Clients

Work in Progress

This documentation is actively maintained. Features described here may change as the platform evolves. Last reviewed: February 2025.

Clients in Production represent companies or individuals you sell to. New clients go through an approval workflow before they become active.

Your Role on This Page

Admin

As an Admin, you can manage all clients and approve new client registrations. You have full control over the client database and can approve or reject pending clients.

Department Lead

As a Department Lead, you can view department clients. You can see clients associated with your department's sales activities.

Team Lead

As a Team Lead, you can view team clients. You can see clients your team members are working with.

Member

As a Member, you can view and register new clients. You can add new client registrations that are pending approval, and work with approved clients in your pipeline.

Screenshot

Viewing Clients

1. Go to Sales > Clients
2. See summary stats: Total, Pending Approval, Active, Inactive
3. Search and filter the client list
4. Click a client to view their full details

Screenshots Pending

Screenshots for this page will be added once the Production app pages are restored. The app is currently undergoing a codebase optimization.

Registering a New Client

1. Go to Sales > Clients > New Client
2. Fill in the registration form:

Field	Description
Company Name	Client's business name
Contact Person	Primary contact
Email	Contact email
Phone	Contact phone number
GSTIN	GST identification number
Industry	Client's industry sector
Billing Address	Address for invoices
Shipping Address	Delivery address
Notes	Additional information

3. Click Register Client

The client starts in Pending Approval status.

Approval Workflow

New client registrations require approval from a Sales Lead or Administrator:

Registered → Pending Approval → Approved (Active)
                              → Rejected

• Sales Leads and Administrators can approve or reject clients
• Rejected clients can be re-submitted with corrections
• Only approved clients can be used in quotes, invoices, and orders

Client Detail View

The client detail page shows:

• Overview — Company info, contact details, status
• Ledger — Financial history (invoices, payments, outstanding balance)
• Activity — Recent interactions and transactions

Client Ledger

The ledger provides a financial summary for each client:

• Total invoiced amount
• Total payments received
• Outstanding balance
• Transaction history with dates and amounts

Screenshots Pending

Screenshots for this page will be added once the Production app pages are restored. The app is currently undergoing a codebase optimization.

Managing Clients

• Edit — Update client details from the detail view
• Deactivate — Mark inactive clients who are no longer ordering
• View Ledger — Check financial standing at Sales > Clients > [Client] > Ledger

warning

Only approved clients appear in dropdown selectors when creating quotes, invoices, or purchase orders. Register and get approval for new clients before creating documents for them.