> ## Documentation Index
> Fetch the complete documentation index at: https://docs.jadenet.id/llms.txt
> Use this file to discover all available pages before exploring further.

# Relationship Management

> Kelola prospect, customer, quotation, sales activity, dan buying rate.

## Tujuan

Memelihara prospect/customer/vendor, menyiapkan quotation, mencatat sales activity, dan menyediakan buying/selling rate yang dapat dipakai oleh order shipment.

## Alur kerja

1. Search existing party untuk menghindari duplikat.
2. Create/update prospect/customer dan contact.
3. Record sales activity/follow-up.
4. Prepare quotation dengan service, route, charge, currency/rate, validity, dan terms.
5. Review/approve sesuai commercial policy bila diterapkan.
6. Maintain buying rate/vendor rate.
7. Gunakan approved/valid commercial data saat membuat job.

## Kontrol

* Gunakan official name, tax identity, address, contact, dan credit/payment terms yang benar.
* Jangan reuse party code untuk organisasi berbeda.
* Review validity date, route, carrier/vendor, currency, tax, dan charge basis.
* Protect rate, margin, dan customer terms sebagai commercial-sensitive data.