Dealer Customer Management
From the customer card to order history, from warranty to balance. One directory, one screen.
Not a Notebook — a Customer Card
As the dealer’s customer portfolio grows, scattered information becomes inevitable. One number in the phone, an address in a notepad, the warranty date nowhere. The Customer Management module gathers this scatter into a single card.
Working with a registered customer gains speed. On a new order, the customer is picked from the list; address and contact fill automatically. From inside the card, order history, product warranties and the financial summary are reached in one click. The answer is ready before the customer asks.
Customer Card Fields
- Basic Information
- Name, address, phone, e-mail, preference notes
- Order History
- All orders — date, product and amount detail
- Warranty Tracking
- Per-product warranty start and end dates
- Financial Status
- Open balance, payment plan, collection history
- Notes and Labels
- Private customer notes and category markers
A Flow Bound from Record to Sale
The customer card is not just a directory — it is a live record fed by the other modules in the panel. When an order is placed it is written to the card; when the product is delivered the warranty starts; when payment is made the balance updates. The dealer never carries data anywhere else. The system knows the same customer in every module.
Labels and notes keep the portfolio organised: with markers such as “summer-house customer”, “corporate” or “instalment”, the record you look for inside hundreds of entries is found instantly.
Questions About Customer Management
Who sees customer information?
Is information re-entered on every new order?
Is the customer’s debt–credit status on the same card?
Can sub-dealers build their own customer records?
See the Customer Directory
After your application, a sample customer card and the connected module flow are animated in the demo.
