Customers

Management of customer categories, customers, institutions and addresses

Customer categories, customers, institutions and addresses are essential to the management of customer relations. They are managed by the features of the costumer module which is included in all editions of go~mus.

Features

Customer categories allow segmentation of the customer base. Since this segmentation is done differently everywhere, customer categories can be freely defined in go~mus.

Offers can be priced in go~mus by means of a charge table, among other things. The charge table makes it possible to set prices per customer category and offer category. Accordingly, the definition of customer categories can also be the basis of the price structure.

Orders are initiated by customers. Customers are persons managed in go~mus. Only for orders of the sales channel checkout, usually no customer data is collected or existing customers are assigned.

Even if an order is placed for an institution (company, association, organization, etc.), a person (customer) is always responsible in go~mus. The connection of the customer to the institution can be set and is visible. It is also possible to display all associated customers and all orders of all customers belonging to the institution.

A customer belongs to a customer category and is assigned to an address.

Even if orders are triggered by a person (customer) in go~mus, institutions of all kinds can of course still be mapped.

A customer can have an address at the institution and order with this address. The order then belongs to the institution and is discounted accordingly if a discount is assigned to the institution.

In order to be able to quickly and reliably answer inquiries from customers regarding Art. 15 DSGVO (Right of access of the persons’ data subject), the go~mus “Disclosure Cases” feature helps.

Here, requests from customers can be entered and managed. go~mus provides reports on the collected data to answer the question.