Potential customers are saved with Potential Customers option located under the Definitions menu of the Sales Management module. An AR/AP record is generated with the information entered in the potential customer form provided both parties reach an agreement at the end of the negotiations.
You can define a potential customer record or modify the existing definitions by using the options in Potential Customers browser, Attached Records menu, Info menu and right click menu options.
| New | Used to record potential customers. | |
| Update | Used to update potential customers. | |
| Delete | Used to delete potential customer records one by one or in batches. | |
| View | Used to view record information. | |
| Copy | Used to copy definition information. | |
Convert to AR/AP | Used to generate an AR/AP record if an agreement is reached and the potential customer becomes a permanent customer. | ||
Change Status | Used to modify the status of the record. | ||
| Attached Records | ||
|---|---|---|---|
Contact List | Used to record the contact persons of the customer. | ||
| Info | ||
Record Information | Displays the time and the user of the first registry and the last modification of the potential customer definition. | ||
Record History | Used to list recording history by some info such as user, company, date, etc. | ||
Refresh | Used to refresh the potential customers list. | ||
Preferences | |||
Line Colouring | Used to colour the lines of potential customers list according to the specified criteria. | ||
Back to Defaults | Used to return the window dimensions into the application default. | ||
Save Settings | Used to save potential customers list settings. | ||
Save General Settings | Used to save general settings. | ||
Number of Records | Lists the number of recorded potential customers. | ||
Reporting | |||
List Report | Used to report the records of potential customers list collectively. | ||
Grouped List Report | Used to list the potential customer records by grouping them according to column headings. | ||
Selection | |||
Select All | Used to select all records in potential customers list. | ||
Clear All Selections | Used to clear all selections. | ||
Toggle Selection | Used to toggle the selections in the list. | ||
Table Characteristics | Used to record the columns to be displayed on the Potential Customers and their order. |
