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IS480 Team wiki: 2012T2 Team Tenacity Project Overview Functional Requirements Customer

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Functional Requirements - Customer Management


Module Description Functionalities
Customer Management Description: The customer management module is the tools which will help the company manage its database of prospects and clients. It will contain clients’ past transaction, frequency of transactions and value of transactions for analytics and decision making purposes. In addition, user will also be able to manage prospects details. Some information will automatically be derived from Order Management Module (example, a new transaction added to client A after he confirms an order)
  • Super User is able to CRUD Customer information
  • Sales Staff is able to CRU customers information
  • CMM will be to generate all customer details - personal information, transaction history, payment status, credit history, credit rating
  • CMM will be able to list prospective customer details, their enquiries on parts / model / brand, and their quotations for parts / model / brand etc.
  • Super user and sales staff will search and update customers’ information (both prospective and current) based on their name / company / parts ordered / model enquired, ordered / brand enquired, ordered etc.