing document in your digital archive. This document may be an agreement regarding the corporate member, financial situation or employment document of the member.

Bank Accounts: Bank account information of the individual member can be recorded in this section for use in mutual commercial relations

Credit Cards:Credit card information of the individual member can be recorded in this section for use in mutual commercial relations. If Virtual POS is used with the subscription, the credit card must be defined.

Credit cards added for security purposes will be displayed with the card type, first three digits of the card number and expiration date information. In order to update the card number and CVV information, it is required to re-enter.

Analysis: Analysis related to the member is displayed.

Site Access Rights: Site access to the member can be defined and the access defined here is controlled.

Associated Institutions: Institutions with which the member is associated.

Loyalty Card-Wallet: Loyalty cards are cards that businesses give to customers free of charge or for a small fee to encourage their customers to continue using their services. Loyalty card definition is made in this field.

Individual Member Relationship: The relationship type can be defined by associating it with another member.

Contacts Job Functions and Implementation Steps

Bu ekranı %100 kullanmak için aşağıdaki implementasyon adımlarının tanımlanması ve set edilmesi gereklidir.

Competencies / settings.form_add_req_type Param Wiki

Bireysel Hesabın yetkinlik düzeyleri bu parametre ile belirlenir.

Contact Additional Info / settings.form_add_info_plus Param Wiki

Ek bilgiler, ekranlar üzerinde yapılan kayıtlara ait, o kayda ilişkin detay ya da spesifik olarak eklenmesi gereken bilgiler için kullanılan bir fonksiyondur.

Contact Categories / settings.form_add_consumer_categories Param Wiki

Bireysel hesapların sınıflandırılması için kullanılır.

Contact Relationships / settings.form_add_consumer_relation Param Wiki

Şirketin ticari olarak nasıl bir ilişki tipi içerisinde bulunduğunun tanımları yapılır.

Hobbies / settings.form_add_hobbies Param Wiki

Burada yapılan tanımlamalar Bireysel Hesap detay sayfasında sağ üstte bulunan linklerde Diğer > Hobi alanından seçilir.

Member Question Definitions / settings.add_secret_question Param Wiki

Bireysel hesaplar için B2B sitelerinde kullanılan gizli sorular tanımlanır.

Member Relationship Types / settings.form_add_partner_relation Param Wiki

Kurumsal hesapları birbirine bağlamak için kullanılır. Örneğin holding çatısı altında şirketler, bağlı iştiraklar olabilir.

Member Special Definition / settings.add_member_add_option Param Wiki

Üye özel tanımı işletmeye bağlı olarak oluşturulan bir parametredir.

Profession Type / settings.form_add_vocation_type Param Wiki

Bireysel Hesaplar da hangi meslek tipine ne kadar kredi limit verileceği belirlenir.

Page Designer,Contacts / member.consumer_list Page Designer Wiki

Belirli bir kuruma bağlı olmayan ve bireysel satış yapılan müşterileri yönetmek için kullanılır. Bireysel Hesaplar ile ilgili tüm iletişim, iş, eğitim vb. kişisel bilgileri, teklifleri, siparişleri, kredi kartı, banka hesabı, hesap ekstresi vb. bilgiler bir arada görüntülenir ve yönetilir.

Contacts,Page Settings / member.consumer_list Xml Setup Wiki

Contacts,Process Design / process.list_process Process Stage Wiki

İş süreçlerinin tasarım ve akışlarını oluşturur.

Account Branch Office Transfer / settings.form_add_company_branch_import Master Data Wiki

Mevcut kurumsal hesaplara şirkete ait farklı şubeler var ise kurumsal hesap şubeleri toplu olarak aktarmak için kullanılır.

Account Contacts Transfer / settings.form_add_company_partner_import Master Data Wiki

Mevcut kurumsal hesaplara şirket çalışanlarını toplu olarak aktarmak için kullanılır.

Add Contact / member.consumer_list Master Data Wiki

Contact Transfer / settings.form_add_consumer_member_import Master Data Wiki

Müşteri-Tedarikçileri toplu olarak sisteme aktarmak için kullanılır.

Total 16 Register

XML Settings

XML Settings define page-specific operating rules. It is set in the XML section under Page Settings on each page.

is_ozel_code Özel Kod

Evet = 1 Hayır = 0

Seçim

is_tc_identy_no TC Kimlik No

Evet = 1 Hayır = 0

Seçim

is_birth_date Doğum Tarihi

Evet = 1 Hayır = 0

Seçim

is_resource_id İlişki Şekli

Evet = 1 Hayır = 0

Seçim

is_customer_value Müşteri Değeri

Evet = 1 Hayır = 0

Seçim

is_reference_code Referans Kod

Evet = 1 Hayır = 0

Seçim

is_ref_pos_code Referans Üye

Evet = 1 Hayır = 0

Seçim

is_record_date Kayıt Tarihi

Evet = 1 Hayır = 0

Seçim

is_record_member Kaydeden

Evet = 1 Hayır = 0

Seçim

is_related_cons Bağlı Üye

Evet = 1 Hayır = 0

Seçim

xml_customer_card_filter Kart No'ya Göre Filtre Yapılsın

Evet = 1 Hayır = 0

Seçim

is_code_filter Kod Alanı Eşit Olarak mı Arasın?

Evet = 1 Hayır = 0

Seçim

Total 12 Register

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About Workcube Objects

Contacts

It is used to manage customers who are not affiliated with a specific institution and to whom individual sales are made. All communications, business, education, etc. related to Individual Accounts. personal information, offers, orders, credit card, bank account, account statement, etc. information ...

Type: WBO Version: Catalyst v5 Licence: Standard Author: Workcube Core