Hello,

In this blog Omar will epxlain in detail the creation of a Contact Person and Customer in C4HANA Cloud system.

Our steps are

1-      Login to the system.

2-      Create Customer (Account).

3-      Create Contact and assign to customer.

Create Account (Customer)

Go to Customers and Select Accounts

Then Select the + Icon.

Once you click on + Icon a new screen will open to create the data of your new customer.

Once you select Save and Open the system will open new tab with the created account and a lot of details that contain all details and transactions, activities and documents related to that customer.

  

C4C provides numerous tabs to record customer information that can later be used to manage your customers.  

From these tabs we have

·         Overview of the customer where you can find mobile numbers, Fax, position on map, you can just open google maps by clicking ion the address area.

·         Feeds (a log of all activities and transactions with this Account)

·         Charts (like Revenue and sales charts.

·         Account team (whom are the team of that customer and the position & Contact info of each one.

·         Addresses (Maintain different addresses for the contact person)

·         Contacts (Contact Persons of that account)

·         Sales Data (contain Sales data of the customer such as sales organization and distribution channel and divisions, with also sales offices and groups).

·         Account hierarchy (account structure and Parents and child accounts)

·         Leads (all leads history created with this contact under that account)

·         Opportunity (all opportunities created with this contact under that account)

·         Sales Quotes (all Sales Quotations created with this contact under that account)

·         External Follow up documents (such as Sales orders in the back-office system)

·         Attachments (like documents or photos).

·         Tickets (all open tickets for that customer)

·         Marketing Data such as Target groups for Marketing).

·         Promotions (all promotions open or given to that customer).

·         Activities (a log of all activities where this contact involved such as phone calls, appointments, passed meetings etc...) 

Create Contact and assign Customer

Go to Customers and select Contacts

Contact is the Person that we can contact him to deal with that customer or for any queries related to that customer.

The relation between customer and contract is Many to One which means I can assign many contacts to the same customer but only one of them should be the main contact.

One Contact can be assigned to only one Customer (Account)

Once you open the Contacts tab, Select +

 Once you click on the Plus Icon, a new screen will open and you can enter the following Data

(we can configure which fields are mandatory form the configuration of the Contacts)

Once this Contact is Created the system will start to record any operations where this contact will be involved such as

·         Overview of the contact where you can find mobile numbers, Fax Assigned accounts, department, and position.

·         Feeds (a log of all activities and transactions where this contact involved which this Account)

·         Addresses (Maintain different addresses for the contact person)

·         Leads (all leads history created with this contact under that account)

·         Opportunity (all opportunities created with this contact under that account)

·         Sales Quotes (all Sales Quotations created with this contact under that account)

·         External Follow up documents (such as Sales orders in the back-office system)

·         Marketing Data such as Campaigns, marketing interactions, marketing permissions, and Target groups for Marketing).

·         Activities (a log of all activities where this contact involved such as phone calls, appointments, passed meetings etc...)