Customer Flashcards
1062 What is the maximum limit you can sale to a customer on credit?
Managers can set credit limit per customers in customer detail page. Field Staff cannot record sales when the amount of unpaid transaction exceeds preset credit limit.
1070 Can field staff create or edit customers?
To create new customer, “e; Register New Customer& quote; needs to be allowed in settings.
To edit customer information, “e; Edit Customer Information& quote; needs to be allowed in settings.
1095 Can we completely delete customer from SENRI?
Basically we don’t remove any data from database completely. This is because removing data physically cause some issues such as making mobile app crash and impossible to recover.
Thus, you can only change status from active to inactive so that the customers are removed from mobile app and reports on web.
1133 What is benefits for using primary/secondary customer?
- To maintain relationship between parent customer and child customers, for example, distributor and retailer, hospital and doctor
- To let Field Staff view secondary customer under primary customer in list view
- To view secondary customer sales reflected to primary customer sales
1140 Can I restrict FS to view all customers?
Existing customer data
You can set customer assignment
Go to user list in admin console
Click customer assignment button or import customer assignment
When the number of customer is large, import is recommended
New customer data
You can set customer assignment settings for new customer registration
Go to company settings
Go to app settings
See “New Customer Assignment on Mobile App”
Choose from the below choices
All users
Only user who is assigned to the region *require region assignment settings from user settings
Only user who register the customer
1200 How can I check the customer who have not visited more than 2months?
- Go to customer page
2. Filter last visit at with custom range filter
1306 There are several location change requests of customers. What happen if one of them is approved?
If there are several location requests and one of them is approved, the others requests are rejected. The location of customer is then changed from the created date of the approved request
1163 Why aren’t “Sales in the last 3 months” and “Sales/visits in the last 3 months” in the customer details up to date?
Those doesn’t include the amount for the current month.
For example, on September, Sales Last 3 month includes the sales amount for June, July and August.
Also, to avoid calculating data every time page is opened, the data is only updated on 1st and 7th of each month and may not be up-to-date until then.
This applies to customer detail on both web and app when “View sales data made by others on mobile app” settings is Allowed.
1276 Why number of customer registration in Activity Report and number of customers in customer list are different?
The number of registered customers in Activity Report is only counted when FS records some activities such as check-in/out, visit report, sales, merchandising report, delivery or payment, whereas in Customer list, all customers are counted.
If there is the difference, please check last visit of customers in customer list.
1326 How does phone number duplication work?
If the user is online, the app will check if the phone number has been registered across the entire customer database.
If the user is offline, the app will check phone number duplication for the customers assigned to them. This also applies to customers initially assigned to the user but are no longer assigned to the user.
Phone duplication is not checked when registering customers on the web.
1327 When last visited at in customer detail updated?
Last visited at in customer detail on the web is updated everyday around 23:00pm to 1:00am.
1328 What happes when count in reports is disabled in customer detail?
Filed Staff may engage in activities other than visiting customers, such as commuting to the office or going to the factory. By registering them as customers, the activities can be recorded in SENRI. However in many cases visits to these customers should not be included in the number of customer visits.
To solve this issue, you can select whether or not to count the number of visits in customer detail. During visits to the customer, tracking of location and time and the creation of activities are still possible but it’s not included in the number of visits and plans in all reports on both web and mobile app.
The number of visit and plans will be excluded based on the settings on the uploaded date.
When new plan is made with customers excluded from visit counts, only the plan after the day of changing the settings will be excluded from plan counts. For repeat plans, plans for dates after the setting has been changed will not be counted.
Settings:
Customer > New/Edit Customer > Count in reports > Disabled
*This can be adjusted only on the mobile app.
To identify those customers, (Excluded from visit counts) will be added to customer name on the web and the tag will be shown in customer detail on the mobile app.
