# Dealer Customer Management
Source: https://www.fenetresystems.com/en/dealer-customer-management/

# 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](https://www.fenetresystems.com/en/warranty-and-service-management/) 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?

Each dealer sees only their own customer directory. Customer data belongs to the dealer and is never disclosed to other dealers or third parties.

Is information re-entered on every new order?

No. The registered customer is picked from the list. Address and contact fields fill automatically, eliminating delivery error risk.

Is the customer’s debt–credit status on the same card?

Yes. Open balance, payment plan and collection history are shown in the financial status block of the customer card.

Can sub-dealers build their own customer records?

With the authority granted by the main dealer, a sub-dealer builds their own customer base. Records are kept in the sub-dealer’s own portfolio.

## See the Customer Directory

After your application, a sample customer card and the connected module flow are animated in the demo.

[Request a Quote](https://www.fenetresystems.com/en/contact/) [WhatsApp](https://www.fenetresystems.com/en/whatsapp/)