Client Master

Binnys

About this app

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 changing.

ONBOARD A NEW CLIENT
Fill the form once. Enter the GST number and the registered name, address and state come back filled in. Attach the GST certificate and PAN, pick the client type, and send it for approval — the credit limits and billing method follow from the type, so there is nothing to work out by hand.

APPROVE OR REJECT
Approvers get one queue holding everything waiting, how long each request has waited, and the before and after side by side. A rejection carries a reason, and the person who raised it can reopen that same form with every field still filled, fix what was wrong and send it again.

KEEP TRACK
Notifications when a request you raised is approved or rejected. A change log on every client showing each change that has been applied, who applied it and when.

ACCESS
Client Master is for Binny's staff. Sign in with your Binny's credentials. What you can see and do depends on the rights set for your role — some staff can raise requests, some can approve them, some only look.