PRD: Customer Management System (Customer Master)¶
1. Goal & Overview¶
The Customer Management module is the central repository for all verified commercial entities. It extends the Master Data Management (MDM) hierarchy, adding complex ownership, corporate structures, and commercial governance (Barring/Grading).
2. Records & Ownership Logic¶
| Role | Description |
|---|---|
| Unallocated Owner | The user who initially creates the master record. |
| Allocated Owner | The designated Account Manager who handles all commercial transactions with the customer. |
A. Corporate Hierarchy¶
Entities are organized into three distinct levels: 1. Group Company: The global conglomerate level (e.g., Tata Group). 2. Parent Company: The legal bill-to entity (e.g., Tata Chemicals Ltd). 3. Master / Unit Company: Specific shipping/operational locations (e.g., Mithapur Plant). - Logic: Units are managed as Sub-Masters within the same record, not as separate master records. - Price Propagation: If a price is quoted for one company in a tagged group, it is automatically reflected across all other tagged entities in that group.
3. Data Integrity & Validation¶
A. Deduplication¶
- Mandatory check on CIN Number. If the CIN already exists, the system blocks creation and displays: "❌ Master record already exists for CIN [Number]."
B. Cascading Address System¶
- Flow: Country → State → City → District → Pincode.
- Verification: Online Pincode verification is required. The system must capture and store a verification screenshot for audit purposes.
- Zoning: The "Zone" (North, South, East, West) is automatically assigned based on the selected State.
- GST Mapping: GST numbers must be explicitly mapped to specific addresses (Units).
C. Website & Contacts¶
- Website: Support for multiple listing formats (remove fixed field labels).
- Contact Integration: Option to directly add/link Contact Masters from the Customer Master screen.
- Email Alert: If the
Contact EmailandCorporate Emailare identical, the system displays a warning.
4. Tabs & UI Structure¶
- [NEW] Certifications Tab: For uploading and tracking company-held certifications (ISO, GMP, etc.).
- [REMOVE] Personal Information Tab: This section is deprecated for corporate masters.
5. Commercial Governance (Barring)¶
The system enforces granular "Barring" logic to protect margins and compliance.
| Status | Scope | Effect |
|---|---|---|
| Active | N/A | Full transaction capability. |
| Inactive | N/A | Visible for history but excluded from new workflows. |
| Barred for Offer | All / Specific Products | Blocked from generating Quotations. |
| Barred for Campaign | All / Specific Products | Excluded from marketing/automation lists. |
A. Special Approval Flow¶
- If a Supplier asks for a quote from a barred/unverified customer, the quote enters a One-Time Approval queue. Upon approval, the customer remains "Barred" but the specific transaction proceeds.
6. Business Categorization¶
- Business Type: Users must specify if a business type (e.g., "Wholesaler") applies to a single unit or all units.
- Manufacturer Tagging: If categorized as "Manufacturer", the system requires tagging with specific Products and Industries (e.g., Manufacturer → Zinc Oxide → Rubber Industry).