Prerequisite

• Access to the Configuration > Category (CT005) menu.

Introduction

In order to use SoftExpert Customer, we need to define a category for customers, that is, to classify them in accordance with the division established for the customer base.

See below how to add a category:
 

Adding a category

1. Access the Configuration > Customer > Category (CT005) menu.

2. Click on the button. 

3. On the screen that will open, enter an ID # and a name.

4. Access the Electronic file tab and select the complex file container. Access the Configuring a complex file container article and learn more.

6. Click on the button to save the record.

See how the category data screen is divided:

A In the General tab, an upper-level category can be defined in order to generate a hierarchy among the categories.

B - The Electronic file tab is used to associate the electronic file container, which specifies the files that must be delivered by the customer. To learn more, access the Configuring a complex file container article.

C - The Category security tab is used to set the security rules that will be applied to the category. To learn more, access the Defining the category security article.

D - The Evaluation tab is used to define a regular evaluation related to the customers in this category. To learn more, access the Configuring an evaluation in a category article.

 

 

Conclusion

After configuring a category, it is possible to create a customer. To do so, access the Creating a customer article.