Customers are valued recipients of goods, services, or products obtained from a seller or vendor via a financial transaction or exchange of money. Customers are crucial in generating business and establishing your brand. Managing many customers simultaneously, effectively and timely is essential to create value, earn trust, deliver results and exceed expectations of customers. Customers are fifth in the hierarchy of stationing your smart factory on SFactrix.

Pre-condition – Plant, work center, assets and parts must be created prior to adding customers. You should be an account admin to create customers.

How to create the customer information?

You should be an Account admin, Executive, Plant Manager, Work Center Manager or Asset Manager belonging to the same plant to create a Customer.

o Login to your SFactrix.ai account.

o From the settings page, under organization settings, click on the ‘customers’ card.

o Customers display page will appear.

o Click the ‘Add Customer’ button on the customers page.

o The Add customer list page will appear. Fill in with proper data as shown below.

o Click the submit button. You will have successfully created a customer.

Please note the details of each parameter required to complete the creation of Customer:

Field

Description

Company Name

It is the name of the company who is your customer.

Contact Name

The name of the contact person or point of contact from the customer company.

Address

The location or address of the customer company.

Contact Number

The landline or cell phone number of the POC from customer company. It is Optional to add contact number. Yet, recommended for purposes of convenience.

Email

Company email ID or the contact's email ID.

Website URL

The customer company website URL for any reference / convenience. It is optional to enter website URL.

Customer Type

Defines your relations with your customer. Example: Contract based, Temporary, Permanent and so on.

Description

A brief on the customer or order. It is optional to add a description.

How to edit / update Customer information?

You should be an Account admin, Executive, Plant Manager, Work Center Manager or Asset Manager belonging to the same plant to edit / update a Customer.

o Use your credentials and Login to your SFactrix.ai account.

o Under organization settings from the settings page, click on the ‘customers’ card.

o Customers display page will appear with the list view of already created customers.

o From the list view, click the ‘Edit’ icon on the customer you wish to edit / update.

o Edit customer page will appear. Make the necessary edits / update customer specifics.

o Click on ‘Update’ button to save changes.

How to delete a customer?

You should be an Account admin, Executive, Plant Manager, Work Center Manager or Asset Manager belonging to the same plant to delete a Customer.

o Login to your SFactrix.ai account.

o Click on ‘work center’ card from the settings page, under organization settings.

o Customers display page will appear with the list view of already created customers.

o From the list view, click the ‘Edit’ icon on the customer you wish to delete.

o Click the ‘Delete’ button on the edit work center page to delete work center.

o Click on the ‘Yes’ button when you receive a pop-up stating, ‘Are you sure to delete (Customer Contact Name)’. This deletes the Customer chosen.

Why am I unable to delete the Customers information?

  1. You can delete Customer only when the Work Order linked to the Customer are deleted / completed.

  2. You can delete the Customer only if are an Account Admin, Management, Plant Manager, Work Center Manager.

What's next?

Once you are done creating the Customer, next step is to create the Work Order. Work Orders are the business orders given by Customers that are to be completed for successful delivery of the product.

Click the below link to learn more about the Work Order and its features.

For any feedback and enquires on the functionalities of the Plant, write to our support team at [email protected]

Did this answer your question?