{"id":2791,"date":"2025-12-09T03:59:39","date_gmt":"2025-12-09T03:59:39","guid":{"rendered":"https:\/\/docs.quantri.online\/?docs=users-guide\/core-modules\/accounts\/quy-trinh-tao-khach-hang"},"modified":"2026-05-04T03:00:27","modified_gmt":"2026-05-04T03:00:27","slug":"quy-trinh-tao-khach-hang","status":"publish","type":"docs","link":"https:\/\/docs.quantri.online\/?docs=users-guide\/core-modules\/accounts\/quy-trinh-tao-khach-hang","title":{"rendered":"T\u1ea1o Kh\u00e1ch H\u00e0ng"},"content":{"rendered":"\n

H\u01af\u1edaNG D\u1eaaN: QUY TR\u00ccNH T\u1ea0O M\u1edaI H\u1ed2 S\u01a0 KH\u00c1CH H\u00c0NG<\/h3>\n\n\n\n

1. M\u1ee4C \u0110\u00cdCH<\/h4>\n\n\n\n

Quy tr\u00ecnh n\u00e0y h\u01b0\u1edbng d\u1eabn c\u00e1c b\u01b0\u1edbc nh\u1eadp li\u1ec7u \u0111\u1ec3 t\u1ea1o m\u1edbi h\u1ed3 s\u01a1 Kh\u00e1ch h\u00e0ng v\u00e0o h\u1ec7 th\u1ed1ng. Vi\u1ec7c nh\u1eadp li\u1ec7u \u0111\u1ea7y \u0111\u1ee7 v\u00e0 ch\u00ednh x\u00e1c ngay t\u1eeb \u0111\u1ea7u s\u1ebd h\u1ed7 tr\u1ee3 t\u1ed1i \u0111a cho vi\u1ec7c tra c\u1ee9u v\u00e0 b\u00e1o c\u00e1o sau n\u00e0y.<\/p>\n\n\n\n

2. QUY TR\u00ccNH TH\u1ef0C HI\u1ec6N<\/h4>\n\n\n\n

B\u01b0\u1edbc 1: Truy c\u1eadp ch\u1ee9c n\u0103ng<\/h5>\n\n\n\n
    \n
  1. T\u1ea1i thanh menu b\u00ean tr\u00ean, ch\u1ecdn module Kh\u00e1ch h\u00e0ng<\/strong>.<\/li>\n\n\n\n
  2. Ch\u1ecdn T\u1ea1o kh\u00e1ch h\u00e0ng<\/strong>.<\/li>\n<\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n
    B\u01b0\u1edbc 2: Nh\u1eadp “Th\u00f4ng tin Kh\u00e1ch H\u00e0ng”<\/h5>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    \u0110\u00e2y l\u00e0 khu v\u1ef1c quan tr\u1ecdng nh\u1ea5t ch\u1ee9a c\u00e1c th\u00f4ng tin \u0111\u1ecbnh danh v\u00e0 ph\u00e2n lo\u1ea1i.<\/p>\n\n\n\n

      \n
    • Th\u00f4ng tin b\u1eaft bu\u1ed9c (*):<\/strong>\n
        \n
      • T\u00ean KH:<\/strong> Nh\u1eadp t\u00ean \u0111\u1ea7y \u0111\u1ee7 c\u1ee7a C\u00f4ng ty ho\u1eb7c C\u00e1 nh\u00e2n (V\u00ed d\u1ee5: C\u00f4ng ty CP C\u00f4ng Ngh\u1ec7 ABC).<\/li>\n<\/ul>\n<\/li>\n\n\n\n
      • Th\u00f4ng tin \u0111\u1ecbnh danh:<\/strong>\n
          \n
        • M\u00e3 KH:<\/strong> M\u00e3 \u0111\u1ecbnh danh duy nh\u1ea5t (H\u1ec7 th\u1ed1ng t\u1ef1 sinh ho\u1eb7c nh\u1eadp tay t\u00f9y c\u1ea5u h\u00ecnh).<\/li>\n\n\n\n
        • M\u00e3 s\u1ed1 thu\u1ebf:<\/strong> Nh\u1eadp MST ch\u00ednh x\u00e1c (\u0111\u1ed1i v\u1edbi doanh nghi\u1ec7p).<\/li>\n\n\n\n
        • CCCD:<\/strong> Nh\u1eadp s\u1ed1 C\u0103n c\u01b0\u1edbc c\u00f4ng d\u00e2n (\u0111\u1ed1i v\u1edbi kh\u00e1ch h\u00e0ng c\u00e1 nh\u00e2n) – M\u1edbi b\u1ed5 sung<\/strong>.<\/li>\n\n\n\n
        • M\u00e3 quan h\u1ec7 ng\u00e2n s\u00e1ch:<\/strong> Nh\u1eadp m\u00e3 \u0111\u01a1n v\u1ecb c\u00f3 quan h\u1ec7 v\u1edbi ng\u00e2n s\u00e1ch (d\u00f9ng cho c\u00e1c \u0111\u01a1n v\u1ecb h\u00e0nh ch\u00ednh s\u1ef1 nghi\u1ec7p) – M\u1edbi b\u1ed5 sung<\/strong>.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
        • Th\u00f4ng tin ph\u00e2n lo\u1ea1i:<\/strong>\n
            \n
          • Lo\u1ea1i \/ Ng\u00e0nh h\u00e0ng \/ Quy m\u00f4 \/ Ngu\u1ed3n v\u1ed1n:<\/strong> Ch\u1ecdn t\u1eeb danh s\u00e1ch th\u1ea3 xu\u1ed1ng \u0111\u1ec3 ph\u1ee5c v\u1ee5 b\u00e1o c\u00e1o.<\/li>\n\n\n\n
          • Giao cho:<\/strong> Ch\u1ecdn nh\u00e2n vi\u00ean ch\u1ecbu tr\u00e1ch nhi\u1ec7m ch\u0103m s\u00f3c (Sales).<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
            B\u01b0\u1edbc 3: Nh\u1eadp “Th\u00f4ng tin b\u1ea3o m\u1eadt”<\/h5>\n\n\n\n

            Khu v\u1ef1c n\u00e0y qu\u1ea3n l\u00fd c\u00e1c k\u00eanh li\u00ean l\u1ea1c s\u1ed1.<\/p>\n\n\n\n

            \"\"<\/figure>\n\n\n\n
              \n
            • S\u1ed1 \u0111i\u1ec7n tho\u1ea1i:<\/strong> H\u1ed7 tr\u1ee3 nh\u1eadp 3 s\u1ed1 (S\u0110T ch\u00ednh, S\u0110T 2, S\u0110T 3).<\/li>\n\n\n\n
            • Email:<\/strong> Nh\u1eadp \u0111\u1ecba ch\u1ec9 th\u01b0 \u0111i\u1ec7n t\u1eed. S\u1eed d\u1ee5ng n\u00fat +<\/code> \u0111\u1ec3 th\u00eam nhi\u1ec1u email.\n
                \n
              • C\u1ea5u h\u00ecnh:<\/em> C\u00f3 th\u1ec3 \u0111\u00e1nh d\u1ea5u email l\u00e0 Ch\u00ednh<\/strong>, T\u1eeb ch\u1ed1i nh\u1eadn<\/strong> ho\u1eb7c Kh\u00f4ng h\u1ee3p l\u1ec7<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
                B\u01b0\u1edbc 4: Nh\u1eadp “Th\u00f4ng tin \u0111\u1ecba ch\u1ec9”<\/h5>\n\n\n\n

                H\u1ec7 th\u1ed1ng chia l\u00e0m 2 c\u1ed9t \u0111\u1ecba ch\u1ec9 ri\u00eang bi\u1ec7t \u0111\u1ec3 linh ho\u1ea1t trong qu\u1ea3n l\u00fd.<\/p>\n\n\n\n

                \"\"<\/figure>\n\n\n\n
                  \n
                • \u0110\u1ecba ch\u1ec9 (C\u1ed9t tr\u00e1i):<\/strong> Th\u01b0\u1eddng d\u00f9ng cho \u0111\u1ecba ch\u1ec9 \u0110\u0103ng k\u00fd kinh doanh\/Tr\u1ee5 s\u1edf ch\u00ednh.<\/li>\n\n\n\n
                • \u0110\u1ecba ch\u1ec9 kh\u00e1c (C\u1ed9t ph\u1ea3i):<\/strong> Th\u01b0\u1eddng d\u00f9ng cho \u0111\u1ecba ch\u1ec9 Giao h\u00e0ng\/Kho b\u00e3i.<\/li>\n\n\n\n
                • L\u01b0u \u00fd:<\/em> Ch\u1ecdn \u0111\u1ea7y \u0111\u1ee7 Qu\u1ed1c gia, Khu v\u1ef1c, T\u1ec9nh\/Th\u00e0nh, Ph\u01b0\u1eddng\/X\u00e3<\/strong> tr\u01b0\u1edbc khi nh\u1eadp s\u1ed1 nh\u00e0 chi ti\u1ebft.<\/li>\n<\/ul>\n\n\n\n
                  B\u01b0\u1edbc 5: Ho\u00e0n t\u1ea5t<\/h5>\n\n\n\n
                    \n
                  • R\u00e0 so\u00e1t l\u1ea1i c\u00e1c tr\u01b0\u1eddng c\u00f3 d\u1ea5u sao \u0111\u1ecf (*).<\/li>\n\n\n\n
                  • Nh\u1ea5n n\u00fat L\u01b0u<\/strong> (m\u00e0u xanh t\u00edm) \u1edf g\u00f3c tr\u00ean b\u00ean tr\u00e1i \u0111\u1ec3 ho\u00e0n t\u1ea5t.<\/li>\n\n\n\n
                  • Nh\u1ea5n H\u1ee7y<\/strong> \u0111\u1ec3 tho\u00e1t m\u00e0 kh\u00f4ng l\u01b0u d\u1eef li\u1ec7u.<\/li>\n<\/ul>\n\n\n\n

                    3. T\u1eea \u0110I\u1ec2N D\u1eee LI\u1ec6U (DATA DICTIONARY) CHI TI\u1ebeT<\/h4>\n\n\n\n

                    A. Khu v\u1ef1c: Th\u00f4ng tin Kh\u00e1ch H\u00e0ng<\/h5>\n\n\n\n
                    T\u00ean tr\u01b0\u1eddng<\/strong><\/td>B\u1eaft bu\u1ed9c<\/strong><\/td>M\u00f4 t\u1ea3 & H\u01b0\u1edbng d\u1eabn nh\u1eadp li\u1ec7u<\/strong><\/td><\/tr><\/thead>
                    T\u00ean KH<\/strong><\/td>C\u00f3<\/td>T\u00ean ph\u00e1p l\u00fd \u0111\u1ea7y \u0111\u1ee7 c\u1ee7a Doanh nghi\u1ec7p ho\u1eb7c C\u00e1 nh\u00e2n.<\/td><\/tr>
                    M\u00e3 KH<\/strong><\/td><\/td>M\u00e3 \u0111\u1ecbnh danh duy nh\u1ea5t (Unique ID).<\/td><\/tr>
                    CCCD<\/strong><\/td><\/td>(M\u1edbi)<\/strong> S\u1ed1 C\u0103n c\u01b0\u1edbc c\u00f4ng d\u00e2n. Ch\u1ec9 nh\u1eadp khi \u0111\u1ed1i t\u01b0\u1ee3ng l\u00e0 C\u00e1 nh\u00e2n.<\/td><\/tr>
                    M\u00e3 s\u1ed1 thu\u1ebf<\/strong><\/td><\/td>MST doanh nghi\u1ec7p (D\u00f9ng \u0111\u1ec3 ki\u1ec3m tra t\u00ednh ph\u00e1p l\u00fd v\u00e0 xu\u1ea5t h\u00f3a \u0111\u01a1n).<\/td><\/tr>
                    M\u00e3 quan h\u1ec7 ng\u00e2n s\u00e1ch<\/strong><\/td><\/td>(M\u1edbi)<\/strong> M\u00e3 s\u1ed1 d\u00f9ng cho c\u00e1c \u0111\u01a1n v\u1ecb c\u00f3 giao d\u1ecbch v\u1edbi Kho b\u1ea1c Nh\u00e0 n\u01b0\u1edbc.<\/td><\/tr>
                    KH h\u1ec7 th\u1ed1ng<\/strong><\/td><\/td>Checkbox: T\u00edch ch\u1ecdn n\u1ebfu \u0111\u00e2y l\u00e0 kh\u00e1ch h\u00e0ng chung, kh\u00f4ng thu\u1ed9c v\u1ec1 Sale n\u00e0o.<\/td><\/tr>
                    T\u00ean th\u00f4ng d\u1ee5ng<\/strong><\/td><\/td>T\u00ean th\u01b0\u01a1ng hi\u1ec7u ho\u1eb7c t\u00ean vi\u1ebft t\u1eaft d\u1ec5 nh\u1edb.<\/td><\/tr>
                    T\u00ean ti\u1ebfng Anh<\/strong><\/td><\/td>T\u00ean giao d\u1ecbch qu\u1ed1c t\u1ebf.<\/td><\/tr>
                    \u0110\u1ecba ch\u1ec9 ti\u1ebfng Anh<\/strong><\/td><\/td>\u0110\u1ecba ch\u1ec9 d\u1ecbch sang ti\u1ebfng Anh.<\/td><\/tr>
                    Lo\u1ea1i<\/strong><\/td><\/td>H\u00ecnh th\u1ee9c ph\u00e1p l\u00fd: TNHH, C\u1ed5 ph\u1ea7n, C\u00e1 nh\u00e2n, Nh\u00e0 n\u01b0\u1edbc…<\/em><\/td><\/tr>
                    T\u00e0i kho\u1ea3n ng\u00e2n h\u00e0ng<\/strong><\/td><\/td>S\u1ed1 t\u00e0i kho\u1ea3n thanh to\u00e1n c\u1ee7a \u0111\u1ed1i t\u00e1c.<\/td><\/tr>
                    Ngu\u1ed3n KH<\/strong><\/td><\/td>Ngu\u1ed3n g\u1ed1c d\u1eef li\u1ec7u: Marketing, T\u1ef1 t\u00ecm ki\u1ebfm, Gi\u1edbi thi\u1ec7u…<\/em><\/td><\/tr>
                    Ngu\u1ed3n v\u1ed1n \/ Quy m\u00f4<\/strong><\/td><\/td>Ph\u00e2n lo\u1ea1i doanh nghi\u1ec7p (SME, Enterprise, FDI…).<\/td><\/tr>
                    Ng\u00e0nh h\u00e0ng KD<\/strong><\/td><\/td>Ng\u00e0nh ngh\u1ec1 kinh doanh (H\u1ed7 tr\u1ee3 ph\u00e2n c\u1ea5p 1, 2, 3).<\/td><\/tr>
                    Th\u00e0nh vi\u00ean c\u1ee7a<\/strong><\/td><\/td>Ch\u1ecdn c\u00f4ng ty m\u1eb9 (n\u1ebfu kh\u00e1ch h\u00e0ng l\u00e0 chi nh\u00e1nh).<\/td><\/tr>
                    Giao cho<\/strong><\/td><\/td>Nh\u00e2n vi\u00ean ph\u1ee5 tr\u00e1ch ch\u00ednh.<\/td><\/tr>
                    H\u1ea1n m\u1ee9c \/ Ng\u00e0y c\u00f4ng n\u1ee3<\/strong><\/td><\/td>Thi\u1ebft l\u1eadp gi\u1edbi h\u1ea1n t\u00edn d\u1ee5ng v\u00e0 th\u1eddi h\u1ea1n thanh to\u00e1n.<\/td><\/tr>
                    \u0110\u1ecba ch\u1ec9 giao h\u00e0ng<\/strong><\/td><\/td>\u0110\u1ecba ch\u1ec9 nh\u1eadn h\u00e0ng d\u1ea1ng v\u0103n b\u1ea3n.<\/td><\/tr>
                    M\u00f4 t\u1ea3<\/strong><\/td><\/td>Ghi ch\u00fa th\u00eam (S\u1edf th\u00edch, \u0111\u1eb7c \u0111i\u1ec3m, l\u01b0u \u00fd…).<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
                    B. Khu v\u1ef1c: Th\u00f4ng tin b\u1ea3o m\u1eadt<\/h5>\n\n\n\n
                    T\u00ean tr\u01b0\u1eddng<\/strong><\/td>M\u00f4 t\u1ea3 ch\u1ee9c n\u0103ng<\/strong><\/td><\/tr><\/thead>
                    S\u1ed1 \u0111i\u1ec7n tho\u1ea1i (Ch\u00ednh)<\/strong><\/td>S\u1ed1 hotline ho\u1eb7c ng\u01b0\u1eddi quy\u1ebft \u0111\u1ecbnh ch\u00ednh.<\/td><\/tr>
                    S\u1ed1 \u0111i\u1ec7n tho\u1ea1i 2, 3<\/strong><\/td>C\u00e1c s\u1ed1 d\u1ef1 ph\u00f2ng.<\/td><\/tr>
                    Fax<\/strong><\/td>S\u1ed1 Fax (n\u1ebfu c\u00f3).<\/td><\/tr>
                    Email<\/strong><\/td>\u0110\u1ecba ch\u1ec9 nh\u1eadn th\u00f4ng b\u00e1o\/h\u00f3a \u0111\u01a1n.<\/td><\/tr>
                    Thu\u1ed9c t\u00ednh Email<\/em><\/td>\u2022 Ch\u00ednh:<\/strong> Email \u01b0u ti\u00ean.
                    \u2022 T\u1eeb ch\u1ed1i nh\u1eadn:<\/strong> Kh\u00e1ch y\u00eau c\u1ea7u kh\u00f4ng g\u1eedi qu\u1ea3ng c\u00e1o.
                    \u2022 Kh\u00f4ng h\u1ee3p l\u1ec7:<\/strong> Email b\u1ecb l\u1ed7i.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
                    C. Khu v\u1ef1c: Th\u00f4ng tin \u0111\u1ecba ch\u1ec9<\/h5>\n\n\n\n
                    T\u00ean tr\u01b0\u1eddng<\/strong><\/td>M\u00f4 t\u1ea3 ch\u1ee9c n\u0103ng<\/strong><\/td><\/tr><\/thead>
                    Qu\u1ed1c gia<\/strong><\/td>M\u1eb7c \u0111\u1ecbnh l\u00e0 Vi\u1ec7t Nam.<\/td><\/tr>
                    Khu v\u1ef1c<\/strong><\/td>Ph\u00e2n v\u00f9ng qu\u1ea3n l\u00fd (B\u1eafc\/Trung\/Nam).<\/td><\/tr>
                    T\u1ec9nh\/TP – Ph\u01b0\u1eddng\/X\u00e3<\/strong><\/td>B\u1eaft bu\u1ed9c ch\u1ecdn t\u1eeb danh s\u00e1ch<\/strong> \u0111\u1ec3 \u0111\u1ea3m b\u1ea3o chu\u1ea9n h\u00f3a d\u1eef li\u1ec7u b\u00e1o c\u00e1o.<\/td><\/tr>
                    \u0110\u1ecba ch\u1ec9<\/strong><\/td>Nh\u1eadp s\u1ed1 nh\u00e0, t\u00ean \u0111\u01b0\u1eddng, t\u00f2a nh\u00e0 c\u1ee5 th\u1ec3.<\/td><\/tr><\/tbody><\/table><\/figure>\n","protected":false},"excerpt":{"rendered":"

                    H\u01af\u1edaNG D\u1eaaN: QUY TR\u00ccNH T\u1ea0O M\u1edaI H\u1ed2 S\u01a0 KH\u00c1CH H\u00c0NG 1. M\u1ee4C \u0110\u00cdCH Quy tr\u00ecnh n\u00e0y h\u01b0\u1edbng d\u1eabn c\u00e1c b\u01b0\u1edbc nh\u1eadp li\u1ec7u \u0111\u1ec3 t\u1ea1o m\u1edbi h\u1ed3 s\u01a1 Kh\u00e1ch h\u00e0ng v\u00e0o h\u1ec7 th\u1ed1ng. Vi\u1ec7c nh\u1eadp li\u1ec7u \u0111\u1ea7y \u0111\u1ee7 v\u00e0 ch\u00ednh x\u00e1c ngay t\u1eeb \u0111\u1ea7u s\u1ebd h\u1ed7 tr\u1ee3 t\u1ed1i \u0111a cho vi\u1ec7c tra c\u1ee9u v\u00e0 b\u00e1o c\u00e1o […]<\/p>\n","protected":false},"author":8,"featured_media":0,"parent":2689,"menu_order":1,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-2791","docs","type-docs","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/docs.quantri.online\/index.php?rest_route=\/wp\/v2\/docs\/2791","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.quantri.online\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/docs.quantri.online\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/docs.quantri.online\/index.php?rest_route=\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.quantri.online\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2791"}],"version-history":[{"count":25,"href":"https:\/\/docs.quantri.online\/index.php?rest_route=\/wp\/v2\/docs\/2791\/revisions"}],"predecessor-version":[{"id":3056,"href":"https:\/\/docs.quantri.online\/index.php?rest_route=\/wp\/v2\/docs\/2791\/revisions\/3056"}],"up":[{"embeddable":true,"href":"https:\/\/docs.quantri.online\/index.php?rest_route=\/wp\/v2\/docs\/2689"}],"wp:attachment":[{"href":"https:\/\/docs.quantri.online\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2791"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/docs.quantri.online\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=2791"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}