Introduction/Purpose: 

The Customer Company module is designed to provide a centralized approach to managing customer accounts within the transporter management system. It simplifies the creation and management of customer companies by enabling users to input essential details, ensuring that customer records are easily accessible and well-organized.

This module plays a crucial role in logistics operations, as transporters rely on it to select customer companies when processing orders and managing trips. Customers serve as both the source and destination in transport transactions, facilitating efficient loading and delivery operations within the system.

By offering a structured way to manage customer information, the module supports seamless transaction flow and helps maintain smooth logistics operations. It also allows for real-time management of customer statuses and easy communication through integrated contact information.

Dependency :

The Customer Company Master has critical dependencies within the transporter system. These dependencies ensure smooth operations when managing customer companies:

• Customer Company Basic Information: The Customer Company Master relies on the accurate and complete basic information of the customer company. This includes details such as the Customer Company Name, Customer Name, Customer Email, and Phone Number. These details are vital for managing customer records, facilitating communication, and linking the customer to transactions and logistics operations.

By maintaining up-to-date customer company basic information, the Customer Company Master ensures efficient management and smooth operation of logistics tasks within the system.

How To Navigate To Customer Company: 

The navigation includes the following steps for viewing the “customer companies” in the transporter management system

• Click on the Users tab: The users can be accessed by clicking on the users tab on the side menu.
• Click on Customer Companies:  The customer company can be accessed by clicking it from the “users  section”.

Users – Customer Companies Tab Listing:

A customer company listing in a transporter management system is a feature that provides a list of all customer companies.

• Users can view the following information in the customer company listing page 
  • Customer Company Name
  • Associate Company Name
  • Customer Company Code
  • Customer Name
  • Customer Email
  • Company From
  • Date Added 
  • Status
  • Added By
  • Action
    • Edit
      • Users will be able to edit and update from the action column as shown in the below screen.

Customer Company – Add / Edit Form:

• Add new: The “Add new” function allows you to create and add new customer companies to the system.
• Edit : Users will be able to edit and update the customer companies details
• The user needs to fill in the “customer companies  information” to add/edit the customer companies in the system.

Fields available in the Add/Edit customer companies Form : 

1. Associated Company Name : This is for specifying the associated company name for the customer company.
2. Customer Company Name  (Required) : This is for specifying the customer company name for the customer company.
3. Customer Company Code : This is for specifying the customer company code for the customer company.
4. Customer Name  (Required) : This is for specifying the customer name for the customer company.
5. Customer Email (Required) : This is for specifying the customer email for the customer company.
6. Status(Required) (Required): Set the status for the customer company as Active / Inactive using the dropdown list.
7. Phone Number (Required): Select the country code and fill the customer company phone number.

Users can perform the following actions: 

• Save: The “Save” function allows the user to submit the required information while creating a new customer company.
  
• Discard: The “Discard” function allows the user to cancel the submission of information provided at the time of creating a new customer company.

User can perform the following actions from the listing page :

• Advanced Search :  The “Advanced Search” function enables searching using multiple field names with multiple conditions to find specific data. The “Search” function allows the user to look for a specific entry within the available data and presents results that match the search parameters.

• Show all listing records: This functions like a refresh icon, retrieving and displaying all records in the listing.

• Export: The “Export” feature allows users to export selected or all data in CSV or PDF format.

• Filter (Quick Search): The “Filter” function in the “customer company” allows customer companies to customize their view of customer companies based on specific criteria.

• Change View : The Change View feature allows customer companies to toggle the grid & table views in the listing data.