011 — Account Management Portal: Customer Management

Two screens control who your customers are and how they are treated commercially.

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Customer Segments

Screen name: Customer Segments Business purpose: Group customers into commercial segments, each with its own default pricing. Who uses it: Account Managers, Business Administrators. Navigation path: Sidebar → Customers management → Customer Segments.

Main information displayed

Column	Meaning
Name	The segment name, for example Gold, Distributor, Government
Company	Which of your business entities it belongs to
Price List	The pricing applied by default to customers in this segment
Customers	How many customer companies are currently in it
Status	Whether the category is in use

Available actions

Action	Result
Add category	Creates a new segment
Edit	Changes the name or default price list
Delete	Removes the segment
Search	Finds a category by name

Why this screen matters

The category is the link between who a customer is and what they pay. Assigning a customer to a category applies that category's price list, so pricing policy is set once for a whole segment rather than customer by customer.

Business rules

• Changing a category's price list affects customers assigned to it — review the Customers count before making a change.
• A customer can be given a price list that differs from their category's default. The system resolves the difference and records what it did in the customer's history, so the outcome is always traceable.

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Customers

Screen name: Customers Business purpose: Maintain the customer companies you serve. Who uses it: Account Managers, Business Administrators. Navigation path: Sidebar → Customers management → Customers.

Main information displayed

Column	Meaning	Shown by default
Name	The customer company	Yes
Tax ID	Their tax registration number	Yes
Email	Main contact address	Yes
Phone	Main contact number	Yes
Customer Segment	Their commercial segment	Yes
Price list	The pricing they receive	Yes
City	Location	No — turn on when needed

Available actions

Action	Result
New Customer	Opens the customer form
Edit	Opens an existing customer
Delete	Archives the customer
Restore	Brings an archived customer back
Search	Finds by company name

Business rules

• You see only your own customers.
• Deleting archives rather than erases — history is preserved and the customer can be restored.

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The Customer Form

Opening a customer gives you four tabs.

Tab	What you maintain
Company Info	Identity, contact details, address, commercial settings
Users	The people at that company who can use the portal
Banners	Promotional banners aimed at this customer specifically
Attachments	Documents relating to the customer

Company Info

Field	Business purpose	Example
Company name	The customer's registered name	My company
Tax ID	Tax registration	DE-123456789
Email	Main contact address	Email@company.com
Phone	Main contact number	+1 30 123 4567
Website	Their website	https://example.com
Street / Street 2	Address	123 Main St / Apt 4B
City	City	Riyadh
Postal code	Postcode	11564
Country / State	Location, chosen from a list
Account manager	Who at SAMTIA owns this customer
Customer Segment	Their commercial segment
Logo	Their logo, with a preview

The Account Manager field is the most important one

It determines:

• Which SAMTIA employee sees this customer's orders
• Who receives e-mail alerts when the customer submits a request
• Who appears as the customer's contact in chat

If it is wrong or empty, the customer's requests may go unnoticed. Check it whenever a customer reports being ignored.

Users tab

Create and manage the customer's portal accounts without leaving the customer record.

Action	Result
Add user	Creates a portal account for that company
Edit	Updates name, e-mail, phone
Activate / Deactivate	Controls the SAMTIA-side switch
Send invitation	E-mails the user their access details, including a QR code

Remember the two switches described in 002: you control Account Enabled; the customer's own administrator controls Portal Access Enabled. Both must be on.

Banners tab

Banners created here appear on this customer's Home page only. Use them for customer-specific announcements — a negotiated promotion, a delivery notice, a contract renewal reminder.

Setting	Purpose
Image and description	What the customer sees
Active period	When it starts and stops showing, so campaigns run automatically
Promotion link	Where clicking it takes them
Linked products or categories	Ties the banner to specific catalogue content

Attachments tab

Documents relating to the customer as a whole — contracts, credit approvals, certificates. This is separate from files attached to individual orders.

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Setting Up a New Customer

flowchart TB
    A["1 · Confirm the customer segment<br/>exists with the right price list"] --> B["2 · Create the customer —<br/>Company Info tab"]
    B --> C["3 · Assign yourself as<br/>Account Manager"]
    C --> D["4 · Set the customer segment<br/>and price list"]
    D --> E["5 · Create their first user —<br/>Users tab"]
    E --> F["6 · Send the invitation"]
    F --> G["7 · Customer's admin creates<br/>their own colleagues"]

Step 5 matters: make the customer's first user their Company Administrator, so they can create the rest of their team themselves rather than coming back to you for each person.

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Common Situations

"Our people cannot sign in"

1. Open the customer → Users tab
2. Check Account Enabled is on for that person — that is your switch
3. If it is on, the customer's own administrator has switched off Portal Access Enabled

"We are seeing the wrong prices"

1. Open the customer → Company Info
2. Check the Customer Segment and Price list
3. If the price list has been set individually and differs from the category default, that individual setting is what applies

"We never got the invitation"

1. Open the customer → Users tab
2. Confirm the e-mail address is correct
3. Use Send invitation again

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Tips

• Fill in the Tax ID at setup. It is needed for invoicing and is awkward to chase later.
• Use customer-specific banners sparingly — one clear message lands better than several.
• Archive rather than delete a customer who has gone quiet. Restoring is instant if they return.