Quick Customer Registration

[To Manage Sales Quotation] [To Manage Customer Order] [To Follow-up and Analysis, Sales] [To Sales, Customer Scheduling] [To Customer Order Delivery] [To Shipment Delivery] [To Sales, Service Management]

Usage

Use this dialog box to enter new customers directly in connection with order, quotation or business opportunity entry. The quick customer registration for the category Customer is performed by copying information from template customers to new customers. Quick customer registration for the category Prospect does not use a template and you will have to specify all the information.

Activity Diagrams

Enter Customer Order
Enter Customer Order, CTO
Enter Sales Quotation
Enter Sales Quotation, CTO

Activities

Enter Quotation Order Header
Enter Customer Order Header