Understanding Customer Branch

A branch office is like a second shop or office for a company in a different place. It helps the company serve customers in that area.

 

Adding a Customer Branch

Adding a customer branch in AntMyERP is easy! You just need to put in their important info into one place. You can add any number of customer branches in AntMyERP. Here’s what you do.

You can add customer branch in two ways

• Creating Customer Branch from the Creation Page
• Importing Customer Branch

 

Creating Customer Branch from the Creation Page

Navigate to Left Menu > CRM Sales > Customer 

You will lands in Customer Listing Page

Locate the customer in the customer list and click on the Edit option from the Action dropdown menu. Alternately you can Right Click on the customer whose Branch you want to add by clicking Edit.

Go to Branch of that customer

Click the + Icon button on the top right corner of the page.

Enter all mandatory fields along with all the details of your customer

After entering all the details, click Save.

Note: Duplicate customer branch entries are not permitted within AntMyERP to maintain data integrity.

You can also create the hierarchy of your customers branches, whereby you can view all customer branches in Organisation Hierarchy View.

 

Importing Customer Branches

Navigate to Left Menu > CRM Sales > Customer 

You will lands in Customer Listing Page

Locate the customer in the customer list and click on the Edit option from the Action dropdown menu. Alternately you can Right Click on the customer whose Branch you want to Import by clicking Edit.

Go to Branch of that customer

On Top Right Menu navigate to Three Dot Icon > Import Customer Branches.

Read Instructions and Click Download Sample File ( CSV. ) for your reference by clicking sample file.

Ensure that all the fields are mapped and  filled correctly while adding your Customers.

Now go to the Top Right Menu navigate to Three Dot Icon > Import Customer Branch

Click on Upload Customer Branch and select the file to be imported.

Click on Save.

All your customers are imported in your AntMyERP to transact.

Note: You can upload 500 customer at a time. Only CSV. file is supported

 

Exporting Customer Branches

Navigate to Left Menu > CRM Sales > Customer 

You will lands in Customer Listing Page

Locate the customer in the customer list and click on the Edit option from the Action dropdown menu. Alternately you can Right Click on the customer whose Branch you want to Export by clicking Edit.

Go to Branch of that customer

Filter from the LIVE Search / Filter. Now you have filtered data which need to be exported 

Now go to the Top Right Menu > Three Dot Icon > Export Customer Branch > Save

All your customer Branch data will be exported as per the Search or Filter

All your customers are Exported from your AntMyERP to CSV. file

Note : Export can be done only by the users who have the permission from admin.

 

Editing Customer Branch

Navigate to Left Menu > Customer > Customer Listing Page > Select Customer > Branch

Locate the Branch in the customer branch list.

Click on the Edit option from the Action dropdown menu.

Make the necessary changes to the customer details.

Save the updated information.

 

Deleting Customer Branch

Navigate to Left Menu > Customer > Customer Listing Page > Select Customer > Branch

Locate the Branch in the customer branch list.

Select the Delete option from the Action dropdown menu.

Confirm the deletion in the pop-up window.

Note: If a specific customer branch has completed any transactions, they cannot be deleted.

 

Managing Customers Branch: Active and Inactive

If you need to stop doing business with any of the customer branch for any reason, like if they haven’t paid their bills, you can easily make them Inactive. Just go to their profile, change the status to ‘Inactive,’ and Save the changes.

Once a customer branch is Inactive, nobody in your company can create any new transactions like sales orders, deliveries, service calls, or invoices for them.

If you need to start working with the customer branch again, simply go through the same process and mark them as ‘Active.’ Then you can start transacting with them as usual.

Permission: Keep in mind that this action requires permission, so users need to have the right authorization to make a customer active or inactive.