Customer Management – vektori.fi

Customer Management Settings

What it is about

This page manages the versatile settings of Vektori's customer relationship management (CRM). You can tailor the customer and order card data fields to suit your company, set default values that speed up daily tasks, manage the registration settings of public pages, and create customer groups for classifying customers. Here is how to get started

Go to Settings in the main menu on the left side.
Select Customer Management from the settings menu.
You will see the settings menu divided into three main sections: Customer Settings, Order Settings, and Customer Groups. Open the desired section by clicking its title.

What you can do on this page

1. Customer Settings

Here you define what information is collected about customers and how the customer card functions.

Customer data fields: Select with checkboxes which fields (e.g. Business ID, billing address, marketing consents) are visible on the cards of Corporate Customers, Consumer Customers, and Contacts.
Customer default values: Define the system-suggested defaults when creating a new customer, such as default billing method, customer type, or language.
Bulk editing of customer data: Select fields that users can update simultaneously for multiple customers (e.g. changing customer group or delivery method in bulk).
Customer tabs: Define which tabs (e.g. Orders, Invoices, Tickets, Files) appear in the navigation of the customer card.
Other settings: Here you also adjust, among other things, SMS confirmation templates, interface settings (e.g. credit limit display), and the terms and privacy statements of public registration pages. Remember to click Update at the end.

2. Order Settings

Here you manage the processing of orders and order lines.

Data fields: Select the fields displayed on the actual order, order lines, and packing list (e.g. EAN codes, delivery time, salesperson).
Order default values: Set automatic defaults for new orders, such as delivery and payment terms (e.g. 14 days net), default statuses, or products automatically added to orders.
Automatic setting of order status information: Define how the order status changes automatically at different stages (e.g. when the order is partially delivered or fully invoiced).
Order confirmation and invoicing: Define standard texts and email settings for order confirmations. In the invoicing section, you can allow, for example, partial or instalment payments. Remember to click Update at the end.

3. Customer Groups

Here you create and manage groups (e.g. "Leads", "Prospects", "VIP Customers") to which you can later assign customers.

Creating a new group: Click + Create at the top right corner. Provide a mandatory Name for the group and, optionally, a more detailed Description. Click Save.
Editing and deleting: Click the pencil icon on the left side of the row in the listing and select "Edit" or "Delete".
Table management: You can modify the visibility of columns (e.g. ID, creation date) from the settings icon at the top left corner of the table. The search field at the top right corner helps with finding entries.

Tips and notes

Hide unnecessary fields: Make customer and order cards clearer by hiding data fields and tabs that your company does not use. This significantly speeds up the daily work of salespeople and customer service representatives.
Utilise automation: Automatic status information in order settings (e.g. moving an order to the "Sent" status when all deliveries are confirmed) saves manual clicks and keeps reporting always up to date.
Separate B2B and B2C: Note that you can define completely different data fields for consumers and companies. For example, consumers do not necessarily need to provide a Business ID, and companies do not need a date of birth.