Streamline Customer Review and Approval Processes #

The “Customer Audit” module provides a comprehensive view of customer registration details and allows administrators to review, edit, or remove customer accounts during the platform onboarding process. This feature plays a key role in validating customer information and ensuring quality control before full account activation.

Key Features in the Customer Audit Tab #

• Search and Filter Options:
  • Search by Name, BP (Business Partner), Ship Address, or Phone
  • Filter by Postcode
  • Search by Username or Sales Representative
• Displayed Fields Include:
  • Customer Code and Name
  • Sales Representative
  • Ship Address
  • Fax and Username
  • Quotation Submission Status
  • Register Mode
  • Remarks
  • Create Time

To Navigate: Accessing Customer Audit #

Follow these steps to access and manage the Customer Audit section:

1. Go to the “website” tab
2. Under Platform Registration, select “Customer Audit”
3. A detailed list of customer registration records will appear
4. Right-click on a customer record to display options, including Delete
5. Click on a record to begin reviewing the audit fields and associated information

Audit Panel Overview #

When auditing a customer record, the following sections will be available for review and data entry

• Basic Info:
  • Company Name (Required)
  • Reseller Permit
  • Fax
  • Category
  • Status
  • Enabled Status
  • Sales Representative
  • Payment Term
  • BP Code
  • Remarks
• Contact Info:
  • First Name / Last Name
  • Phone
  • Position
  • Email
• Billing Address:
  • Company Name
  • Postcode
  • Province/State
  • City
  • Address
• Shipping Address:
  • Company Name
  • Postcode
  • Province/State
  • City
  • Address

Note: You can right-click in the lower part of the panel to fill in or update address and contact details.

Benefits of Using Customer Audit #

• Validate customer registrations before enabling platform access
• Assign internal sales representatives for account ownership
• Ensure tax and business permit information is complete
• Maintain accurate shipping and billing addresses
• Centralize all customer review actions in one place
• Enhance data accuracy and reduce onboarding errors

The Customer Audit feature is essential for managing the integrity and quality of customer records within your platform. With its thorough review structure, customizable fields, and administrative controls, it allows your team to onboard customers confidently while ensuring compliance and accuracy.