ERP & SolutionsFinance, Procurement & Core ERPClient Management

Finance, Procurement & Core ERP

Client Management

Maintain the customer master used by sales, credit, statements, visits, collections, portals, and service.

Open guide All modules

Capabilities

Create and maintain client profiles
Configure location and commercial details
Assign sales teams and brands
Archive and restore records
Preview, print, and download statements
Export customer data for controlled use

How it works inside the ERP

Create and maintain client profiles
Configure location and commercial details
Assign sales teams and brands
Archive and restore records
Preview, print, and download statements
Export customer data for controlled use

Workflows

Quotation to Cash

A connected commercial path from customer and price context to delivery, invoicing, collection, and accounting.

Open guide → Workflows

Create and Collect a Manual Customer Invoice

Use the receivables workspace for authorized invoices that do not originate from a sales order or dental-lab posting.

Open guide →

Important scope note

Credit and portal behavior also depends on company settings and client-specific configuration.

Product evidence

This description was reviewed against user-visible interfaces and behavior in:

public/modules/crm-clients/view.html
public/modules/crm-clients/logic.js