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Customer-Supplier module functions are used to register potential customers and suppliers with which an institution wants to have a relationship, to recognize the interlocutors, and to track all relationships and communications with customers and suppliers. Contacts, that is, employees, are recorded in the "Contact Persons" section in the details of the registered clients. These records are scanned through the contact screen and missing contacts are recorded in the system. Information about corporate/individual accounts, including branches, employees, orders, offers, quotas, agreements, accounting and financial information, analyses, bank accounts, credit cards, projects, are scanned through the contact and details are accessed. Therefore, the Contact screen also serves as an address information bank.

Member Concept, Corporate and Individual Classification

Workcube membersWorkcube groups customers into two basic categories: corporate and individual.

Corporate Member: All customers, companies, suppliers, corporate business partners, etc. It is registered in the system as "Corporate Member". When a company is registered in the system as an active corporate member, all relationships with that company (sales, purchasing, finance, agreement, etc.) become executable through the system.

Individual Member:All independent individuals (usually individual customers) with whom businesses have a relationship must be registered in the system as "Individual Members". Individual members can access encrypted areas on your company's public portal (website) with the username and password given to them. The people you want to access the Partner Portal must be registered as corporate members. While all employees within the registered company (Corporate Member) are registered in the system as an employee of this company, the employee can automatically call up the information if he is also your individual member.

Contact Functions

Members can be registered according to their active-passive status, address, telephone, name and surname, etc. Filter by information.
Register potential customers and suppliers.
Get to know your interlocutors, follow all relationships and communication with customers and suppliers.
Reach thousands of members on a single screen.
Specify contact persons in Corporate and Individual members.
Define contact member site access rights.
Contact member social. Organize media accounts.
Follow the member's personal and educational information.
Increase customer satisfaction.
Evaluate your marketing, sales and service activities for your customers from all angles, not just one aspect.
Manage after-sales support, marketing programs and service support operations effectively and efficiently.

Contact In order to perform transactions in the Contact module, you must have authority in the module.

Authority Groups

Control Panel > System > Security > Authorization Groups

In order to perform transactions in the Contact module, the user must first have authorization for the Contact Module under Sales and Marketing in the Authorization Group to which the user belongs. If the user needs to see the Budget-related reports in the Standard Reports outside the module, the Report User box should also be checked.

Hint: For detailed information about Authorizations, you can review the Authorization Groups document.