Module guide
Customers
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.
How this module fits your work
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.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
01Prepare source records02Complete the activity03Review / approve04Verify the result
Access & requests
- NexCom Customer Access RequestRecord page · Access & requests
- NexCom Customer RequestRecord page · Access & requests
Accounts, contacts & territories
- CustomerRecord page · Accounts, contacts & territories
- Customer GroupRecord page · Accounts, contacts & territories
- TerritoryRecord page · Accounts, contacts & territories
Setup & Templates
- Industry TypeRecord page · Setup & Templates
- Address TemplateRecord page · Setup & Templates
Dashboards
- NexCom CustomersWorkspace · Dashboards
Reports
- Address And ContactsReport · Reports
- Addresses And ContactsReport · Reports
- Customer Acquisition and LoyaltyReport · Reports
- Customer Credit BalanceReport · Reports
- Customer-wise Item PriceReport · Reports
Frequently asked questions
- Why do I see fewer links in ERP?
- The documentation covers installed pages. The live menu hides records, reports and actions your role cannot access.
- Does saving finish the process?
- No. Some records remain drafts until submitted or approved. Related inventory, accounting and external-service actions have their own steps.
- Where do I report an error?
- Use Helpdesk and include the module, record type, operation and error. Do not include passwords or unrelated personal records.