Customer

From RPM Wiki

Table of contents

1 Summary 2 Commission rules 3 Security 3.1 Staff users 3.2 Agent users 4 Adding a customer

Summary

A customer in RPM is a company that purchases products from a supplier through a rep. Customers can have any number of accounts from any number of suppliers. A customer is defined in RPM with a unique name.

Commission rules

• See Account
• See Account group

Security

Staff users

• Adding, editing, and deleting customers requires the "Customer information" privilege.
• A customer can only be deleted if it has no accounts.
  • See Accounts for instructions on moving or deleting accounts.
• Users with "Commission data import" will be able to cause the automatic creation of customers from the imported commission data.

Agent users

• Viewing customer details requires the customer to have an account that has been sold to by them, or in the case of managers, any rep in their agency.
• Agent users may edit customer contact and custom fields.
• Agent users may not edit the customer name.
• See "Rep account access" under Account

Adding a customer

There are two ways to add a customer:

• Automatic. Customers are created automatically as needed during the commission data import.
  • Best practice: This is the recommended way to add customers.
• Manual. Click "Add" on the "Customers" page.

• This page was last modified 19:54, 17 Apr 2007.
• This page has been accessed 1518 times.

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