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Category

Prerequisites:

▪"Manager" license.

▪Access to the Configuration Customer Category menu.

▪Complex file container

Overview:

In SE Customer, registered customers will be classified in categories, aiming to group them by affinity and facilitate locating and using them. The customer classification can be performed in levels, allowing the generation of hierarchies.

In the Configuration Customer Category menu, use the search panel to easily locate the desired categories through specific information. The result will be displayed in the list of records on the right side of the screen.

Use the buttons on the toolbar to add, edit, and delete categories, as well as to generate reports and enable or disable the record selected in the list of records.

Main operations:

▪Adding a category

▪Editing a category

▪Deleting a category