Client Management provides tools to manage relationships with buyer companies. It allows companies to create a directory of buyers, track business engagements, and monitor client performance and invoices.

✅ Navigation to the Client Managment   

With Client Management, companies using the Sales Management module can maintain strong, organized buyer relationships, ensure full visibility of client interactions, and streamline the entire sales cycle from quotation to payment.

1. Log In: Sign in to your Jazalla account using your registered credentials.

2. Navigate to Sales Management: From the left-hand sidebar menu, select Sales Management.

3. Select Client Management:  Within the sales management, click on Client Management. You’ll be redirected to a dedicated page displaying all available options.

🏢 Exploring Client Management Section

The Client Management feature in the Sales Management module allows companies to efficiently manage their relationships with buyers. Here, clients represent companies that have activated the Procurement module on Jazalla. With this feature, you can build a corporate directory of buyers, track all past engagements, and strengthen long-term client relationships.

• Corporate Clients:This section displays a list of all clients already connected with your company. From here, you can review their profiles, monitor purchasing history, and take necessary actions. Each client entry provides two key functions on the right:

  • In-Active: Temporarily deactivate a client when needed.

  • History: View a full record of past interactions, including orders, invoices, and other relevant transactions.
    

• Add & Invite Client: Companies can grow their corporate client network in two ways:

  • Jazalla Companies: Browse a list of registered companies on the Jazalla platform and send invitations with a single click using the “Invite” button.

  • External Companies: For businesses not yet on Jazalla, you can manually add them to your client network by entering their company details.

• Pending Invitations: Once an invitation is sent, it appears in the Pending section until the recipient responds. At any point, you can cancel the invitation from this section.

• Received Invitations: This area displays all invitations received from other companies. Using the action options, you can accept or reject these invitations, enabling mutual supplier relationship