Customer Management
Manage your customers with master data, overviews, and customer-related reports.
By Benny and 2 others3 authors5 articles
Feature scope – Customer managementOverview of customer management in ZEP — what it covers, which modules extend it, and who plays which role.
Customer overviewThe customer list with filters, column configuration and mass actions — entry point for all customer actions.
Creating, editing and deleting customersLifecycle of a customer in ZEP: create, edit, deactivate and delete — including permissions and prerequisites.
Customer dataAll fields of the customer record in four tabs — General, Contact, Billing, Bank details — with module prerequisites and effect of each field.
Customer administrationSub-areas of the customer detail view: General, Billing settings, Invoicing, Actions — with module prerequisites per section.