Customer and supplier management
A customer may be a private person or a company. All customers have different terms and preferences, all of which must be maintained and updated. In the auction solution there is also a mirrored supplier for each customer or vice versa. They will have the same account number and there is functionality for handling these as one instance, for example regarding settlement with focus on both sales and purchases (clearing).
This process may result in
A new customer and supplier are registered.
The customer and supplier terms are maintained.
The customer/supplier contact information is maintained.
Customer relations are closed.
Everyone who wishes to sell their lots on an auction needs to be registered as suppliers. The same applies for those who want to buy a lot. They have to be registered customers. Customers can be created also when the auction is active. Customers will get unique bidder numbers for an auction if they place bids or are represented in the room on auction days.
All you need to register a new customer/supplier is name, address, payment and delivery terms and contact information.
Tasks involved in this process
Register a new customer or supplier (mirrored).
Maintain and update the accounts.
Either expand or reduce the terms for the customer/supplier, update information and similar. Including commission, fee handling, bidder number and areas of interest.
Document handling, setting rules for customers/suppliers regarding where the different documents will end up.
Correspondence with the customer/supplier.
Sending reports and other correspondence.