The customer information is recorded in the Customer window accessed by clicking on "New" button located at the bottom of the Customers list. :
The upper fields of the record display the general information of the customer. The information and functions are as follows:
Code: The code of the potential customer for whom a sales operation is planned.
Title: The field used to record the name or the title of the customer.
Category: The field used to group customers by field of activity or tracking operations. The default options of this field are given below.
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The appropriate option is selected for the customer or group. The options displayed in this field are recorded using the Customers option located in the Categories section of the Sales &Distribution Proposal Management System menu.
The other information about the customer is recorded in the following tabs of the Customer window:
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