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:
|
| 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. |