PL ProfitLensGCC ERP by Somar
Help CenterFinance, Procurement & Core ERPClient Management
Help Center · Finance, Procurement & Core ERP

Client Management

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

Product overviewHelp Center

Before you start

  • Sign in to the correct company.
  • Confirm your role and company subscription allow this module.
  • Complete required master data in connected source modules before starting a transaction.
  • Use demo or authorized data while learning.

Workspace map

1. Create and maintain client profiles

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

2. Configure location and commercial details

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

3. Assign sales teams and brands

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

4. Archive and restore records

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

5. Preview, print, and download statements

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

6. Export customer data for controlled use

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

Recommended operating sequence

  1. Create and maintain client profiles
  2. Configure location and commercial details
  3. Assign sales teams and brands
  4. Archive and restore records
  5. Preview, print, and download statements
  6. Export customer data for controlled use

Related procedural guides

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 →

Troubleshooting

  • If an action is not visible, check role, permission, record status, and plan entitlement.
  • If data is missing, correct the source module and refresh this workspace.
  • Read the validation message before retrying; an approval or configuration step may be required.
  • Do not bypass protected correction or reversal by creating a duplicate record.
Important scope note: Credit and portal behavior also depends on company settings and client-specific configuration.