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