Prerequisite

• Access to the Configuration > Category (CT005) menu.

Introduction

In order to use SoftExpert Customer, we need to define a category for the customers, that is, to classify them in accordance with the division established for the customer base.

For demonstration, we will use a division based on their branch of activity. In this case, the customers related to chemical products will be grouped through the "Chemical" category. 
 

Adding a category

1. To add a category, access the Configuration > Customer > Category (CT005) menu.

2. Click on the button. 

3. On the screen that will open, enter an ID # and a name.

4. Access the Electronic file tab and enter the electronic file container.

5. Save the information to finish the configuration.

See how the Category screen is divided.

A In the General tab, an upper-level category can be defined in order to generate a hierarchy for the category that is being created. 
B The Attribute tab is used to associate attributes with the category in order to complement information referring to the customer. To learn more, access the What is an attribute? article. 
C The Electronic file tab is used to associate the electronic file container, which specifies the files that must be delivered by the customer. To learn more, access the Configuring a complex file container article.
D The Category security tab is used to set the security rules that will be applied to the category. To learn more, access the Defining the category security article. 
E The Evaluation tab is used to define a periodic evaluation related to the customers belonging to the category. To learn more, access the Configuring an evaluation in the category.

 

 

Conclusion

Now that the category is defined, it is possible to create a customer. To learn how, refer to the Creating a customer article.