This customer sheet gives you access to the history of: billing management, contact management, quote management, customer invoice management.
The tabs of the client management application
General | Bank details and information |
Sales data | Conditions of sale specific to the customer (choice of document capture in TTC ...) |
Contacts | Client contact list |
Ratings | Associate one or more rankings with the customer |
Attachments | List of selected external file shortcuts |
Folder | Display the contents of a selected folder |
Comments | List of customer-specific comments based on sales items |
Custom fields | Allows you to fill user-defined fields |
Delivery | List of delivery addresses |
Business Tracking | List of Business Actions |
History | invoice quote, express invoice quote, |
Commercial | List of sales representatives attached to the customer |
Fields with a red tag are required
Common part: | Reference; Name; Accounting account |
General tab: | Country |
Sales Data tab: | Payment method |
Click on the Validate button to save the card.
TUTO FLEXIGESTION CUSTOMER SHEETS SUPPLIERS