Mobile Customer Onboard App for JD Edwards

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.

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