Customer Master & Relationship Management

Manage customer accounts, credit limits, pricing rules, tax categories, and contact directories in TechoERP.

Video Tutorial: Customer Master & Relationship Management
HD Video Guide

Watch Video Tutorial: Customer Master & Relationship Management

Click anywhere to play the step-by-step walkthrough video in high definition.

Verified TechoERP Documentation Standard
CRM

Overview

The Customer master represents any individual or corporate entity purchasing goods or services from your business. It maintains historical order tracking, outstanding balances, credit limits, and loyalty programs.

Related Articles