List Client

Overview

The List Client menu displays all client data of companies partnering with your organization. This feature allows you to manage client information centrally.

Client List Display

The client list page shows a table with the following columns:

• No - Sequence number
• Client Name - Full client name
• Client Code - Unique client code

Client Data

Here is an example of registered client data:

Search Feature

To easily find specific clients, a search feature is available based on:

• No - Search by sequence number
• Client Name - Search by client name
• Client Code - Search by client code

How to use:

1. Click on the desired search column
2. Type the keyword you want to search for
3. Search results will appear automatically

Adding a New Client

To add new client data, click the Add Client button or the plus (+) icon. You will be directed to the client form page.

Client Form

The client form page displays a form for entering new client data:

Form Components:

• Select from ERP - Option to retrieve data from ERP (if integrated)
• **Client Name *** - Full client name (required)
• **Client Code *** - Unique client code (required)

Action Buttons:

• Reset - Clears all form fields
• Submit - Saves new client data

How to Fill the Form:

1. Select from ERP (Optional)
   • If your company is integrated with an ERP system, you can select client data already existing in the ERP
   • Data will auto-fill after selection
2. Client Name
   • Enter the full company/client name
   • Example: PT PERTAMINA EP ZONA 7
3. Client Code
   • Enter a unique code for the client
   • Example: P024
   • The code must be unique and cannot be the same as another client
4. Click Submit to save the data
5. Click Reset if you want to restart the form

Editing Client Data

To edit existing client data:

1. Find the client you want to edit using the search feature
2. Click the pencil icon (✏️) on that client's row
3. The edit form will open with pre-filled data
4. Modify the necessary information
5. Click Submit to save changes

Deleting Client Data

To delete client data:

1. Find the client you want to delete
2. Click the trash can icon (🗑️) on that client's row
3. Confirm the deletion in the dialog that appears
4. The client data will be permanently deleted

Usage Tips

1. Use consistent client codes - Establish a standard code naming format to facilitate searching and data grouping.
2. Utilize the search feature - When the client list becomes large, use name or code searches to quickly find clients.
3. Check for duplicate data - Before adding a new client, ensure they aren't already registered to avoid duplicate entries.
4. ERP Integration - If available, use the "Select from ERP" feature to retrieve already verified data from the company's ERP system.
5. Regular data backup - Periodically export client data for backup and reporting purposes.

Recommended Client Code Format

Troubleshooting

Cannot add new client

• Ensure all required fields (marked with *) are filled
• Check your internet connection
• Verify if the client code is already in use

Client data not appearing in search

• Refresh the browser page
• Ensure search keywords are correct
• Try using different search filters

Form submission fails

• Check the client code format (should not contain spaces or special characters)
• Ensure no duplicate client code exists
• Check file size if uploading documents

Next Steps

• List Project
• Work Location
• Work Schedule
• Setup Parameter