Wiki Detay | wiki workcube

Members have a screen for adding, updating and member information. Member information page is the page that contains comprehensive and detailed information about the corporate member. Member information is located at the top right of the corporate member's detail.

Path: > ERP > Sales-Distribution > Customer-Supplier > Account Detail > Member Information

The screen that opens contains general information about the corporate member. On the right side of the screen, there are the following sections:

1-Account Statement: Displays the current 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.)

2-Financial Summary: It contains the debt/credit, risk and working information of the corporate member from the beginning of the fiscal year to the current date.

3-BSC: Financial information about the account can be accessed, graphical representation of account-related transactions such as invoice orders can be seen by selecting the date range.

4-Financial Summary: Unlike the second field, the financial summary is briefly displayed as debit/credit/balance in this field.

5-Documents: Document related to the member. You can add it or associate it with an existing document in your digital archive. This document may be an agreement regarding the corporate member, financial status or an employment document of the member.

6-Contact Persons: From this field, you can define the contact persons related to the current account and control the defined contacts.

7-Branch: The branches of the company and their information are included in the Branches field.

8-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 corporate 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.

9-Interactions: This section contains the client's interactions. Obtaining customer information about companies' customers, meeting customer requests and expectations, etc. Establishing a relationship with these reasons is achieved through two-way interactions.

10-Campaign: Marketing policies organized at certain periods in order to gain new customers or increase the sales of existing customer groups can be made through campaign management. The client's campaign information is displayed in this field.

In addition to all these fields on this page, you can also view the following information about the member;

Correspondence
Trainings
Events
Meetings/Visits
Opportunities
Offers
Orders
Instalment Sales
Invoices
Service Applications
Call Center Applications
Subscriber
Execution Tracking
Guaranteed Products
Projects
Works

Tips

Record was not found

Feedback

Did you find this content helpful?

Please Write Your Feedback!

Name*

Last Name*

Email *

About Workcube Objects

Record was not found