Customer button

From this button you can manage quotations based on the customer. The customer button shows a list of customers and a number of tabs displayed detailed customer information.

Available views Description
Customer

The customer window shows a list of all customers. The following options are available:

  • Addresses

  • Create a new quotation

  • Change

  • Copy

  • Delete

  • Display

  • Text.

Basic information This tab displays address information for a customer.
Locations This tab displays a list of customer sites with information around the site address.
Customer Details This tab displays a detailed customer information like customer group, currency, delivery terms etc.
Financial information This tab displays customer financial data like payment terms and credit limits.
Invoices This tab displays a lists of all invoices related to a customer.
Text This tab displays all text information connected to a customer.
Quotation This tab display all open quotations for a customer. Most of the options related to a quotation are possible from here.