Overview:
In the previous article, the customer submitted their Tax Information Update through the Portal. After the customer submits their information, the end-user should validate the data and have the right to accept or reject the changes made before reflecting it to the customer maintenance. This article will show how to manage all submitted customer information from the portal.
Scenario:
Customers will receive a link to update their Tax Information via the Portal and will automatically notify the company for approval.
Solution:
Customers may access the request information link by scanning the QR Code in Preview Formats, WhatsApp, Telegram, or Email.
Here’s the email message that the customer will receive if the end-user sends the request via Email method:
1. Clicking on the ‘Update Your Tax Information Here’ button will redirect customers to update their tax information via the Portal. Existing customer information recorded in the user’s company database will also be displayed in this portal. Customers are required to update/verify their information. Once done, click ‘Next’.
2. Update the Billing details and other required fields. Click ‘Next’.
3. Update Delivery Addresses if applicable then click ‘Next’.
4. A six-digit code will be sent to the email address registered in QNE Optimum Customer Maintenance. Enter the code.
5. Click the ‘Submit’ button. Customer details are now available on the side of the Company for approval.
6. Go to Navigation > Customer, and click Update Tax Info Approval. This will open the ‘Update Tax Info’ Screen.
7. In this screen, the end-user can accept or reject the changes. Just tick which
company you want to accept or reject. To view the details of the Customer, double- click the customer record.
8. Click ‘Accept’. Before accepting the information update, there will be a prompt to validate the action. Click ‘OK’ to proceed.
9. All validated changes will be shown under the Search screen with status. Click the ‘Search’ Icon.
Note: Take note that the 'e-Invoice Advance Automation' module will be activated automatically for users hosting their database at the QNE cloud server.
for PDF file please refer attachment
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