Client Management

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

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