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.
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
View Customer Data and Update
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
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.
