How does customer management help you run your business? One way is being able to quickly find their contact information. That all starts with adding the customer to the ERP system. This Article will show you how to add a new Customer and the Contacts associated with that Customer. What are Customers? In the JBit Pro ERP system, a Customer represents a Company. A Customer can have many Contacts associated with it in various roles. So, lets start with adding a Customer Record: Login to your JBit Pro account Click the “Customers” link on the Customers Tab You will see 2 buttons, “Back” and “New”, click New Fill in the Information for the New Company, required fields are: Company Name Address 1 City State Zip Phone Click “Create” Congratulations you just added your First new Customer! What are Customer Contacts? Customer Contacts are the people you talk to when you need to communicate with the Company they are associated with. To add a new Customer Contact
Enterprise Resource Planning is one of the most sought after tools when running a business that has inventory, employees, vendors, and customers that all need to be tracked and organized. It is the top priority of any successful business to closely control these areas to reduce the loss while increasing the profits. This blog will examine all things related to managing your business and how an ERP fits into those needs.