Use Customers: navigation and daily work
Open Sales & Marketing using the left app rail, then select Customers in its module menu. The module dashboard gathers the available records, reports and setup links.
Before you start
Maintain the customer master, link addresses and contacts, establish defaults and verify portal access. An address with the customer name in its title is still unlinked until the Links table identifies that Customer record.
Find this module in the ERP
Sales & Marketing → Customers
Step-by-step instructions
Open the module
Open Sales & Marketing using the left app rail, then select Customers in its module menu. The module dashboard gathers the available records, reports and setup links.
{ERP_URL}/desk/nexcom-workflow/Sales%20%26%20Marketing/CustomersRecord forms may append /{RECORD_ID}; a new draft may use /new-{TYPE}-{TEMP_ID}. Query filters and selected tabs may add a query string or #fragment.
Continue the task
Choose the work area for your task. This staging dashboard provides NexCom Customer Access Request, NexCom Customer Request, Customer, Customer Group, Territory, Address, Contact, Gender. Use an existing record for a change; use Add/New only when a new record is needed and your role permits it.
{ERP_URL}/desk/nexcom-workflow/Sales%20%26%20Marketing/CustomersRecord forms may append /{RECORD_ID}; a new draft may use /new-{TYPE}-{TEMP_ID}. Query filters and selected tabs may add a query string or #fragment.
Continue the task
Before saving or taking a workflow action, verify the relevant party, company, dates, source links and permissions. Use the field reference linked below for the selected record type. This navigation tutorial does not submit a business transaction.
{ERP_URL}/desk/nexcom-workflow/Sales%20%26%20Marketing/CustomersRecord forms may append /{RECORD_ID}; a new draft may use /new-{TYPE}-{TEMP_ID}. Query filters and selected tabs may add a query string or #fragment.
Continue the task
For review, open Address And Contacts, Addresses And Contacts, Customer Acquisition and Loyalty, Customer Credit Balance, Customer-wise Item Price. Check the report filters, company and date range before interpreting the results. A record count on the dashboard is not a financial total.
{ERP_URL}/desk/nexcom-workflow/Sales%20%26%20Marketing/CustomersRecord forms may append /{RECORD_ID}; a new draft may use /new-{TYPE}-{TEMP_ID}. Query filters and selected tabs may add a query string or #fragment.
Choose the relevant work area
Check the result
Check the selected record, company, source relationships, field values and available actions. A successful save, approval, submission, external notification and payment are separate events. The module screenshot is a navigation reference; it is not evidence that the business transaction described in this article was executed.
Troubleshooting
Use the installed work areas and the linked task tutorials below. Available actions and records depend on your role; external services may require their own permitted sign-in.