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Customer Center

Customer Center

1. To create a new Customer, go to Customer Center from listing page and click Add Customer.

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2. You have to fill out all asked information while creating new customer;

3. You may enter Account, Address, Financial and Additional informations respectively;

4. In More button you may Receive Payment, AddPrepayment with Prepayment List;

5. In Action Bar you may see Customer summary, Edit customer with remove Customer and you may Add Sales Quote and Order with Sales Invoice;

 

6. By editing Customer information also you may send Sales Quote and Invoice, Activities, Cases and Tasks

See also

Help documents