Client Management

Da itm wiki.

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

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