Differenze tra le versioni di "Client Management"

Da itm wiki.
(Copy a Client)
Riga 21: Riga 21:
  
 
=== Copy a Client ===
 
=== Copy a Client ===
To create a new client as a copy of an existing is necessary to select a client , using the check box present near the client and select the COPY button.
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To create a new client as a copy of an existing is necessary to select a client , using the check box present near the client and select the <b>COPY</b> button.
  
The new client is name like "Copy of previous Client Name" and is created as inactive.
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The new client is named like "Client Name_copy" and is created in status ''Provisory''.
  
 
The itmSUITE® ''Manager'', can then modify the record and complete the information.
 
The itmSUITE® ''Manager'', can then modify the record and complete the information.

Versione delle 12:58, 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

To create a new client as a copy of an existing is necessary to select a client , using the check box present near the client and select the COPY button.

The new client is named like "Client Name_copy" and is created in status Provisory.

The itmSUITE® Manager, can then modify the record and complete the information.

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