Customers

CUSTOMERSThe Customers section in the OpenScope ERP SAAS admin portal allows you to manage and interact with your customer data effectively. It provides a centralized location to view and handle customer information, including contact details, orders, invoices, and communication history. In this section, we will explore the functionalities and features available in the Customers section. […]

Customers

CUSTOMERS
The Customers section in the OpenScope ERP SAAS admin portal allows you to manage and interact with your customer data effectively. It provides a centralized location to view and handle customer information, including contact details, orders, invoices, and communication history. In this section, we will explore the functionalities and features available in the Customers section.

1. Accessing the Customers Section

To access the Customers section in the OpenScope ERP SAAS admin portal, follow these steps:

  • Open your web browser and enter the URL: https://dev.openscope.in/admin/clients
  • Log in to your admin account using your credentials.
  • Once logged in, you will be directed to the Customers section automatically.

2. Customer Listing

The Customers section typically displays a comprehensive list of your customers, including relevant details such as names, contact information, and customer IDs. The listing may be presented in a table format with sortable columns, allowing you to organize the data based on your preferences.

3. Customer Details

Clicking on a specific customer from the listing will lead you to a detailed view of that customer’s information. Here, you can access and manage various aspects of the customer’s profile, including:

  • Contact Information: View and update the customer’s name, address, phone number, email, and any other contact details.
  • Order History: Access a record of the customer’s previous orders, including order dates, products purchased, quantities, and order status.
  • Invoices and Payments: Review the customer’s invoices, payment history, outstanding balances, and payment due dates.
  • Communication History: Track the customer’s interactions and communications with your business, including emails, support tickets, or any other relevant correspondence.

4. Filtering and Sorting

The Customers section usually provides options to filter and sort the customer listing based on specific criteria. This helps you narrow down the displayed customers to focus on specific segments or search for particular individuals. Look for filter and sorting icons or options within the section to customize the view according to your requirements.

5. Adding and Editing Customers

The OpenScope ERP SAAS admin portal allows you to add new customers and edit existing customer profiles directly within the Customers section.

To add a new customer, look for the “Add Customer” button or option and provide the necessary details. To edit an existing customer’s information, locate the customer in the listing, click on the respective edit icon or option, and update the details as needed.

6. Exporting Customer Data

In some instances, you may need to export customer data for reporting or analysis purposes. The Customers section often includes an export feature that allows you to download customer information in a suitable format, such as CSV or Excel. Look for an export button or option within the section and follow the prompts to export the desired data.

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