Differenze tra le versioni di "Client Management"
(→Copy a Client) |
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| 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 | + | 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 | + | 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 13:00, 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
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
