Customers
Workflows for customer master data and the three classification tables that hang off it: customer types, customer segments, and brokers. Each delete on a classification row gates on whether anything still references it; the customer-side rules are otherwise plain CRUD plus a bulk-import workflow.
Components composed across this domain: Customers, Contacts, SalesOrders (for the broker in-use check).
Writes
- W044 Create customer
- W047 Update customer
- W048 Delete customer
- W064 Bulk-import customers
- W049 Create customer type
- W051 Update customer type
- W052 Delete customer type
- W054 Create customer segment
- W056 Update customer segment
- W057 Delete customer segment
- W059 Create broker
- W061 Update broker
- W062 Delete broker