Vinculum Knowledge Central

Client Master

Client Master is the functionality in eRetail where the user can create clients that are specific as per the business requirements. The client master enables the user to configure the clients which are different from the customers of the business.  For example, for any user using Vin eRetail and is into Warehouse Management Services, the user can have different clients and customers as per the business. 

Customers are generally those end users whose end-to-end operations are handled by the user. These are created in Customer Master of the system. But for brands and sellers who use only warehousing services with the user to stock in inventory for a particular time, these are clients to the user and can be created in Client Master of the system.

Navigation: Master > Trading Partners > Client Master.

Below are the fields on which the user can search, and filter specific clients created in the system:

• Client ID : Client ID specific to a particular client specified by the user.
• Client Name : Registered name for a client.
• Client Short Name : Client short name for ease of Identification.
• Status : Status of the client whether Active or Inactive.
• Country : Registered country of the client.
• State : Registered State of the client.
• City : Registered City of the client.
  
  

Action Buttons:

• Search : When the user clicks on Search, the results based on the above filters will be shown on the screen.
• Reset : This button will reset the filter criteria for the user.
• Add New : This button will enable the user to create a new client in the system and a new tab will appear.
• Export : This button will help the user to download the list of clients on the screen.

To add a new client to the system, the user can click on Add New button on the screen. A new tab named Client Create/Edit will appear on the screen:

Following are the tabs on which the details for the clients can be captured:

Client Master:

• Client name*: This is the registered full name of the client, and the user can add a client in the system based on this name.
• Client ID*:  This is the unique ID for the client through which the client can be identified in the system.
• Client Short Name*: This is the short name for a client which can be used for identification purposes in the system. 
• Status*: This is the status of the client weather Active or Inactive and the user can specify this in this section.
• Client Currency*: This is the default currency for any client and the user can select the currency from the dropdown which are configured in the database of the system.
• Is Billing required: This is the check where the user can configure if billing is required or not for any client created in the system.
• Ext Client Code: This is the client code from the external system which identifies the same client the user is creating in the system

Address:

• Address1* - This is the section where the user can add the primary Address of any client created in the system.
• Address2 – This is the section where the user can add an additional address for the client created in the system.
• Contact Person – This is the section where the user can add the name of the contact person in the client organization.
• Phone* - This is the contact number for the client organization which is created in the system.
• Email – This is the email address of the client on which formal communication can be established.
• Country – This is the registered country of the client organization where the client is registered, and the user can specific this in this section.
• State – This is the registered State of the client organization where the client is registered, and the user can specific this in this section.
• City – This is the registered City of the client organization where the client is registered, and the user can specific this in this section.
• Pin code – This is the pin code specific to the location of the client organization created in the system.
  
  

2. User Defined Fields: This section captures the custom fields that are created by the user for any customer in case of any extra information is required.