Differenze tra le versioni di "Client Management"

Da itm wiki.
(Created page with "== Client == All the functions present enable an application manager to set: # Client Master data # Sales Contract")
 
Riga 3: Riga 3:
 
# Client Master data
 
# Client Master data
 
# Sales Contract
 
# Sales Contract
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== Client Master Data ==
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The client management functions are available in <b>''/Clients Management/Clients/Clients''</b>
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This funtion enable the itmSUITE® ''Manager'' to Add, Copy or Delete a Client.
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=== Add a new Client ===
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The client form present five tabs:
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# General
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# Addresses
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# Contacts
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# Bank Accounts
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# Organizaion Units
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=== Copy a Client ===
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=== Delete a Client ===
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The client deletion is a logical operation. Before delete the client the Manager has to  declare that All the Invoice has been Issue (AII)and set the status to Inactive or Cancelled
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== Sales Contract ==

Versione delle 12:52, 23 mag 2018

Client

All the functions present enable an application manager to set:

  1. Client Master data
  2. Sales Contract

Client Master Data

The client management functions are available in /Clients Management/Clients/Clients

This funtion enable the itmSUITE® Manager to Add, Copy or Delete a Client.


Add a new Client

The client form present five tabs:

  1. General
  2. Addresses
  3. Contacts
  4. Bank Accounts
  5. Organizaion Units

Copy a Client

Delete a Client

The client deletion is a logical operation. Before delete the client the Manager has to declare that All the Invoice has been Issue (AII)and set the status to Inactive or Cancelled


Sales Contract

Estratto da "http://wiki.itmsuite.eu/index.php?title=Client_Management&oldid=3789"