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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.

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