Client Master

Client Master is Binny's internal tool for managing jewellery client accounts. Staff use it to look up a client's credit limit, payment terms, rate and making charts, outstanding balance and trading status — and to raise, track and approve changes to any of them, with a record of who changed what and when. LOOK UP ANY CLIENT • Credit limit, buffer limit and metal limit • Payment term, rate chart and making chart • Outstanding and overdue balances • Business this financial year and last — amount, net weight, pure weight and diamonds • Work in progress by weight • Whether the account is active or restricted, and why REQUEST A CHANGE • Credit limit • Payment term • Rate chart and making chart • Billing method — fixed or unfixed • Restrict or release an account Every request carries a reason and shows the current value beside the proposed one, so whoever approves it can see exactly what is…