FAQ - MEA Customer Master

Q1. What is a Customer Master in MDM?

ANS: Customer master data management is a process that helps organizations manage and maintain a centralized, consistent, and accurate view of their customer information. It serves as a single source of truth for customer data across various systems and departments.

Q2. Why is Customer Master important?

ANS: Customer master records are used by both the accounting and the sales departments of our organization. By storing customer master data centrally, It enables it to be accessed throughout your organization, and avoid the need of maintaining the data by different departments.

Q3. What type of information is required to Onboard a Customer?

ANS: A Customer Master typically includes core customer information such as name, address, contact details, identification numbers, payment terms, Delivery terms and more, depending on the organization's requirements.

Q4. How does MDM prevent duplicate Customer onboarding?

ANS: MDM prevents duplication of customer onboarding by data matching and merging duplicate records, ensuring that a single, accurate customer record is maintained.

Q5. Mandatory Documents required to onboard a Customer?

ANS: To Onboard a customer MDM will 1st validate the documents of the customer. Below are the mandatory documents:

1. Certificate of Incorporation

2. License

3. Passport

4. TRN Number

Q6. What to do if a customer is not found in the Customer selection dropdown?

ANS: If a customer is not found, Please raise a freshdesk ticket, with the above mentioned mandatory documents attached.

Q7. What to do if Mandatory documents are not available for onboarding Customers?

ANS:  If above mentioned Mandatory documents are not available, Please reach out to BU head for approval and attach the approval email along with the ticket.

Q8. What will MDM do if Mandatory documents or required information is not provided in the Freshdesk ticket?

ANS:  MDM will reject the request asking for the required information or Mandatory documents.

Q9. Who will be updating the Customer credit limit and what are the documents required?

ANS: MDM team will be updating the Customer credit limit based on the request received via Freshdesk. The Requestor should attach the Customer credit limit approval email from the Finance team.