Difference between revisions of "ProDon Procedure to add a client"

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(→‎Add a client)
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'''<u>Caution</u>''' : This document is for the '''''version 5''''' of ProDon only.
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'''<u>Caution</u>''': This document is only for the '''''version 5''''' of '''''Prodon'''''.
  
 
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===  Introduction ===
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== Introduction ==
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This procedure is the simplified process to add a client in ProDon.  
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This procedure is the simplified process for adding a new client in '''''Prodon'''''.  
  
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For more explanation about Client Management, go to "[[ProDon:Client Management|Client Management"]].  
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For more explanation about Client Management, go to [[ProDon:Client Management|" Client Management "]].  
  
 
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=== Add a client  ===
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== Add a client  ==
  
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{| width="750" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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{| class="wikitable" width="750" cellspacing="1" cellpadding="1" border="1"
 
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1. Go to Client Management [[File:ProDon5 Add client 001.png|57x57px]] or "Client" menu / " [[File:ProDon5 Add client 002.png|frameless]] Clients"  
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1. Go to Client Management [[File:Prodon5 Add client 001.png]] or " Client " menu / " [[File:Prodon5 Add client 002.png|frameless]] Clients "  
  
 
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2. Go to the "Clients" tab  
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2. Go to the " Clients " tab and click on the [[Image:Bouton +.png]] button to add a new client.
  
 
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3. Click on  [[Image:Bouton +.png]] to add a new client
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3. Fill in the required information for the client:   
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4. Fill the required information for the client:   
 
 
* Check the company box if the client is a company;   
 
* Check the company box if the client is a company;   
 
* Enter the name of the company if the client is a company;   
 
* Enter the name of the company if the client is a company;   
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* Enter the client's information (address, phone, email, etc.);   
 
* Enter the client's information (address, phone, email, etc.);   
 
* Add relations if required (especially for companies);   
 
* Add relations if required (especially for companies);   
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* Document the characteristics and the categories if required.   
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* Document the characteristics and the categories if necessary.   
  
 
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5. Once all required information have been entered, click on [[File:ProDon5 Add client 003.png]]  
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4. Once all the required information has been entered, click on [[File:Prodon5 Add client 003.png]]  
  
 
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{{Footer_ProDon_Version|5.0.2.11}}
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{{Footer_ProDon_Version|5.0.5}}

Latest revision as of 07:17, 15 October 2018

ProDon Procedure to add a client


Caution: This document is only for the version 5 of Prodon.


Introduction

This procedure is the simplified process for adding a new client in Prodon.

For more explanation about Client Management, go to " Client Management ".


Add a client

1. Go to Client Management Prodon5 Add client 001.png or " Client " menu / " Prodon5 Add client 002.png Clients "

2. Go to the " Clients " tab and click on the Bouton +.png button to add a new client.

3. Fill in the required information for the client:

  • Check the company box if the client is a company;
  • Enter the name of the company if the client is a company;
  • Enter the title, the first name and the last name if the client is an Individual;
  • Enter the client's information (address, phone, email, etc.);
  • Add relations if required (especially for companies);
  • Document the characteristics and the categories if necessary.

4. Once all the required information has been entered, click on Prodon5 Add client 003.png


Document name: ProDon Procedure to add a client
Version : 5.0.5

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