Differenze tra le versioni di "Client management"
Da itm wiki.
(→Adding, editing and cancelling Client) (Etichetta: visualeditor) |
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| Riga 15: | Riga 15: | ||
itmSUITE® manages the states of the ''client'' who may be the following: "Provisory", "Billable", "Inactive", "Canceled". In the following table are summarized minimum information required for each state and interactions with other itmSUITE® functions. | itmSUITE® manages the states of the ''client'' who may be the following: "Provisory", "Billable", "Inactive", "Canceled". In the following table are summarized minimum information required for each state and interactions with other itmSUITE® functions. | ||
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| + | ! Status !! Minimal Information !! Interactions | ||
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| + | | Provisory || [[RAGIONE SOCIALE, LINGUA]] || Questo stato abilita l’utilizzo dei clienti in PSM che quindi possono essere associati a progetti, servizi, risorse, ecc. In questo stato, non è possibile fatturare prestazioni sui clienti. | ||
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=== Sales Contract === | === Sales Contract === | ||
Versione delle 09:59, 6 mag 2015
This function of itmSUITE® enable the user to manage:
- Clients registry
- Sales Contract
Client registry
This functionality enable the user to manage client data. This function can be call be menu Clients Management / Clients
The actual display of client depends on user role
Adding, editing and cancelling Client
Adding of new client can be done directly from the main menu, or from the client list view.
Once called the add function the system shown a session with five information'tab to be managed: General, Addresses, Contacts, Banks, Organizations Units.
itmSUITE® manages the states of the client who may be the following: "Provisory", "Billable", "Inactive", "Canceled". In the following table are summarized minimum information required for each state and interactions with other itmSUITE® functions.
| Status | Minimal Information | Interactions |
|---|---|---|
| Provisory | RAGIONE SOCIALE, LINGUA | Questo stato abilita l’utilizzo dei clienti in PSM che quindi possono essere associati a progetti, servizi, risorse, ecc. In questo stato, non è possibile fatturare prestazioni sui clienti. |
