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.
- General
- Wholesale Dealer
- Retail Dealer
- Public Institution
- Competitor
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 Proposal Management System menu.
The other information about the customer is recorded in the following tabs of the Customer window:
- Communication
- Sectors
- Accounts Receivable/Payable
- Other