Customers

Customers

Sales tool maintains a customer database accessible across all the projects. Once a customer record is made, it can be repeatedly used while making quotations or invoices. The Customers record has fields for name, address, phone number, fax number, e-mail and credit limit. A customer lookup dialog is provided to select the required customer record from the customer list while making Quotations or Invoices. The Customers tool displays the list of customers in one block and the details of a selected customer as another block. A customer can be selected by clicking it from the list. To create a new customer record, press the plus (+) button. This will prompt empty data fields. Fill the information for name, address, phone, fax and e-mail, etc. Press the ‘Save’ button to store the new customer record. A selected customer’s details can be edited by pressing the ‘Edit’ button and when the ‘Delete (x)’ button is pressed, the selected customer record will be deleted after confirmation.

Customer-details

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