Customer Identity
Confirms the customer profile and contact details held in the tenant workspace.
SOLVA TRADE
YC
Your company
Kenya
CUSTOMER PROFILE
Customer master-data profile
# CUS-CUS-802309
Generated 17 Sept 2026, 22:53:22
Credit Control
Customer Profile is prepared from the submitted workflow values and tenant records.
Summarizes credit terms, balances and follow-up status where available.
Audit Use
Your company
Main workspace
Useful for customer file review, account opening and sales follow-up.
Control Purpose
Customer profiles preserve the details needed for sales, credit control, statements and follow-up.
| Field | Value | Status | Verified By | Updated On | Risk | Notes |
|---|---|---|---|---|---|---|
| No posted records found for the selected filters. | ||||||
Approval and Audit
- Prepared
- ST - User
- Reviewed
- Pending manager review
- Approved
- Pending owner approval where required
- Audit status
- Tenant scoped and export logged
- Created from the selected Solva Trade process.
- Includes header details, line details, totals, approval state, and audit context.
- CSV output protects spreadsheet users from formula injection.
- Tenant identity: Your company.
- No posted transaction rows were found for the selected filters.
- Tenant payment instructions are not configured yet.
- Company logos are included when the business profile provides one; Solva Trade branding and watermark remain on every report.
| Subtotal | KES 0.00 |
|---|---|
| Discount | KES 0.00 |
| Tax | KES 0.00 |
| Total | KES 0.00 |
| Balance due | KES 0.00 |
Prepared by
Customer / representative
Owner / manager review
Document Note
Customer profiles preserve the details needed for sales, credit control, statements and follow-up.