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This text refers to program version 8.4  

Create Menu - Opportunity - 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 an Opportunity. 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. 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 Opportunity. Please refer here for full details about the Contact register.

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The Opportunity register in Standard ERP:

• Introduction
  

• Entering an Opportunity
  

• Controlling Prices in Opportunities
  

• Inspecting and Changing Opportunities
  

• Operations Menu
  

• Create Menu, including:
  
  • Workflow Activity
    

  • Quotation
    

  • Sales Order
    

  • Invoice
    

  • Add Customer
    

  • Add Item
  
  
• Row Menu

Go back to:

• Home page for CRM module manual
  

• Home page for Standard ERP manual

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