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Merge pull request #7106 from pratu16x7/doc-fixes

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CRM: Customer page fixes
This commit is contained in:
Nabin Hait 2016-12-01 18:09:02 +05:30 committed by GitHub
commit 6c44d259ca
4 changed files with 8 additions and 4 deletions
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erpnext/docs/assets/img/crm/create-customer.gif Normal file
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erpnext/docs/assets/img/crm/customer-to selling-flowchart.jpeg Normal file
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erpnext/docs/user/manual/de/CRM/customer.md
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@ -7,9 +7,9 @@ Sie können Ihre Kunden entweder direkt erstellen über
> CRM > Dokumente > Kunde > Neu
oder einen Upload über ein Datenimportwerkzeug durchführen.
<img class="screenshot" alt="Kunde" src="{{docs_base_url}}/assets/img/crm/create-customer.gif">
<img class="screenshot" alt="Kunde" src="{{docs_base_url}}/assets/img/crm/customer.png">
oder einen Upload über ein Datenimportwerkzeug durchführen.
> Anmerkung: Kunden werden von Kontakten und Adressen getrennt verwaltet. Ein Kunde kann mehrere verschiedene Kontakte und Adressen haben.

8
erpnext/docs/user/manual/en/CRM/customer.md
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@ -9,9 +9,13 @@ You can either directly create your Customers via
> Selling > Customer
<img class="screenshot" alt="Create Customer" src="{{docs_base_url}}/assets/img/crm/create-customer.gif">
or upload it via the Data Import Tool.
<img class="screenshot" alt="Customer" src="{{docs_base_url}}/assets/img/crm/customer.png">
A Customer can avail the features (operations) in the selling process. The general flow can be summarazed as:
<img class="screenshot" alt="Customer" src="{{docs_base_url}}/assets/img/crm/customer-to selling-flowchart.jpeg">
> 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.