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General considerations
General considerations

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General considerations
General considerations


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titleIdentification

In this section you will enter the main information allowing you to identify your customer:

  • Company name* - alpha - usually the name of the company, it can also be the name and surname of an individual for your B-to-C customers.

  • Abstract* - alpha - shorter version of the customer name, allowing for easier identification across all programs in the application.

  • Customer type - boolean - if you tick the box, you will specify that this record is a prospect, not yet a customer.

  • Customer family - dropdown list - also known as customer groups, they make a nice axis for sales analysis.

  • Language- dropdown list - this will allow you to issue documents in a language appropriate for the customer.

  • Website - alpha - link to a website, that of your customer or a link to their BVD Info / Thomson Reuter / Kompass record.

  • General comment - text area - this text allows you to store internal information about the customer.

  • Customised comments - collection of text areas - these are specific comments you want to add systematically when you create a dynamic record related to this customer (e.g. quotation, sales order, despatch note, etc.).

  • List of addresses - collection of references to another entity - they allow you to store as many addresses as you deem necessary.


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titleMore on prospects

Prospects can prove useful when searching for a specific prospect. Prospects can only be used for opportunities and quotations. Identifying a company or individual as such prevent you from placing an order or anything downstream in the sales process. 


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titleMore on language

Quite obviously, if you sell abroad, you are going to need to specify the language in which you want your reports to be printed for any given customer. Although this information is valid for the entire customer you can refine it at the address level to address broader customers that are present in several countries. It is especially useful when HQ place an order which will be despatch and invoiced elsewhere in the world.


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titleMore on addresses

You can store up to three addresses more important than others:

  1. The main address where you will send your acknowledgment of the order.
  2. The main delivery address, where you would usually send products to. It can be on the same site as the main address, but a different recipient, or a different gate.
  3. The main invoicing address. The same comment applies: it can be the same site as the main address, but a different recipient, letter box.







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titleSales follow-up




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titlePricing and invoicing




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titleFinancial information