Contact is an entity you frequently interact with as a part of your business. You may have multiple communications and transactions with each of your contacts. The Eshopbox App allows you to create such contacts and track all their interactions with your business.
In the Eshopbox App, there are five possible types you can assign to a contact:
Courier Partner: It provides you with logistics services to deliver orders to your customers.
Payment Service Provider: It helps you to safely process and collect electronic payments for your orders.
Your own Warehouse: It is a physical location from where you will send inventory to Eshopbox fulfillment centers.
Seller Account on a portal: It is an account created on a portal to be registered as a seller.
Premium customer: It is a customer who frequently places orders for your products.
For each type of contact, you can have to provide the following attributes:
Type | Required Attributes |
|---|---|
Collection Agent | Name, Code(s), GSTIN, Fee rules, Username, Password, and Custom |
Locations | Name, Code(s), Address, Pincode, City, State, GSTIN, Phone number, and Custom |
Vendor | Name, Code(s), GSTIN, Username, Password, Vendor-specific details, and Custom |
Customer | Name, Code(s), Address, Pincode, City, Sate, Phone number, and Custom |
Note:
You can provide custom attributes to your contacts. This is the only non-mandatory attribute(s).
Only GSTINs is a non-editable attribute.
One contact can have multiple types.
Contacts Actions
Create a new contact simply by providing all its required attributes.
Edit an existing contact to change its attributes. This will help you to avoid creating duplicate contacts.
Archive your contact to make it inactive.
Status
Active: The contact is still an active participant and future involvement is expected.
Inactive: The contact is no longer a participant with your business.
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