ProDon Procedure to add a client

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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.

5. 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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