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This text refers to program version 8.4  

Create Menu - Quotation - Add Customer

This page describes the 'Add Customer' function on the Create menu in the Invoice 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 a Quotation. 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 Quotation, 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 Quotation. Please refer here for full details about the Contact register.

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The Quotation register in Standard ERP:

• Introduction
  

• Entering a Quotation
  

• Controlling Prices in Quotations
  

• Inspecting and Changing Quotations
  

• Printing Quotations
  

• Operations Menu
  

• Create Menu, including:
  
  • Order
    

  • Invoice
    

  • Workflow Activity
    

  • Email
    

  • Project
    

  • Project Budget
    

  • Work Sheet
    

  • Credit Agreement
    

  • Add Customer
    

  • Add Item
  
  
• Row Menu

Go back to:

• Home page for Quotations module manual
  

• Home page for Standard ERP manual

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