Customers and people
No duplicate customers
Each new customer and supplier is checked against the ones you have, with a warning before a likely duplicate is saved.
Catches likely duplicates of customers and suppliers before they are saved.
- 01What duplicates cost
- 02How the warning works
- 03Clean records as you grow
What this solves
Customer, supplier and staff details live in too many places
Phone books, visiting cards, registers and spreadsheets. Duplicates multiply, staff leave with the contacts, and attendance is argued over at salary time.
MatruOS keeps one record per customer, supplier and staff member, warns before duplicates, and links each to their invoices, payments, attendance and tasks.
Anyone with the right role finds the full history on one page, and payroll starts from attendance everyone can see.
What duplicates cost
A duplicate splits one customer's history in two, so both records show the wrong balance.
How the warning works
Clean records as you grow
When several people add customers and suppliers, the warning keeps it to one record per party.
How it works
How it goes in MatruOS
- Add a customer or supplierEnter the details as usual.
- See the warningIf the party looks like an existing one, MatruOS tells you before saving.
- DecideUse the existing record if it is the same party.
- Or add anywayIf it is a different business, choose Add anyway.
Questions
Questions people ask
What if two different businesses have the same name?
Choose Add anyway. The warning is there to make you look, and the decision stays with you.
Does it work for suppliers as well?
Yes. The same warning appears when you add a supplier who looks like one you already have.
Does it check records added from a visiting card?
Yes. However the customer is added, the warning appears before saving if they look like an existing one.
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See plans and what each includes