Clients - Create and Update Clients
Introduction:
Efficiently managing clients is a straightforward process within the Zupply platform. Once a client is created, it is imperative to configure and update various critical settings associated with the client. This includes the following key components.
Contact Details:
Basic contact information must be provided to ensure seamless communication with the client. This may include names, email addresses, phone numbers, and any other relevant contact information.
Delivery Details:
Accurate delivery address information is vital for ensuring the timely and precise delivery of goods or services to the client's location. Properly configuring this data helps streamline the logistics process.
Delivery Run:
Defining the delivery run associated with a client ensures efficient routing and scheduling for delivery operations. It optimizes the process by grouping clients with similar delivery requirements.
Payment Details:
Configuring payment details is crucial for accurate financial transactions. This includes specifying the currency, bank account information, and any other relevant financial data.
Payment Methods:
Clients may have various payment preferences. Zupply allows you to specify the accepted payment methods to accommodate the client's preferences and simplify the payment process.
Payment Terms:
Setting up payment terms clarifies the expectations and timelines for payment. Defining payment terms ensures both parties are aware of the agreed-upon conditions for financial transactions.
In this basic guide, we will walk you through the step-by-step process of updating client information and settings within Zupply. By following these instructions, you can ensure a smooth and organized relationship with your clients, optimizing your business operations and customer satisfaction.
