Skip to main content

Customer Management with JBitPro Cloud ERP


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:

  1. Login to your JBit Pro account
  2. Click the “Customers” link on the Customers Tab
  3. You will see 2 buttons, “Back” and “New”, click New
  4. Fill in the Information for the New Company, required fields are:
    • Company Name
    • Address 1
    • City
    • State
    • Zip
    • Phone
  5. Click “Create”
  6. 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 Record:

  1. Login to your JBit Pro account
  2. Click the “Customer Contacts” link on the Customers tab
  3. You will see, again, 2 buttons, “Back” and “New”, click New
  4. Fill in the Information for the new Contact, required fields are:
    • CustomerId (Company)
    • First Name
    • Last Name
    • Phone
    • Email
  5. Click “Create”
  6. Congratulations you just added your First new Customer Contact!

But I have 1000 Existing Companies to Add!?

We are working on the Data Import section of the ERP currently, which will allow you to import a list  of Companies, and their Contacts.  This feature will also provide the Data Import template so you can import the information confidently and accurately.

Conclusion

If you are looking for a simple and easy ERP system, give us a try.  A few features for the Data Management module that we are currently working on, are:
  • Importing Customer and Customer Contacts
  • Importing Inventory
  • Importing Bins
  • Importing Warehouses
  • Mass Deletes (Administrators only!)
Please let us know in the comments if you think of any other features we should add to the Data Management Module.

Comments

Post a Comment

Self promotion not allowed. Comments with links to ERP systems other than JBitPro.com will be deleted.

Please respect others, and share your thoughts with the author. Criticism and critiques are welcome!

Popular posts from this blog

Top 7 Things you MUST do When Selecting a Vendor

There are several reasons a business might be selecting a vendor, and the 2 most common are:

To replace an existing, failing or outdated To fill a need for new materials or services Both of these reasons, and any others, should follow the same process for selecting a vendor.  There are 7 things you must do to select the right vendor: We need to define the problem to solveCreate scenarios that must be tested Test the scenarios against new vendorDefine a time line for selecting the new vendorDefine a budget for the materials/services provided by the vendorGet feedback from your employees on the vendor shortlistCheck the vendor's social media and market ratings Since scenarios are one of the major components to selecting a new vendor, we will discuss them a bit more.  The scenarios should include all of the important issues that you are currently experiencing.  An example of problems to solve might look something like this:
Need Service on demand (24/7 service)Need to have monthly billi…
Post a Comment
Read more

Let's Hire a Consultant! Why that is a bad idea...

You're in the market for an ERP system.  You have narrowed your search down to 3 major brands, SAP, Oracle Netsuite, and SAGE.  You are reviewing the costs involved, and to this point are still unsure of which one to pick.  Each of those above have the same recurring problem that makes it very hard to decide which platform to go with.  They all have the same core benefits - the promise of making more money by managing your P&L closely, and automating the important tasks that keep your business alive.  But when you balance the cost vs the increased revenue it will bring, by reducing your losses and increasing your efficiency, you find that the increased revenue will cover the new ERP system.

This is where the ERP supplier has done their homework.  You need an ERP, and you need one now.  You start contacting the ERP providers on your list, and they all give you the sales pitch about what their system can do, over the other guys.  How much you will save by going with their option,…
Post a Comment
Read more

10 Ways To Save Money Using ERP

If you are looking for reasons to buy an ERP to manage your business, and you need more information about the benefits, you need to read our new eBook.  Get your copy for FREE by simply clicking this link:  10 Ways To Save Money Using ERP

We know the difficulties associated with finding the right ERP system, and how expensive it can be to purchase the right tool.  Too many ERP vendors are taking advantage of businesses by charging outrageous prices.  Read the eBook for information you need to make the right choice.

Post a Comment
Read more