Stakeholder Management
Manage all business relationships including banks, customers, suppliers, and partners.
Stakeholder Management
6.1 Overview
The Stakeholder Management module enables management of all business relationships including banks, customers, suppliers, and partners. It provides a centralized registry for all entities your organization interacts with.
Tab Structure: The module is organized into 3 main tabs:
- New Bank - Register banking institutions
- New Stakeholder - Register customers, suppliers, vendors, and partners
- Stakeholder Report - View, edit, and manage all stakeholders
6.2 New Bank Tab
Register banking institutions for financial transactions.
6.2.1 Bank Information Section
| Field | Type | Description | Required |
|---|---|---|---|
| Bank Name | Text | Name of the bank (e.g., "CRDB Bank") | Yes |
| SWIFT/BIC Code | Text | International bank code (max 11 characters) | No |
| Website | URL | Bank website | No |
| Currency | Dropdown | Default currency (TZS, USD, EUR) | No |
6.2.2 Contact Information Section
| Field | Type | Description | Required |
|---|---|---|---|
| Contact Person | Text | Bank relationship manager | No |
| Designation | Text | Contact's job title | No |
| Department | Text | e.g., "Corporate Banking" | No |
| Email Address | Contact email | No | |
| Phone Number | Tel | Contact phone | No |
| Mobile | Tel | Contact mobile | No |
| City | Text | Bank city | No |
| Country | Dropdown | Country (TZ, KE, UG, RW, Other) | No |
| Physical Address | Textarea | Full branch address | No |
| Address Line 2 | Text | Additional address info | No |
| State/Region | Text | State or region | No |
| Postal Code | Text | Postal code | No |
| Notes | Textarea | Additional notes | No |
| Active | Dropdown | Active/Inactive status | No |
| Verified | Checkbox | Bank verification status | No |
6.2.3 Form Actions
| Action | Description |
|---|---|
| Register Bank | Save the bank to the system |
| Clear Form | Reset all form fields |
Business Rules:
- Bank Name is the only required field
- Country must be a 2-character ISO code (e.g., "TZ")
- Banks are registered as "BANK" category stakeholders
6.3 New Stakeholder Tab
Register customers, suppliers, vendors, and other business partners.
6.3.1 Basic Information Section
| Field | Type | Description | Required |
|---|---|---|---|
| Stakeholder Type | Dropdown | Customer, Supplier, Partner, etc. | Yes |
| Entity Type | Dropdown | Individual or Organization | Yes |
| Customer Group | Dropdown | Customer group (shown for customers) | For Customers |
| Company/Business Name | Text | Legal name or business name | Yes |
| Registration Number | Text | Company registration number | No |
| Tax ID (TIN) | Text | Tax identification number | No |
6.3.2 Contact Information Section
| Field | Type | Description | Required |
|---|---|---|---|
| Contact Person First Name | Text | Contact's first name | No |
| Contact Person Last Name | Text | Contact's last name | No |
| Designation | Text | Contact's job title | No |
| Primary email | Yes | ||
| Phone | Tel | Primary phone | No |
| Mobile | Tel | Mobile number | No |
| Website | URL | Company website | No |
| Address | Textarea | Physical address | No |
| City | Text | City | No |
| Region | Text | State/Region | No |
| Country | Dropdown | Country code | No |
| Postal Code | Text | Postal code | No |
6.3.3 Banking Information Section
| Field | Type | Description | Required |
|---|---|---|---|
| Bank Name | Dropdown | Select from registered banks | No |
| Account Number | Text | Bank account number | No |
| Account Name | Text | Name on the account | No |
| SWIFT Code | Text | Bank SWIFT code | No |
6.3.4 Financial Information Section
| Field | Type | Description | Required |
|---|---|---|---|
| Payment Terms | Dropdown | COD, Advance, Credit | No |
| Credit Limit | Number | Maximum credit amount | No |
6.3.5 Attachments Section
Upload supporting documents:
| Supported Formats | Max Size |
|---|---|
| PDF, JPEG, PNG, DOC, DOCX | 10 MB per file |
Actions:
- Choose Files: Select files to upload
- Remove: Remove selected file before upload
6.3.6 Additional Notes Section
| Field | Type | Description |
|---|---|---|
| Notes | Textarea | Any additional notes |
6.3.7 Form Actions
| Action | Description |
|---|---|
| Register Stakeholder | Save the stakeholder |
| Clear Form | Reset all form fields |
Business Rules:
- Stakeholder Type, Entity Type, Company Name, and Email are required
- Customer Group is required for stakeholders of type "Customer"
- Documents are uploaded after stakeholder creation
- Email must be unique
6.4 Stakeholder Report Tab
View, search, filter, edit, and manage all registered stakeholders.
6.4.1 Summary Cards
| Card | Description |
|---|---|
| Total Stakeholders | Count of all stakeholders |
| Total Transaction Value | Sum of all credit limits (TZS) |
| Outstanding Balance | Total outstanding balances (TZS, orange) |
6.4.2 Filters
| Filter | Description |
|---|---|
| Search | Search by name, contact, email, or UUID |
| Type | Filter by entity type (Individual/Organization) |
| Category | Filter by stakeholder category |
| Status | Filter by Active/Inactive status |
6.4.3 Export Report
Click "Export Report" button to download a PDF report containing all filtered stakeholders.
6.4.4 Stakeholders Table Columns
| Column | Description |
|---|---|
| Category | Stakeholder category (Customer, Supplier, etc.) |
| Type | Entity type badge (Individual/Organization) |
| Company Name | Business or legal name |
| Contact Person | Primary contact details |
| Primary email | |
| Phone | Primary phone |
| Status | Active/Inactive badge |
| Total Value | Credit limit (TZS) |
| Outstanding | Outstanding balance (TZS, orange if > 0) |
| Actions | Action buttons |
6.4.5 Type Badges
| Type | Badge Color |
|---|---|
| Customer | Blue |
| Supplier | Purple |
| Vendor | Orange |
| Partner | Pink |
| Other | Gray |
6.4.6 Status Badges
| Status | Badge Color |
|---|---|
| Active | Green |
| Inactive | Gray |
6.4.7 Available Actions
| Action | Icon | Description |
|---|---|---|
| View | Eye | View stakeholder details |
| Edit | Edit | Edit stakeholder information |
| Delete | Trash (red) | Delete stakeholder |
6.4.8 View Stakeholder Details
The view dialog displays:
Basic Information:
- Category, Type, Name
- Registration Number, Tax ID
- Status, Verified status
Contact Information:
- Email, Phone, Mobile, Website
Address Information:
- Full address with city, region, country
Financial Information:
- Credit Limit, Credit Days
- Payment Terms, Outstanding Balance
Bank Accounts:
- Bank name, Account number, Account name
Documents:
- Attached documents with download/delete options
6.4.9 Editing a Stakeholder
- Click the Edit button
- Modify fields in the edit dialog:
- Name
- Mobile
- Credit Limit
- Credit Days
- Payment Terms (COD, Advance, Credit)
- Notes
- Is Verified checkbox
- Is Active checkbox
- Click "Save Changes"
6.4.10 Deleting a Stakeholder
- Click the Delete button
- Confirm deletion in the dialog
- Stakeholder is permanently removed
Business Rules:
- Stakeholders with transactions may not be deletable
- Consider deactivating instead of deleting
6.4.11 Document Actions
In the View dialog, for each document:
| Action | Icon | Description |
|---|---|---|
| Download | Download | Download the document |
| Delete | Trash | Delete the document |
6.5 Business Rules Summary
Bank Registration
- Banks are registered as stakeholders with BANK category
- Country code must be 2-character ISO format
- Banks can be marked as verified
Stakeholder Registration
- Email must be unique across stakeholders
- Customer Group is required for customers
- Payment terms: COD (Cash on Delivery), Advance, Credit
- Credit limit controls maximum credit exposure
Document Management
- Maximum 10MB per file
- Supported formats: PDF, JPEG, PNG, DOC, DOCX
- Documents are uploaded after stakeholder creation