Clients - Empower your Organisation with SapphireOne's Client Inquiry Function

Clients Inquiry Overview

SapphireOne’s Clients Inquiry function in Accounts mode allows for the efficient management of all customer sales within the SapphireOne application. Once a Client is set up in SapphireOne, it becomes the central repository for all transactions associated with that specific Client.

Look, Modify or create a new Client record

Upon accessing a Client Inquiry, the initial page displayed is a list of Clients already set up, where users can perform the following actions:

• Selection – Once they have selected or highlighted a Client, users have the following choices.
  • New – By clicking the button on the main toolbar, users can initiate the process of creating a new Client’s master record.
    • Keyboard Shortcut – Use the keyboard shortcut Control/Command N.
  • Look – Select the  Look button to look at or view a Client’s details without modifying them.
  • Modify – Users can update a Client’s information by either double-clicking on the Client’s line in the list or selecting/highlighting a client and then clicking the Modify button.
    • Keyboard Shortcut – Or use a keyboard shortcut of Control/Command Look or Modify.

All screens above appear identical as documented above, but data can only be amended when the New or Modify options are chosen.

Client Master Record

It is essential to highlight that when a client is opened and saved in SapphireOne, it is then considered the client’s master record, capturing all relevant and essential information for that particular client. The client’s master record plays a pivotal role throughout SapphireOne, serving as a comprehensive and definitive reference for that specific client. Any modifications or updates made to this master record are permanent and have far-reaching implications across the SapphireOne application. When transactions are carried out for the client, they are based on the most current information available in the client’s master record. Therefore, ensuring the accuracy and completeness of the client’s master record is crucial for maintaining consistency and reliability in all client-related activities within SapphireOne.

Locations for accessing a Client Inquiry

For the convenience of users, the Client Inquiry item has been included in the menus of both Inventory and Job Projects modes. It’s worth noting that regardless of the mode from which a Client Inquiry is accessed, it leads to the same Client Inquiry function within SapphireOne. Therefore, users can access the Client Inquiry function from various modes in SapphireOne. The Client Inquiry function has been documented only in the Accounts mode article in the knowledge base. If you have accessed this Client Inquiry function from Inventory or Job Projects modes in the knowledge base, you can click on this Client Inquiry link to read the article.

Client Inquiry Pages

A client inquiry will open on the default details page. What follows is a summary of the extensive functionality accessible from the pages menu within a client inquiry.

• Details – Contains Client ID, Name, Address, Contact, etc., and unlimited CRM contacts.
• More Details – Additional client information (Last Transaction, Loyalty Points, Tax Details, etc.)
• Custom – Features various fields – 12 alpha, 8 Real, 8 Date and Time, 14 Client Custom, and 2 Client Text. These are field headings that can be modified according to the users requirements.
• Current Balances – Includes Balances and Payment Performance accordingly.
• FX Balances – Displays an aged view of transactions, notes, contacts in the client’s home currency.
• Credit Control – An interactive view of aged transactions, balances, notes.
• Terms – Contains Payment Terms, Discount, Payment Defaults, Credit Card Defaults, Internal Credit Control, General Ledger Defaults Controls, EDI Settings, Control Log.
• Transactions – Lists all current transactions.
• History – A comprehensive record of every transaction for the client.
• Sales Analysis – Presents a graphical representation of sales by product or service and allows users to select a date range.
• Sales – Displays sales from Inventory and Job Projects mode, with the option to include history.
• Keywords & Notes – Offers unlimited keywords and notes per client.
• Address: Contains unlimited multi-delivery or billing addresses per client, including post or physical details, marketing, keywords, notes.
• Price Book – Connects to SapphireOne’s and client specific Price Books.
• Period Balances – Records the current period +1, +2, +3, and turnover by period with unlimited history.
• Standing Sales – A complete list of all standard transactions.
• Job Project – Stores all linked Job Projects.
• Email Log – Chronicles all client email interactions with SapphireOne.
• Rating – Can be linked to an electronic campaign where clients rate the company.
• Action – Lists all Client actions.
• Documents – (DMS): Records all documents attached to the client.
• Digital Assets: Unlimited linked digital assets, e.g. PDFs, videos, photographs, JPEGs, RAW files.

Master Defaults – In SapphireOne, the Master Defaults settings available at Utilities > Controls > Master Defaults allow administrators to set default values when creating new clients. These default values serve as a starting point for setting up a new client. However, users retain the flexibility to modify these default values as needed. Along with the default values, additional details specific to the client can also be entered and saved. This ensures that each client’s record is comprehensive and tailored to their individual requirements.

Inactive Clients – Users should be aware that if a transaction is created for an inactive client or vendor, SapphireOne will automatically reactivate them. Inactive clients are not normally displayed. When an inquiry list is on the screen, users must first select the Tools button on the main toolbar and then select the Include Inactive item.

Details Page

Upon initially Looking or Modifying a Client Inquiry, the Details page is the first one presented to the user. To view different pages, navigate to the Page drop-down menu located on the left-hand side of the SapphireOne Toolbar.

Client Area Data Entry

• ID – The Client ID is the initial item entered in the Client Inquiry screen. It is important to establish ID criteria before entering any Client IDs because they cannot be deleted or reused once saved. The created ID becomes the default and can be modified using Sapphire Tools. The SapphireOne Client ID can consist of up to 12 alphanumeric characters.
• Name – Enter the Client’s name. It can be modified anytime.
• Area – Clients can be grouped for reporting purposes, allowing for convenient organisation based on a rating system such as 1-9 or A-E. The SapphireOne Client Area accommodates alphanumeric characters, giving flexibility in assigning and categorizing clients.
• Class – Assign the Client to a Client Class. This is vital for organising Clients into distinct groups such as Prospects, Inquiry, and Client. The SapphireOne Client Class ID allows for up to six alphanumeric characters.
• Rep – This field is optional. Assign a designated Sales Representative to the Client. For example, Sales Reps may have restricted access, limiting them to view only their assigned Clients. The SapphireOne Rep ID can consist of up to six alphanumeric characters.
• Company – By default, SapphireOne automatically enters the Company ID that the user is logged into when creating this new Client record. The SapphireOne company ID is comprised of up to eight alphanumeric characters.
• Job Project – A Client can be linked to a Job Project, which is an optional field. The SapphireOne Job Project ID allows for up to 12 alphanumeric characters.
• Department – It is optional to enter a department, and the decision may depend on various factors such as the requirement to generate reports at the department level. The SapphireOne Department ID can contain up to eight alphanumeric characters.
• Carrier – If necessary, you can enter a carrier for the Client. The data entry field is highlighted with a light blue background, allowing the user to directly input the carrier ID or utilise wildcards to replace parts of the carrier ID. Sapphire One will automatically insert the carrier ID into any transactions generated for this Client. Additionally, accurately entered addresses will be displayed on Google Maps.
• Open Item & Active Check Boxes – SapphireOne automatically sets these checkboxes as active. The Active checkbox can be changed to inactive by un-ticking it, but only if the Client has a zero balance. It is not recommended to modify the selection of these checkboxes without consulting the support staff. If you wish to make either of these checkboxes inactive, please contact our support staff at 02 8362 4500 for assistance and guidance.

Grouping Area Data Entry

The Grouping Area on the Client Inquiry screen includes three default tags: Tag, Tag2, and Tag3. Users have the flexibility to customize and rename these tags according to their specific requirements. To learn more about managing these tags, please click on the toggle below.

The three tags (Tag, Tag2, and Tag3) are also visible as columns on the right-hand side of the screen when viewing the list of Clients. These tags serve the purpose of reporting and reconciling Client details.

Additionally, when executing a Quick Report in SapphireOne, these tags are included as part of the Master Table, making them available for use in all SapphireOne report writers. This means that you can utilise these fields while generating Quick Reports, giving you the flexibility to include the tag information in various custom reports and data analysis. These tags provide further organisation and categorisation options for reporting purposes, allowing you to have a comprehensive view of Client data based on the tags assigned to each Client record.

Address Area Data Entry

In the upper section of the Address area, you will find a drop-down menu that provides three options for automatically used addresses for the Client. By default, SapphireOne displays the Standard address option.

Furthermore, there are provisions for entering Statement or Invoice addresses by selecting from the drop-down menu. It’s important to note that these addresses are interdependent on each other, meaning changes made to one address may affect the others. Therefore, updating the Standard address, for example, could impact the Statement and Invoice addresses associated with the Client.

It’s important for users to be aware that the addresses entered in SapphireOne will be automatically included in any hard-coded reports within the software. This means that the addresses will be printed or displayed as per the predefined format of the reports.

Address Fields and Features in the Standard Address Area

• Copy Button – This button enables users to transfer Postal Address details to the Physical Address area in the Standard Address selection on the previous page. It also allows for the copying of the Invoice Mailing address to the Invoice Delivery address on the Invoices address screen displayed above.
• Standard Address – Within the Standard address field area, the Country field is pre-configured, providing users with the option to select the required Country code. This enables users to easily specify the country associated with the standard address for accurate and standardized client data management.
• Postcode field – The Postcode field in the Standard address area is designed to accommodate up to eleven characters, meeting current international standards. This allows users to enter postal codes or ZIP codes of varying lengths, ensuring compatibility with different countries’ addressing systems.
• Delivery Instructions – The Standard address field area in SapphireOne includes a designated space for entering specific Delivery Instructions for each individual Client. This allows users to provide any special instructions or details related to the delivery of goods or services to the Client’s location.
• Other Data Entry Fields – The Address area in SapphireOne also includes provisions for storing additional contact information as follows.
  • Telephone Numbers – This includes fields for the main Telephone number & the Mobile Number.
  • Email Address – The client’s email address is crucial for seamless email communication, particularly for sending remittances and invoices. Multiple email addresses can be entered by using a comma (,) without spaces between them. To learn more about setting up emails and understanding the email procedures in SapphireOne, please refer to the knowledge base article dedicated to Email procedures for detailed instructions and guidance.
  • E-Statements – Within SapphireOne, there is a dedicated field to capture the Email address specifically designated for statements. This field allows users to input the email address to which electronic statements will be sent..
  • URL – The provided area within SapphireOne’s Address section includes a space for storing the Client’s URL (Uniform Resource Locator), also known as the website address. Users can input the relevant URL associated with the client in this field.
• SpliceCom – If the SpliceCom telephone system is installed, is installed and integrated with SapphireOne, users can take advantage of a convenient feature. By clicking the telephone button associated with a contact’s phone number, SapphireOne will prompt the SpliceCom system to initiate a call to the entered number.

SapphireOne Mapping Feature – Apple/Google Maps

SapphireOne has incorporated functionality that allows users to obtain a map view from a physical address record. To access this feature, click on the underlined “Physical Address” label in the Address Area. This feature is available throughout SapphireOne, including in the Sapphire Web Pack and the Sapphire Custom Web Pack. With this capability, users can obtain a visual representation of the physical location associated with a contact’s address, which can be helpful for planning and logistics purposes.

Whether using a mobile device, tablet, or desktop computer, the map view feature in SapphireOne remains accessible, providing users with a consistent experience regardless of their chosen device or platform.

Contacts Area 

The Contacts area displays a list of Client Contact Details, limited to contacts linked to the currently selected Client. To Look or modify Client contact details, simply double-click on the Client in the contact details area. This will open up the Client Contact Details page as a new screen.

There are four buttons above the client contact list for managing the Contact list as follows:

1. New – Selecting the New button will initiate the creation of a new contact, bringing up a new screen to allow entry of all contact details. Users must complete all required fields. Any contacts created here under the Client Inquiry function will automatically be linked to this Client.
2. Delete – Highlighting a contact and selecting the Delete button will remove the selected contact.
3. Link – This Link button is for updating contact links. It is strongly recommended that new contacts be added from within the function they are to be linked to, in this case, a Client Inquiry. This will automatically create the link to the client being modified.
4. Full-Screen – This Full-Screen button allows users to view the list of contacts in full-screen mode, which is beneficial when viewing large contact lists.

There is a Contacts item on both the Inquiry Pallet drop-down menu, and the General drop-down menu when using Workbook mode. This Contact item in Workbook mode displays all contacts within the data file. Any contacts created there must be manually linked.

Importing Contacts into a Client

In this documentation, while the item mentioned is Vendors, it’s important to note that any of the other seven items (Clients, Projects, Employees, Assets, Contacts, Client Address, or Vendor Address) mentioned can also be used in place of Vendors for the importing context. All of the items are in fact inquiries automatically performed when relevant item is selected from the drop down list.
The process of importing contacts involves the steps as follows.

1. Commencing – Begin by clicking on the Import Contacts button.
2. Link Contact pop up – Clicking on this will prompt the appearance of the Link Contact pop-up. Within this pop-up, you will find a drop-down menu providing a selection of eight Inquiries to choose from, which are as follows:
   • Inquiries – Clients, Vendors, Projects, Employees, Assets, Contacts, Client Address, or Vendor Address. Each of these Inquiries contains a number of items within them, allowing users to select a specific item from the selected inquiry.
3. Inquiries – After selecting the desired Inquiry from the drop-down menu, proceed to enter the exact ID of the item you wish to access into the light blue data entry field. Alternatively, you can utilise the wildcard entries @ and ? to perform a standard search within SapphireOne. Based on your selection from the drop-down menu, SapphireOne will generate a list of items to choose from, considering the search criteria you entered.
   • For example, if you have chosen Vendors from the drop-down list, SapphireOne will display a Relate screen with a list of Vendors based on the specific search function criteria you provided. This enables you to easily access the relevant items within the selected Inquiry, streamlining the process of working with contact information in SapphireOne.
4. Item Selection – After choosing the desired item from the Link Contact pop-up, simply double click on your selection or click on the button. This action confirms your selection takes you to to the next step, the Select Contacts screen
5. Select Contacts Screen – For the selected Vendor, sapphire one will now display a list of contacts to choose from who are linked to this Vendor.
   • Checkboxes – The user will find that there is a checkbox at the end of each line for a contact. Select these check boxes as required and then select the Button. the checked contacts will be entered into the required contact area for the selected Vendor.

It is possible to add one or more contacts simultaneously; however, it is essential to note that importing these contacts may lead to duplication.

More Details Page

The More Details Page serves as a comprehensive repository of internal credit information and additional details pertaining to the Client. This page provides valuable insights and in-depth information, allowing for a more thorough understanding of the Client’s profile and credit history.

Last Transaction Area

This area is non-editable and automatically populated with details extracted from various sections of SapphireOne. It includes essential information such as the amount of the Last Receipt, the date of the Last Transaction, and the most recent modification date of the Client details. Users cannot directly interact with this area, as it serves as a summary of the latest activities and updates related to the Client.

Loyalty Points Area

The Loyalty Points Area is a non-editable section that automatically displays and updates details extracted from the client’s current loyalty points. Users cannot directly modify the information within this area, as it serves as a summary of the Client’s loyalty points status. It provides an at-a-glance view of the accumulated loyalty points without requiring manual input from the user.

Tax Details Area

• Tax No – This is the Tax Number, which corresponds to the Client’s Australian Business Number (ABN). The Tax No heading is underlined, and clicking on it triggers SapphireOne to launch the default web browser and direct the user to the ABN lookup service. In this process, SapphireOne automatically enters the Tax Number as provided in the software and checks its validity and active status. It’s important for the user to input the number without spaces, but once they move away from this data entry field, SapphireOne will automatically insert the necessary spaces for them. This functionality streamlines the process of validating and managing ABNs within SapphireOne.
• Tax Code – Users can input the Tax Code for the Client. For instance, in Australia, the Tax Code is typically represented by a single character, such as S for 10% Goods and Services Tax (GST). Users should enter the appropriate code based on the applicable tax regulations in their region. This allows SapphireOne to accurately calculate and apply the relevant tax rates to the client’s transactions.
• Tax Rate – The Tax Rate displayed in the this area is dependent on the Tax Code entered by the user. SapphireOne will automatically populate the applicable tax rates based on the settings configured in Utilities Mode. It’s important to note that for regular usage, these rates should not be altered by the user. The predefined rates are designed to ensure accurate and consistent tax calculations, maintaining compliance with relevant tax laws and regulations. Any changes to these rates should be made with caution and only in specific circumstances where it is necessary and authorised.
• Exempt Checkbox – The Exempt checkbox serves as a useful feature for Australian companies that engage with overseas Clients. When selected, it indicates that overseas Clients will be exempt from any Australian tax charges. This feature is particularly relevant in cases where transactions involve Clients located outside Australia, and it ensures that no Australian tax is applied to those specific dealings.
• Exempt on Special Rules Checkbox – This checkbox is directly linked to the Periods and Taxes page within a Company Inquiry. In this context, the checkbox is associated with the tax exempt area within the tax codes section. When this checkbox is selected, SapphireOne will use the data entered into that area to establish a tax-exempt setup for special rules related to specific periods or taxes.
  • Operation – By checking the Exempt on Special Rules checkbox, SapphireOne implements the tax-exempt configuration based on the data provided in the designated area. This ensures that special rules pertaining to tax exemptions are applied as intended for the specified periods or taxes, streamlining tax management and compliance for specific scenarios.
• Use Checkbox – This Checkbox functions as an instruction to SapphireOne, allowing it to override the tax settings specified in a Company Inquiry and instead apply the tax rate manually entered in the Tax Code data entry field.
  • Operation- This feature provides users with the flexibility to customise tax rates for specific transactions or scenarios that require deviations from the standard tax settings defined in the Company Inquiry. When the Use Checkbox is selected, SapphireOne acknowledges the manual entry in the Tax Code field and applies the corresponding tax rate accordingly, ensuring accurate and personalised tax calculations as needed for individual cases.
• Price Round to Checkbox – This checkbox provides the option to round prices to a specific number for each individual Client. By selecting this checkbox, users can enable price rounding for the particular Client in question.
  • Data entry Field – This Data Entry Field allows users to input the desired rounding figure or amount. When a value is entered in this field, SapphireOne will automatically round the prices for that specific Client to the specified figure or amount, ensuring consistency in pricing and simplifying transactions.

Miscellaneous Area

• Facsimile No – This field is designated for entering fax numbers. Users can input fax numbers associated with the respective entity or contact within this section. It serves as a specific location to store and manage fax contact details for easy reference and communication purposes.
• Default GL Code – This field allows the recording of a Default General Ledger (GL) Code account number. When a Default GL Code is set for a Client here, it will automatically populate the GL Code field for any Client Invoices entered in Accounts & Inventory mode. This feature streamlines the invoicing process by automatically applying the specified GL Code to relevant transactions, ensuring accurate accounting and consistent financial reporting.
• Currency – The Currency drop-down list allows the selection of the currency in which the Client conducts their trades. This drop-down menu is available exclusively during the creation of a NEW Client. However, after a single transaction has been executed against this Client, the Currency drop-down menu will be permanently removed. Therefore, it is essential to choose the appropriate currency during the initial setup to ensure accurate currency management for all subsequent transactions with the Client.

User Defined Area

Users have the option to rename these field headings according to their preferences. This can be accomplished by navigating to Utilities / Controls / Master Defaults / Client, where custom heading names can be assigned to each of the four user-defined fields. This feature empowers businesses to tailor the data entry and retrieval process to suit their unique needs, maximising the utility of the software and streamlining data management tasks. This area provides the flexibility to set up four custom fields based on specific requirements.

The first two fields are indexed, enabling them to appear in the Find Command/Ctrl F screen, facilitating swift searching for secondary data. Additionally, all four fields can be queried using the Detailed Query Command/Ctrl Y, allowing for comprehensive and detailed data analysis.

Serial Shipping Container Code (SSCC) Area

Area consists of simple data entry fields that are used for capturing relevant SSCC information. These fields serve as a means of recording and storing SSCC data associated with specific shipping containers or packages.

• Number – In the Number field, users have the option to set up a starting number by directly entering the desired value. This feature allows for manual configuration of the initial number from which subsequent numerical sequences or series will commence.
  • For instance, if users wish to start numbering a series of items, transactions, or documents from a specific number, they can input that starting number directly into this field. The software will then use this specified value as the beginning point for generating subsequent numbers automatically.
  • Prefix – In addition to setting up a starting number, users have the option to add a Prefix to the number if required. The Prefix is a string of characters that will be appended at the beginning of the generated number.
• Suffix – Users can also include a Suffix to the number if needed. The Suffix is a sequence of characters that will be added at the end of the generated number.

Addition/Deduction Area

• Ignore Levy Rules Checkbox – This area features an important functionality called the Ignore Levy Rules checkbox. By selecting this checkbox, SapphireOne will be instructed to disregard any levies that have been configured for this specific Client. This means that the Client will be exempt from any levies set up in SapphireOne, and these levies will not be applied to transactions involving this Client.
• Ignore Royalty Rules – This checkbox in the enables users to direct SapphireOne to exclude any royalty rules that have been configured for this specific Client. By selecting this checkbox, SapphireOne will not apply any royalty-related calculations or charges that have been set up in the system to transactions involving this client.
• Pallet – The Pallet Data entry field is closely integrated with the web pack marketing function offered by SapphireOne. For more detailed information about this feature and its extended capabilities, it is recommended to contact SapphireOne support directly at 02 8362 4500. The support team will be able to provide comprehensive assistance and insights into how the Pallet function operates in conjunction with the web pack marketing feature, ensuring a better understanding and utilisation of the system’s capabilities.

Periodic Invoice Area

Overview

This area is a crucial feature in SapphireOne that efficiently handles scenarios where customers make repeated purchases of the same items on a daily or weekly basis. These recurring sales result in multiple Sales Client Invoices (SCI) being generated over time. To simplify the payment process, payment terms are set up for the Clients on a recurring basis, often based on specific periods.

SapphireOne’s periodic Invoicing functionality plays a pivotal role in streamlining the management and processing of these recurring transactions. It automates the generation and tracking of invoices within the defined payment periods, allowing for seamless and consistent invoicing and payment collections. By using periodic invoicing, businesses can optimize their invoicing process, improve cash flow management, and provide a convenient and predictable payment schedule for their Clients. This feature proves especially beneficial for businesses with customers who make regular and ongoing purchases on a fixed payment cycle.

Setting Up Periodic Invoicing

To configure a Client for Periodic Invoicing, users need to enter relevant data into the Periodic Reference area within the Client’s Master Record. Once the data entry fields are set up, SapphireOne will generate all future invoices for that Client as periodic invoices.

In this Periodic Invoice Area, it’s worth mentioning that each periodic invoice will be assigned a unique number, which can be viewed in a Company Inquiry for easy reference and tracking.

When using the Periodic Invoice function from Inventory mode, only invoices marked as periodic will be displayed. However, it’s important to note that these periodic invoices can still be treated as normal invoices if necessary, providing the flexibility to handle them like regular transactions when required.

By leveraging the Periodic Invoice Area, businesses can streamline invoicing processes for recurring sales, ensuring smooth management of periodic invoices while maintaining the option to treat them as standard invoices if needed. This feature is especially beneficial for Clients with regular payment schedules and repeated purchases.

Periodic Invoicing Data Entry

• Period – This field provides various options for setting the frequency of invoices generated for a Client in the Periodic Invoice Area. Users can choose from the following options, Daily, Weekly, Fortnightly (Every two weeks), Monthly or None.
  • None – If this option is selected, the invoices will still be generated periodically, but they will require a manual entry for the invoice date. In other words, SapphireOne will mark the invoices as periodic, but the user will need to manually specify the date for each individual invoice.
• Output – This field is a valuable feature designed to facilitate efficient invoice identification and processing within the Periodic Invoice Area. It automatically assigns a predetermined internal reference number to each invoice generated through periodic invoicing.
  • Details – By using the Output field to generate unique internal reference numbers for the periodic invoices, users can streamline their invoicing workflows and easily distinguish one invoice from another. This internal reference number serves as an identifier that aids in record-keeping, tracking, and management of the periodic invoices.

Invoice Reference Area

This area within the Clients section allows for the assignment of a unique prefix and number to each Client. This functionality facilitates the automatic generation of invoices with the correct prefix and sequential number, streamlining the invoicing process and ensuring a consistent and organised approach.

For instance, if the client is IKEA, invoices can be automatically generated with reference numbers like IKEA0001, IKEA0002, IKEA0003, and so on. The system will increment the number accordingly as each new invoice is generated for the client.

By utilising the Invoice Reference Area, businesses can create customised invoice references for each Client, enhancing professionalism, and making it easier to manage and track invoices for different clients. This feature saves time and effort in invoice generation while also providing a clear and uniform system for organising invoice records.

General Message Area

This General Message Area allows users to enter comments or information about a specific Client. This message will automatically trigger an alert when a new transaction is created for that Client. By entering relevant details in this area, users can provide important notes or reminders about the Client, ensuring that any pertinent information is brought to the attention of employees processing transactions for that Client.

When the General Message Area is left empty, no alert message will be displayed during transaction creation for that Client. However, by utilising this feature, businesses can effectively communicate critical information related to the Client, enhancing communication and promoting better customer service. The alert system helps users stay informed and make well-informed decisions when interacting with the Client’s transactions, improving overall efficiency and accuracy in Client management.