Client Management

Client Management provides tools to manage relationships with buyer companies. It allows companies to create a directory of buyers, track business engagements, and monitor client performance and invoices in one centralized workspace.

✅ Navigation to Client Management

1. Log In: Sign in to your Jazalla account.
2. Navigate to Sales Management: Select Sales Management from the left sidebar.
3. Select Client Management: Click on Client Management.

🏢 Exploring Client Management Section

Clients represent companies that have activated the Procurement module on Jazalla. This feature builds a corporate buyer directory and tracks past engagements.

• Corporate Clients: Lists connected clients. Features options to In-Active (deactivate client) or view History (full record of orders, invoices, and transactions).
• Add & Invite Client: Expand buyer network via Jazalla Companies (instant invite button) or External Companies (manually add non-platform businesses).
• Pending & Received Invitations: Review outgoing invitations (with cancel option) or accept/reject incoming client relationship requests.