Partner Management

Guide for managing customer information (Customer/Agent) in the CRM system.

🚀 Access Customer List Screen

• On the main screen list, click Partners → select Customers tab.

🔍 Check if Partner Already Exists in System

Enter Tax Code or Name then click the Check button to verify.

• If Customer is not in the system, screen displays message: No partners found with the provided tax code.
• If Customer already exists, screen displays existing Customer information.

➕ Request New Customer Creation

Step 1: Create new customer request

• Click + New Customer on the toolbar.

Step 2: Submit request

• Click Request Partner to send customer creation request and wait for approval.

Video demo: https://youtu.be/bzcGl9HGibY

Important Note

After customer approval, the code format will be automatically updated to [CSxxxxx_TEMP]. An email notification will be sent to sales informing about customer approval or rejection.

🔄 For Existing Customers with Previous Code

For customers already existing in the system:

• Click New Customer
• Enter Partner Code or Tax Code in the search box to find Partner and wait for system to load information and update notification.
• After system shows success notification, click close screen. (Do not click Request Partner)

💰 Request New Customer Creation (Refund)

Step 1: Access refund customer creation

• Click + New Customer (Refund) on the toolbar.

Option 1: Manually fill in detailed customer (Refund) information.

Option 2: Enter existing customer code from the system:

Step 2: Submit refund request

• Click Request Partner (Refund) to send customer (Refund) creation request and wait for approval.

✅ Approve Partner Request

🚀 Access Approval Screen

• On the CRM main screen list, click Partners → select Approve Requests tab.

⚡ Approval Actions

1. Approve (Accept)

• Accept new Partner creation
• System will automatically:
  • Generate Partner code with format [CSxxxxx]
  • Send email notification to requester
  • Update status to "Approved"

2. Reject (Decline)

• Reject Partner creation request
• Required to enter rejection reason
• System will:
  • Send email notification with rejection reason
  • Update status to "Rejected"

3. Save (Save)

• Save information changes (if edited)
• Keep status as "Pending"

Video demo: https://youtu.be/GmXP60JzvQs

🔍 Search Customer

Search features:

• Search by Partner Code
• Search by Tax Code
• Search by Company Name
• Advanced filters available

🏢 Agent Management

Access Agent List Screen

• On the main screen list, click Partners → select Agent List tab.

Note

Operations for Creating New Agent and Managing Agent are similar to Customer management.

🚛 Coloader Management

Access Coloader List Screen

• On the main screen list, click Partners → select Coloader List tab.

Note

Operations for Creating New Coloader and Managing Coloader are similar to Customer management.

💡 Best Practices

✅ Before Creating New Partner:

• Always check if partner already exists
• Verify tax code accuracy
• Ensure all required fields are completed
• Double-check contact information

🚀 For Efficient Approval Process:

• Review partner information thoroughly
• Provide clear rejection reasons
• Process requests promptly
• Maintain communication with requesters

📧 Email Notifications Include:

• Approval emails: Partner code, access instructions
• Rejection emails: Clear reasons, resubmission guidelines
• Status updates: Real-time progress notifications

📞 Support Contacts

• Technical Issues: IT Support - ext. 100
• Business Questions: CRM Admin - ext. 200
• Emergency: Manager on duty - ext. 300