Customers
The customer list provides an overview of all customers. Over 60 different fields are shown as columns.
You can filter and group the data as you wish. This allows you to see which customers to focus on. You can download the data to a spreadsheet or pdf.
'%3e%3cg id='hkl-icon-02' transform='translate(210.000000%2c 158.000000)'%3e%3cg id='group-of-people-2'%3e%3crect id='Rectangle-Copy-7' fill='white' x='0' y='0' width='94' height='94' rx='47'/%3e%3cg id='ppl8' transform='translate(47.000000%2c 27.000000)' fill='%23005f83' stroke='white'%3e%3ccircle id='Oval-Copy' cx='10.5' cy='6.5' r='6'/%3e%3c/g%3e%3cg id='ppl7' transform='translate(27.000000%2c 27.000000)' fill='%23005f83' stroke='white'%3e%3ccircle id='Oval-Copy' cx='10.5' cy='6.5' r='6'/%3e%3c/g%3e%3cg id='pp6' transform='translate(37.000000%2c 25.000000)' fill='%23005f83' stroke='white'%3e%3cpath d='M13%2c12.5 L8%2c12.5 C5.92893219%2c12.5 4.05393219%2c13.3394661 2.69669914%2c14.6966991 C1.33946609%2c16.0539322 0.5%2c17.9289322 0.5%2c20 L0.5%2c26.0953307 C3.83333084%2c27.0315294 7.16662963%2c27.5 10.5%2c27.5 C13.8333704%2c27.5 17.1666692%2c27.0315294 20.5%2c26.0953307 L20.5%2c20 C20.5%2c17.9289322 19.6605339%2c16.0539322 18.3033009%2c14.6966991 C16.9460678%2c13.3394661 15.0710678%2c12.5 13%2c12.5 Z' id='Rectangle-Copy-6'/%3e%3ccircle id='Oval-Copy' cx='10.5' cy='6.5' r='6'/%3e%3c/g%3e%3cg id='ppl5' transform='translate(17.000000%2c 31.000000)' fill='%23005f83' stroke='white'%3e%3cpath d='M13%2c12.5 L8%2c12.5 C5.92893219%2c12.5 4.05393219%2c13.3394661 2.69669914%2c14.6966991 C1.33946609%2c16.0539322 0.5%2c17.9289322 0.5%2c20 L0.5%2c26.0953307 C3.83333084%2c27.0315294 7.16662963%2c27.5 10.5%2c27.5 C13.8333704%2c27.5 17.1666692%2c27.0315294 20.5%2c26.0953307 L20.5%2c20 C20.5%2c17.9289322 19.6605339%2c16.0539322 18.3033009%2c14.6966991 C16.9460678%2c13.3394661 15.0710678%2c12.5 13%2c12.5 Z' id='Rectangle-Copy-6'/%3e%3ccircle id='Oval-Copy' cx='10.5' cy='6.5' r='6'/%3e%3c/g%3e%3cg id='ppl4' transform='translate(57.000000%2c 31.000000)' fill='%23005f83' stroke='white'%3e%3cpath d='M13%2c12.5 L8%2c12.5 C5.92893219%2c12.5 4.05393219%2c13.3394661 2.69669914%2c14.6966991 C1.33946609%2c16.0539322 0.5%2c17.9289322 0.5%2c20 L0.5%2c26.0953307 C3.83333084%2c27.0315294 7.16662963%2c27.5 10.5%2c27.5 C13.8333704%2c27.5 17.1666692%2c27.0315294 20.5%2c26.0953307 L20.5%2c20 C20.5%2c17.9289322 19.6605339%2c16.0539322 18.3033009%2c14.6966991 C16.9460678%2c13.3394661 15.0710678%2c12.5 13%2c12.5 Z' id='Rectangle-Copy-6'/%3e%3ccircle id='Oval-Copy' cx='10.5' cy='6.5' r='6'/%3e%3c/g%3e%3cg id='ppl3' transform='translate(49.000000%2c 37.000000)' fill='%23005f83' stroke='white'%3e%3cpath d='M13%2c12.5 L8%2c12.5 C5.92893219%2c12.5 4.05393219%2c13.3394661 2.69669914%2c14.6966991 C1.33946609%2c16.0539322 0.5%2c17.9289322 0.5%2c20 L0.5%2c26.0953307 C3.83333084%2c27.0315294 7.16662963%2c27.5 10.5%2c27.5 C13.8333704%2c27.5 17.1666692%2c27.0315294 20.5%2c26.0953307 L20.5%2c20 C20.5%2c17.9289322 19.6605339%2c16.0539322 18.3033009%2c14.6966991 C16.9460678%2c13.3394661 15.0710678%2c12.5 13%2c12.5 Z' id='Rectangle'/%3e%3ccircle id='Oval' cx='10.5' cy='6.5' r='6'/%3e%3c/g%3e%3cg id='ppl2' transform='translate(25.000000%2c 37.000000)' fill='%23005f83' stroke='white'%3e%3cpath d='M13%2c12.5 L8%2c12.5 C5.92893219%2c12.5 4.05393219%2c13.3394661 2.69669914%2c14.6966991 C1.33946609%2c16.0539322 0.5%2c17.9289322 0.5%2c20 L0.5%2c26.0953307 C3.83333084%2c27.0315294 7.16662963%2c27.5 10.5%2c27.5 C13.8333704%2c27.5 17.1666692%2c27.0315294 20.5%2c26.0953307 L20.5%2c20 C20.5%2c17.9289322 19.6605339%2c16.0539322 18.3033009%2c14.6966991 C16.9460678%2c13.3394661 15.0710678%2c12.5 13%2c12.5 Z' id='Rectangle'/%3e%3ccircle id='Oval' cx='10.5' cy='6.5' r='6'/%3e%3c/g%3e%3cg id='ppl1' transform='translate(37.000000%2c 42.000000)' fill='%23005f83' stroke='white'%3e%3cpath d='M13%2c12.5 L8%2c12.5 C5.92893219%2c12.5 4.05393219%2c13.3394661 2.69669914%2c14.6966991 C1.33946609%2c16.0539322 0.5%2c17.9289322 0.5%2c20 L0.5%2c26.0953307 C3.83333084%2c27.0315294 7.16662963%2c27.5 10.5%2c27.5 C13.8333704%2c27.5 17.1666692%2c27.0315294 20.5%2c26.0953307 L20.5%2c20 C20.5%2c17.9289322 19.6605339%2c16.0539322 18.3033009%2c14.6966991 C16.9460678%2c13.3394661 15.0710678%2c12.5 13%2c12.5 Z' id='Rectangle'/%3e%3ccircle id='Oval' cx='10.5' cy='6.5' r='6'/%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
Customer Profile Page
Manage all information about the customer from the different tabs:
- Master Data
- Delivery Addresses
- Pricing - Individual prices
- Limits - Credit control
- Cards - Fuel Cards
- Vehicles -Tank lorries or busses
- Orders
- Deliveries
- Tax Adjustments
- Account
.png?etag=%224b21e-66a0d843%22&sourceContentType=image%2Fpng&ignoreAspectRatio&resize=872%2B506&extract=0%2B0%2B872%2B503)
Credit Control
Credit limits will give you a high degree of credit control.
Set the maximum amount of credit that you will extend for a customer.
CDH Cloud will continuously calculate the available credit of all customers.
Customer Account
The Customer Account Module is an effective debtor control system. Keep track of your customers' payments, due balance, reminders and so forth.
You can easily extract the total amounts from CDH Cloud for your accounting system.
.png?etag=%22226d2-661fa801%22&sourceContentType=image%2Fpng&ignoreAspectRatio&resize=142%2B85)