Differenze tra le versioni di "Client Management"
Da itm wiki.
(→Add a new Client) |
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| Riga 12: | Riga 12: | ||
=== Add a new Client === | === Add a new Client === | ||
| − | The | + | The Client form present five tabs: |
# General | # General | ||
# Addresses | # Addresses | ||
Versione delle 12:52, 23 mag 2018
Indice
Client
All the functions present enable an application manager to set:
- Client Master data
- 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:
- General
- Addresses
- Contacts
- Bank Accounts
- 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
