Customer

Customer list

Within POLUMANA® there are various view-options for the displayed customers. The more detailed tile view is opened by pressing the tile view icon. By pressing the list view icon in iOS, you can see the customers within a list, but slightly less information is displayed. In both iOS and Windows, the Map view is provided for localising the customer.

WIN	iOS	Function
		Tile view
		List view
		Map view

Customer filter

You can use the customer filter for filtering the displayed customers accordingly. You can see whether a filter has been set for the current customer view or if all customers are displayed by the status of the funnel.

Meaning of the filter symbols:

WIN	iOS	Function
		No selection is active. All objects are visible
		A selection is active. You do not see all objects

HowTo: Filter and select customers

Customer creation

In POLUMANA®, the customers of your source system (ERP) are available to you, depending on the logged-in user in the app. To give you the option of generating an order / shopping cart regardless of the existing customers, POLUMANA® allows you to create a customer. In Windows, click on the corresponding add customer icon in the top right-hand corner. In iOS, this icon is available at the bottom left.

WIN	iOS	Function
		Create a new customer

The newly created customer is transferred to the connected source system (ERP). All necessary customer data is then entered here. The next time you update the data on your device, you will receive this customer with all the final information and the corresponding customer number.

Export of customers

You can export customers within Windows. Only those customers are exported that correspond to the current selection. Click on the export icon at the top right to export the customers to Excel.

WIN	iOS	Function
		Export of customers

Tour

This function corresponds to the “Travel Plan” module from POLUMANA®. If you tap on the tour icon, the daily visits are displayed according to the date selection. You select the date in iOS at the bottom left by tapping on the date. In Windows, a date bar is displayed at the bottom of the screen.

WIN	iOS	Function
		Select tour

You will now see the travel plan for the desired date, marked by flags in Windows or blue dots in iOS. Customers who are not visited are marked with grey dots. Based on this information, you can decide on which day or on which travel plan you are in the vicinity of the desired customer.

Here you can see that you are very close to two other customers – grey dots – on this daily visit location – blue flag.

This is a screenshot from iOS for comparison. The customer you have approached is marked in blue, two other customers – marked in grey – are very close by.

By clicking on the customer marked in grey, you can add this customer to the selected travel plan. This customer is then integrated into your daily visit.

Add tour date for customers

Customer detail view

Clicking on the customer takes you to the customer detail view. Various tabs with information regarding the customer are available to you in the customer detail view.

Please note that the available views may differ depending on the customer and customised settings.

These tabs are available to you within the customer detail view:

TAB: BASIC DATA/GENERAL/AGREEMENTS

Within this tab you will see general information about this customer. For example:

Total address data

Open balance

Order data (last order, order block, etc.)

Turnover potential and turnover

Number of employees

Payment and delivery conditions

etc..

You as the customer and user of POLUMANA® ultimately decide exactly which data is displayed.

TAB: DOCUMENTS/TIMELINE/POTENTIAL

In the Receipts tab (Timeline in iOS), you can see all receipts relating to this customer. The documents displayed here may include the following:

Deliveries
Invoices
Orders
Other documents
Visit reports
Notes

The documents for deliveries, invoices and orders are provided from the source system (ERP). All futher documents can be managed directly in POLUMANA®.

iOS – Timeline of the customer’s receipts

Documents within the timeline can be filtered using the following criteria:

	Waiting for release
	Order / offer / document created
	Rejected
	Partially delivered
	Cleaned
	Invoice open
	Delivered
	Goods via third-party suppliers / drop shipments
	Dispatched
	Disputed
	Paid
	Invoice sent
	Invoiced
	Closed

The display of sales and available potential is also provided from the source system (ERP) or from a DWH system.

Windows – Display customer sales from DWH

TAB: RELATIONSHIPS/CONTACTS/TASKS

Contacts can be assigned to a customer. It is also possible to assign delivery addresses to a customer. You can view all these links and assignments via this tab. It is also possible to call a contact directly from POLUMANA®. The prerequisite is that a telephone number has been stored for the contact and that your end device is technically capable of this. You can find more information about contacts here.

Tasks that have been assigned to these customers are also displayed here. You can find out more about tasks in Tasks

TAB: OPEN ITEMS

This tab corresponds to the content of the Basic data/General tab with the “Balance of open items” field. These items are listed in detail in this tab.

CUSTOMER SERVER SEARCH

It is possible that customers are not yet saved locally within your app. It is possible that you cannot find a customer using the customer search. The so-called customer server search is available for this purpose. Always use the customer server search if you want to reload customers locally to your app.

WIN	iOS	Function
n.a.		Open customer server search

The uploaded customer is not yet fully available with all their data. All data will be provided within the next data update. However, you can create a shopping basket with the new, uploaded customer.

You can start the customer server search within the Customers application.

CUSTOMER STATUS

In POLUMANA®, customers can have different customer states. The following is a list of which states are possible for customers.

The customer status is not set in POLUMANA®. The customer status is imported from the corresponding source system (ERP).

WIN	iOS	Function
		Association science
		Vendor Managed Inventory
		Top customer
		Invoice partner
		Reactivated customer
		Normal customer
		New customer
		Delivery partner
		Consignment customer
		Cold customer
		Customer deactivated