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

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4. Fill the required information for the client   
 
4. Fill the required information for the client   
 
* Check the box if the client is a company;   
 
* Check the box if the client is a company;   
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* Write the name of the company if the client is a company;   
+
* Enter the name of the company if the client is a company;   
−
* Write the title, the first name and the last name if the client is an Individual;   
+
* Enter the title, the first name and the last name if the client is an Individual;   
−
* Saisir les coordonnées du client (adresse, téléphone, courriel, etc.);   
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* Enter the client's informationt (address, phone, email, etc.);   
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* Ajouter les relations si nécessaire (surtout pour les compagnies);   
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* Add relations if required (especially for companies);   
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* Documenter les caractéristiques et catégories si nécessaire.   
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* Document the characteristics and the categories if required.   
  
 
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Revision as of 15:00, 11 November 2016

ProDon Procedure to add a client


Caution : This document is for the ProDon 5 version only.


Introduction

This procedure is the simplified process to add a client in ProDon.

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


Add a client

1. Go to Client Management ProDon5 Add client 001.png or Client menu "Clients" / " ProDon5 Add client 002.png Clients"

2. Go to the "Clients" tab

3. Click on Bouton +.png to add a new client

4. Fill the required information for the client

  • Check the 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 informationt (address, phone, email, etc.);
  • Add relations if required (especially for companies);
  • Document the characteristics and the categories if required.

5. Une fois que toutes les informations nécessaires sont remplies, cliquer sur Fichier:ProDon5 Ajout client 003.png


Template:BasPage ProDon Version

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