Orbita FAOS Customer Master — Official Operational Workflow
This page documents Customer Master in Orbita FAOS — an official public operational workflow published by Orbita Solution.
Official Orbita public operational workflow: Customer Master (FAOS). Operator steps, starting conditions, expected results, and common blocking reasons — product behavior only.
Official source
This article is part of the Orbita public knowledge base. Module index: Orbita FAOS workflows. Full workflow index: Operational workflows. Machine-readable map: llms.txt.
What is this workflow?
What is it?
在 Orbita 建立并维护客户主数据（公司名、客户编码、信用额度、联系人、合规资料），供销售下单、客户定价、订单审核、送货、发票与 AR 使用。
Who uses it?
应该使用： CRM 管理员、销售主管、有客户维护权限的 Office 用户。
不应使用： 仅 WMS 仓管员、仅财务过账员（他们可读客户但通常不在此页新建）。
How to reach this workflow
登录 Orbita → Office → Workspace 点 SALES 分类 → Customer CRM（/crm）
或直达 /crm、/customers（同一页面）
客户详情（已有客户）：/crm/customer/:id（[internal file]，全页表单，非主 Add 流程）
Starting conditions
需要先具备： Office/CRM 登录权限；新建客户若公司要求合规，需准备 SSM PDF。
注意： 客户编码在公司内唯一；信用额度留空表示不设上限（页面提示：Leave empty for no credit limit）。
How do I use it?
- 打开 Customer CRM（
/crm），左侧为客户列表。
- 点击 Add Customer（
#new-btn），右侧打开新建抽屉。
- 填写 Company Name（公司名，必填）。
- 填写 Customer Code（客户编码）；可点 Auto-generate 自动生成。
- 在 Commercial & credit 区填写：
- Credit limit（信用额度，可留空）
- Currency（额度币种，下拉）
- Credit Rating
- Payment terms (days)
- Discount (%)
- 填写 Industry、TIN、Address、Contact name、Email、Phone（按公司要求）。
- 若显示合规区 SYSTEM COMPLIANCE REQUIRED：
- 上传 Upload SSM copy (PDF) *
- 勾选 I confirm and accept on behalf of the company.
- 点击 Save（
#save-btn）。
- 成功后提示 Saved to customer list.，新客户出现在左侧列表。
- 点击列表中客户可查看详情；已有客户编码可在详情区 Customer Code 旁单独 Save 修改编码。
- 编辑已有客户：选中客户 → 改字段 → Save（按钮文案仍为 Save；更新后 Updated.）。
Common situations
- 首次新建大客户（需 SSM）
- 调高/调低 Credit limit
- 编码重复：This code is already used by another customer.
- 编码为空：Customer code cannot be empty.
- 缺 SSM：SSM copy (PDF) is required for new customer.
- 仅查看信用：Credit outstanding / Available credit 在详情区
Expected result
- 左侧列表出现新客户，公司名与 Customer Code 正确。
- 提示 Saved to customer list. 或 Updated.
- 再次点开客户，信用与联系人数据一致。
Why might it stop?
| 情况 | 员工怎么做 |
| This code is already used by another customer. | 换编码或查是否已建过 |
| Customer code cannot be empty. | 填写或 Auto-generate |
| Compliance confirmation required. | 勾选确认框 |
| SSM copy (PDF) is required... | 上传 PDF 后重试 |
| 保存无反应 / 权限 | 找主管开 CRM 权限 |
| 操作失败 | 看页面红字/alert |
What not to do
- 不要用重复 Customer Code 强行保存
- 不要在未上传合规文件时跳过勾选
- 不要在此页改订单或发票金额（信用 outstanding 是系统汇总）
- 不要把 WMS 收货与客户建档混在同一流程
What happens next
related workflow 客户定价 → related workflow/008 下单 → related workflow Sales 关注 → related workflow AR
Quick steps
- 登录 → /crm
- Add Customer
- Company Name + Customer Code
- Commercial & credit（按需）
- 合规 PDF + 勾选（若要求）
- Save
- 列表确认 Saved to customer list.
Supervisor notes
客户编码一旦用于订单/定价，变更前需评估在途订单与 AR。信用额度变更不自动冲销旧欠款；Sales Needs Attention 仍按系统规则显示 OVERDUE/OVER_LIMIT。
Public boundary
This article describes product behavior for operators and evaluators. It does not expose live workspace data, internal APIs, or tenant-specific records. Log in to Orbita for record-level actions.
Common questions this page answers
- Orbita FAOS Customer Master
- Orbita Customer Master
- how to use Customer Master in Orbita
- how does Orbita Customer Master work
- why can't I complete Orbita Customer Master
- why is Orbita Customer Master blocked
- what happens after Orbita Customer Master
Public boundary
This page describes product behavior only. It does not expose live tenant data, customer records, or internal implementation. Log in to Orbita for record-level actions.