Customer manage

You can manage all information about the customer: Contact information, Customer Employees, Supervisors and etc.

Customer Options

Debtor

Strict Quality Control

Payment in advance

Remind Payments delays

Customer Employee

How to create Customer Employee

Customer Supervisors

Customer Confirmations

Customer  Sales Event

Customer Orders

Customer Order Proposals

Customer Documents

How to create Customer Document

Customer Payments

Customer Projects

Customer Invoices

Customer Logins

Here you can see the customer options

In this tab you can:

Button	What does it indicate?
	You can set if a customer is Debtor
	You can set if a customer needs strict Quality control
	You can set if a customer pays in advance
	You can set if you'd like to remind customers about payment delays with a notification. If the checkbox is not checked (), this customer will not get notifications. For more information on how to create notifications for Payment delays, please visit here

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Here you can see, add (), edit () and delete () customer's employees

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To create a new customer employee:

1. Click on "+"

2. In the dialog table enter the first and last names

3. Click "Create"

Now you can see the customer employee options

Button	What does it indicate?
	You can choose how to contact the customer employee
	You can choose a department from the department list

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How to create User account?

1. To create a user account, click

2. Enter a username and password

3. Click on  again

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Here you can see, add () and delete () Customer Supervisors

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Here you can see, create (), enable (), edit (), and delete () the order confirmations. For more information, please visit here

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Here you can see, create (), tag (), see summarize (), edit (), copy () and delete ()  sales events

For more information about sales events, you can see here

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Here you can see, create (), tag (), copy () and edit ()  orders

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Here you can see, create () and delete ()  order proposals,also see () which order proposal is already an order

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Here you can see, create (), increase (),  edit () and delete () document

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1. To create a new customer document, click on "+"

2. In the dialog table:

    2.1. Enter a name;

    2.2. Enter the author;

    2.3. Choose a type:

• Document;
• Invoice;
• Bill of lading;
• Contract;
• Order Confirmation

3. Upload a file;

4. And click on

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Here you can see, create () and edit () customer projects

To learn how to create a new project, see here

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Here you can see, create () and edit () customer projects

To learn how to create new Project, you can see here

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Here you can see () customer invoices

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