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Juhend HansaWorld Enterprise'i versioonile 8.3  

Create Menu - Sales Order - Add Customer

This page describes the 'Add Customer' function on the Create menu in the Sales Order record window. If you are using iOS or Android, the 'Add Customer' function is on the + menu.

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The 'Add Customer' function provides an easy way of creating a new Customer record in the Contact register while looking at an Order. When you select the function from the Create menu (Windows/Mac OSX) or + menu (iOS/Android), the 'Contact: New' window will be opened immediately. The Customer check box will be ticked by default. If you entered a Customer Name, Invoice Address and/or Payment Terms in the Order, those details will be copied to the new Contact as well. Enter the new Customer's details and click [Save] (Windows/Mac OS X) or tap √ (iOS/Android). The new Customer will be saved, the window will be closed and the new Customer Number and other details will be entered in the Order. Please refer here for full details about the Contact register.

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The Sales Order register in Standard ERP:

• Introduction
  

• Entering a Sales Order
  

• Controlling Prices in Sales Orders
  

• Inspecting and Changing Sales Orders
  

• Printing Sales Orders
  

• Operations menu
  

• Create menu, including:
  
  • Delivery
    

  • Invoice
    

  • Down Payment Invoice
    

  • Purchase Order
    

  • Workflow Activity
    

  • Email
    

  • Project
    

  • Project Budget
    

  • Returned Goods
    

  • Stock Movement
    

  • Request Approval
    

  • Cancel Approval Request
    

  • Add Customer
    

  • Add Item
  
  
• Row menu

Go back to:

• Home page for Sales Orders manual
  

• Home page for Standard ERP manual

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