Customer transaction data management system

Abstract

The invention relates to a customer transaction data management system which mainly comprises a server and a database, wherein at least one sum of customer transactions data is recorded in the database. The server is provided with multiple modules which comprise a basic data module, a credit investigation data module and a credit granting data module. The basic data module, the credit investigation data module and the credit granting data module are respectively used for recording and displaying basic data, investigation data and credit granting data of customers. The server is further provided with an early warning report module which has multiple early warning options for selection of a manager according to the operating conditions of customers. When one of the warning options is selected, concerned people are informed to adjust the credit granting data of the customers and propose the audit again. According to the customer transaction data management system, the operating conditions of customers can be monitored so as to immediately inform the managers to formulate relevant response solutions and adjust the credit granting data of the customers.

Description

technical field [0001] The present invention relates to an online management system, and more particularly to a management system for managing customer transaction data. Background technique [0002] For general companies, especially those in the manufacturing industry, because the transaction amount of goods is relatively large, when customers place an order for goods, it is usually not a cash transaction on the spot, but by check, remittance or other methods. [0003] Therefore, such companies usually review the credit line granted to customers based on their actual conditions, such as payment status and operating conditions. In this way, under the premise of not exceeding the credit line, the company can continue to ship to customers, and customers will not fail to pay for the goods. [0004] However, there are often unexpected situations on the client side, such as changes in decision makers, layoffs or salary cuts, financial deterioration of related companies, and chan...

AI Technical Summary

Problems solved by technology

[0005] However, it is very troublesome to manage the data of many customers, and the occurrence and release time of each customer's emergency situation is not the same, and the adjustment and reply of the customer's credit line is an extremely complicated task

For the company's managers, if there is no good management system, it will be very difficult to maintain normal transactions with customers according to the above operating procedures, and it is quite easy to make mistakes in the management process

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