Differenze tra le versioni di "Client Management"
(→Add a new Client) |
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| Riga 7: | Riga 7: | ||
The client management functions are available in <b>''/Clients Management/Clients/Clients''</b> | The client management functions are available in <b>''/Clients Management/Clients/Clients''</b> | ||
| − | This funtion enable the itmSUITE® ''Manager'' to Add, Copy or Delete a Client. | + | This funtion enable the itmSUITE® ''Manager'' to <b>Add</b>, <b>Copy</b> or <b>Delete</b> a ''Client''. |
| − | |||
=== Add a new Client === | === Add a new Client === | ||
| Riga 18: | Riga 17: | ||
# Bank Accounts | # Bank Accounts | ||
# Organizaion Units | # Organizaion Units | ||
| + | |||
| + | |||
=== 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. | ||
| + | |||
| + | The new client is name like "Copy of previous Client Name" and is created as inactive. | ||
| + | |||
| + | The itmSUITE® ''Manager'', can then modify the record and complete the information. | ||
=== Delete a Client === | === Delete a Client === | ||
Versione delle 12:57, 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 name like "Copy of previous Client Name" and is created as inactive.
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
