Create Customers using Customer Master

Create Customers using Customer Master

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Software Plan: Starter, Growth & Enterprise
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Account Type: Seller Account, Aggregator & 3PL
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Inventory Type: Serialized & Non-Serialized

Overview

EasyEcom allows sellers to create wholesale customers for B2B order processing. These customers can be marketplaces or other clients. Sellers can manage online orders to marketplaces and offline orders to specific B2B clients. POS customers are for offline store orders. The system provides customer profiles, order history, and analytics for efficient management.

When to Use This Feature

Use this feature when:
  • Creating wholesale (B2B) customers
  • Creating STN customers
  • Managing customer details including billing and shipping information

Use Case

Scenario: A small business owner, Alice, sells handmade jewellery online and through her physical store. She wants to streamline her customer management process and gain insights into her sales data.

Solution:


  1. Wholesale Customer Creation: Alice creates profiles for her B2B customers, including jewellery boutiques and online retailers. She stores their contact information, purchase history, and any special requirements.

  2. POS Customer Creation: For customers who visit her store, Alice creates POS customer profiles. She collects their names, email addresses, and purchase preferences.

  3. Order Processing: When a customer places an order, whether online or in-store, Alice enters the details into EasyEcom. The system automatically updates inventory levels and generates invoices.

  4. Customer Communication: Alice uses EasyEcom to send personalized emails, newsletters, and promotions to both wholesale and POS customers.

  5. Analytics and Insights: EasyEcom provides detailed reports on sales trends, customer behaviour, and product performance. Alice uses this data to identify popular items, target specific customer segments, and optimize her marketing efforts.

Benefits for Alice:


  • Improved Customer Relationships: By tracking purchase history and preferences, Alice can offer personalized recommendations and provide exceptional customer service.

  • Efficient Order Management: EasyEcom simplifies the order processing workflow, reducing errors and saving time.

  • Data-Driven Decision Making: The analytics provided by EasyEcom help Alice make informed decisions about her business, such as product development, marketing campaigns, and inventory management.

  • Scalability: As Alice's business grows, EasyEcom can easily accommodate a larger customer base and increased order volume.

Overall, EasyEcom empowers Alice to manage her wholesale and POS customers effectively, enhance the customer experience, and drive business growth.


Workflow

Create Wholesale Customers for B2B

Step 1: Go to Masters (main menu) > Customer Master



Step 2: In the 'Wholesale Customers' tab, click on the Hamburger Menu'


Step 3: If adding manually, Click 'Add New Customer'


Step 4: Mention the details of the customer and click on 'Submit'



Note:
  1. Tax Identification Number represents the Bill To GSTIN captured for the customer.
  2. Ship To GSTIN can be entered if GSTIN for the dispatch address is available.
Choose the GSTIN Type:


Add Other Required Details


A wholesale customer will be created.

Edit the Wholesale/B2B Customer details

Step 1:  Click on the Hamburger Menu & Select 'Edit Company Details'



Step 2:  Make the changes to the required field and click 'Submit'





Create POS Customer for POS Orders

Step 1: Go to Masters (main menu) > Customer Master.


Step 2: In the 'POS Customers' tab, click on the 'Hamburger Menu'. Select 'Add New Customer'.


Step 3: Mention the details of the customer and click on 'Submit'

A POS Customer will be created.


Edit the POS Customer details

Step 1:  In the 'POS Customers' tab, click on the 'Edit' button shown beside the created POS customer.


Step 2:  Make the changes to the required field and click 'Update'.




FAQs

1. What is the difference between GSTIN and Ship To GSTIN?
  • GSTIN (Tax Identification Number) is captured for the billing address
  • Ship To GSTIN is captured for the shipping (dispatch) address, if applicable
2. Is Ship To GSTIN mandatory while creating a customer?
 No, Ship To GSTIN is optional and can be left blank if not applicable.
3. When should Ship To GSTIN be entered?
 Enter Ship To GSTIN when the GSTIN for the dispatch (shipping) address is different from the billing GSTIN and needs to be maintained separately.
4. Can I leave Ship To GSTIN blank?
 Yes. If not provided, only the billing GSTIN is maintained for the customer.
5. Is Ship To GSTIN applicable for all customer types?
 No. It is relevant only for Wholesale (B2B) and STN customers.
6. Where is Ship To GSTIN available in the system?
 Ship To GSTIN is available in the customer creation and edit form under dispatch (shipping) details.
  1. B2B Order Processing (New)
  2. Create Pricing Master Scheme and Customer Group