diff --git a/erpnext/docs/assets/img/crm/create-customer.gif b/erpnext/docs/assets/img/crm/create-customer.gif new file mode 100644 index 00000000000..a615f2aae02 Binary files /dev/null and b/erpnext/docs/assets/img/crm/create-customer.gif differ diff --git a/erpnext/docs/assets/img/crm/customer-to selling-flowchart.jpeg b/erpnext/docs/assets/img/crm/customer-to selling-flowchart.jpeg new file mode 100644 index 00000000000..70e536e4d4c Binary files /dev/null and b/erpnext/docs/assets/img/crm/customer-to selling-flowchart.jpeg differ diff --git a/erpnext/docs/user/manual/en/CRM/customer.md b/erpnext/docs/user/manual/en/CRM/customer.md index 88f9e663de7..6ee7871ac99 100644 --- a/erpnext/docs/user/manual/en/CRM/customer.md +++ b/erpnext/docs/user/manual/en/CRM/customer.md @@ -9,9 +9,13 @@ You can either directly create your Customers via > Selling > Customer +Customer + or upload it via the Data Import Tool. -Customer +A Customer can avail the features (operations) in the selling process. The general flow can be summarazed as: + +Customer > Note: Customers are separate from Contacts and Addresses. A Customer can have multiple Contacts and Addresses. @@ -53,7 +57,7 @@ You can set how much credit you want to allow for a Customer by adding the master. Classifying Customers ERPNext allows you to group your Customers using [Customer Group]({{docs_base_url}}/user/manual/en/CRM/setup/customer-group.html) -and also divide them into [Territories]({{docs_base_url}}/user/manual/en/CRM/setup/territory.html) +and also divide them into [Territories]({{docs_base_url}}/user/manual/en/setting-up/territory.html) Grouping will help you get better analysis of your data and identify which Customers are profitable and which are not. Territories will help you set sales targets for the respective territories.