Customer manage
modified:You could manage all information about Customer: Contact information, Customer Employees, Supervisors and ect.
How to create Customer Employee
How to create Customer Document
Customers Options |
Now you can see Customer Option
Here you could add information about Customer.
| Button | What does it indicate? |
 | You could set if Customer is Debtor |
 | You could set if Customer need strict Quality control |
 | You could set if Customer pay in advance |
 | You could set if you would like to remind Customer about payment delays with Notification. If checkbox is not checked ( ), this customer doesn't get Notification. For more information how to create notification Payments delays, please visit here |
Customers Employees |
Here you could see, add (
), edit (
) and delete (
) Customer's Employees
 How to create new Customer Employee? |
If you would like to create new Customer Employee, press 
and create it.
1. To create new Customer Employee, you need press :
2. In dialog table Enter First and Last names;
3. Press 
Now you can see Customer Employee Options
| Button | What does it indicate? |
 | You could choose how to contact Customer Employee |
 | You could choose Department from Department list |
 How to create User account? |
1. If you would like to create User account, you need to press 
Now you can see fields for Username and Password
2. Enter Username and Password
3. Press
Customers Supervisors |
Here you could see, add (
) and delete (
) Customer Supervisors
Customers Confirmations |
Here you could see, create (
), enable (
), edit (
), and delete (
) theOrder Confirmations. For more information, please visit here
Customers Sales Event |
Here you could see, create (
), tag (
), see summarise (
), edit (
), copy (
) and delete () the Sales Event
For more information about Sales Event, you could see here
Customers Orders |
Here you could see, create (
), tag (
), copy () and edit (
) the Order
Customers Order Proposal |
Here you could see, create (
) and delete () the Order Proposal, see (
) which Order proposal is Order
Customers Documents |
Here you could see, create (
), increase (
), edit (
) and delete () document
 How to create new Customer document? |
1. If you would like to create new Customer document, you need to press 
2. In dialog table:
2.1. Enter name;
2.2. Enter Author;
2.3. Choose Type:
- Document;
- Invoice;
- Bill of lading;
- Contract;
- Order Confirmation
3. Upload file;
4. Press 
Customers Payments |
Here you could see, create (
) and edit (
) Customer projects
How to create new Project, you could see here
Customers Projects |
Here you could see, create () and edit () Customer projects
How to create new Project, you could see here
Customers Invoices |
Here you could see (
) Customer invoices
Customers Logins |