Overview
Swift Customer onboard app provides highly functional and extremely user-friendly mobile, tablet and web user-interface with QR Code and Bar Code scan capability to quickly have a glance of customer details and add/update customer details.
Swift Customer onboard App provides the following key features:
Note: You need Swift platform service to use this application.
Dashboard View
Swift Customer onboard app provides a quick snapshot of the onboard customer inquiry, open order amount and more.
Here are some key elements of the Dashboard:
- The Dashboard Widgets are configurable to get the Customer Inquiry details and status.
- The Widgets are drill-down capable, Tapping on the total customer onboard, open order amount widget takes you directly to the list of details.
Onboard Customer
Swift Customer onboard app provides the following fields to onboard a New Customer:
New Customer Entry:
- Alpha Name
- State
AR Information:
- Add’l Ind Tax ID
- Currency Code
- Payment Instructions
- Tax Rate Area
Phone and email Information to Onboard a New Customer
- Address Line
- Country
- Credit Limit
- GL Offset
- Payment Terms
Address Record Info
Swift Customer onboard app provides the following fields to onboard a New Customer:
New Customer Entry:
- Alpha Name
- State
AR Information:
- Add’l Ind Tax ID
- Currency Code
- Payment Instructions
- Tax Rate Area
Phone and email Information to Onboard a New Customer
- Address Line
- Country
- Credit Limit
- GL Offset
- Payment Terms
Customer Inquiry
Swift Customer onboard app provides feature to View Customer Data and update the same into Customer Inquiry option with the following records:
Records:
- Address Number
- CO
- Alpha Name
- Long Address
- SCH Type
Customer Details:
- Address Number
- Alpha Name
- Long Address Number
- Tax ID
- Search Type
- Business Unit and more
Address Book Revision Info
Swift Customer onboard app provides feature to View Customer Data and update the same into Customer Inquiry option with the following records:
Records:
- Address Number
- CO
- Alpha Name
- Long Address
- SCH Type
Customer Details:
- Address Number
- Alpha Name
- Long Address Number
- Tax ID
- Search Type
- Business Unit and more
