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Customer Companies and Portal

Customer records link orders, billing, department, contacts, WhatsApp groups, and customer portal users.

Customer setup SOP​

  1. Open Customers -> Add Customer.
  2. Fill company, customer ID, short name, default department, status, billing/contact details, and payment terms.
  3. Upload SSM/supporting documents only after confirming the customer record. The system can OCR certificate details, but staff must review extracted company name, registration number, registered address, and branch address.
  4. Add WhatsApp group link if operations will use customer group messaging.
  5. Save and create customer credentials only for authorised customer users.

Status and ordering​

A blacklisted customer cannot submit new portal orders. Tenant staff are warned if they attempt to create an order for that customer. Resolve the account status with an administrator rather than bypassing it.

Customer portal credentials​

Give each customer user a named email login. Customers use self-service Forgot Password or Profile configuration to manage their own password; do not share credentials in a group chat.

Customer data controls​

Use table filters and suggestions for company, customer ID, short name, default department, and status. Keep short name consistent because it is used in downloaded document file names.