Customer management
Manage your customers, their sites and contact persons in Combinum to have it accessible when you make quotes.
For each customer you can manage the selection of price list, currency and terms.
You can also allow your customers to get direct access to the CPQ system in an easy and controlled manner, allowing them to only see their own quotes and configurations.
Available features
- Registration of customers with data like primary site and primary contact.
- Registration of customer sites with data like addresses, VAT and terms.
- Registration of customer contacts.
- Management of payment and delivery terms.
- Default price list and currency per customer site.
- Pulling of data from the customer registry to editable parameters of the quote.
- Import and export of customers, sites and contacts via Microsoft Excel.
- Inactivation of customers.
- Customer logins with restricted access.
