Working with Client and Dealer Catalogs
It is assumed that an order can contain both a dealer and a client. A dealer is, for example, an installer who can order ceilings for manufacturing. A client is a retail buyer for whom the ceiling is being installed.
More details about these roles are explained in the video: YouTube
To start working with the client or dealer catalog, you need to go to the "Order Information" tab → "Order" → "Customer Information" and select Client or Dealer respectively, then click the button that looks like a stack of books.
This will open the client or dealer reference book.
Additionally, when creating an order using the "New Order" button - you are prompted to select a client for this order. And when creating a new order from a dealer, you are prompted to select a dealer.
The green plus button "New" - opens the window for creating a new client. After filling in all the client information, you need to click the "Save" button to add the client, or "Cancel" to cancel adding the client to the catalog.
The orange circle with arrows button - "Edit" allows you to open the client editing window, similar to the one that opens when adding a new client.
The red minus button - "Delete" removes the selected client. It shows a warning before deletion.
The green checkmark button "Select" - selects the highlighted client for the order.
The red square with cross button - "Close" closes the client catalog.
The "Import Clients" button allows you to import the client catalog from a file. In this case, clients that were already in the catalog are removed from it.
The "Export Clients" button allows you to export the client catalog to a file for subsequent import.
The printer button - "Print" allows you to print the list of clients in the catalog.
Search. In the client catalog, you can perform a quick search by client fields "Full Name, Phone, Region, City, Address".
A retail client can be either an individual or a legal entity, for whom you perform not only manufacturing but also installation.
Fields with passport data can be exported to a specially prepared contract of your template using the "MS Office Support" function.
Working with the dealer catalog is very similar to working with the client catalog.
Additional buttons:
The "Set as Default" button - sets the dealer as the default dealer when creating a new dealer order, or allows adding the dealer to all retail orders.
The "Reset Numbering" button - resets the order numbering for all dealers. It shows a confirmation window before doing this.
Among the differences are also the fields with dealer information, which have many more various individual settings that can be customized for a specific dealer. For example, individual shrinkage, individual waste calculation, calculation settings for the dealer, non-payable corners, harpoon settings.
How to work with the program — we will show you how to create orders, work with drawings, and print documents.
What questions does this article answer?
How to manage client and dealer catalogs in EasyCeiling?
What are the catalog management features?
How to handle client information?
What are the dealer management tools?
How to organize customer data?
What are the catalog procedures?
How to ensure data accuracy?
What are the customer management features?
How to troubleshoot catalog issues?
What are the data requirements?
How to optimize catalog workflow?
What are the management options?
How to handle customer relationships?
What are the catalog guidelines?
How to verify customer information?
What are the catalog tools?
How to handle complex customer data?
What are the data standards?
How to ensure precise customer records?
What are the best practices for customer management?