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Customer

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Location: File arrowrgray Customer

 

Prerequisites:

Company type (SE Administration)

Optional:

Document (SE Document)

 

Overview:

Customers may be understood as all natural/legal persons that usually buy or use the products and services of the organization. Use this menu to record all the customers of the organization that may be associated with the storerooms.

 

Specific buttons:

new

Click on the arrow placed next to this button and select the corresponding option, to add a new customer or associate a registered customer with another SE Suite component. See more details about this operation in the Creating companies section.

edit

Click on this button to edit a customer. Select the desired record before clicking on the button.

delete

Click on this button to delete a customer. Select the desired record before clicking on the button.

report_config

Click on the arrow next to this button to configure and issue the report options available for the menu in question.

status

Click on this button to enable/disable the record selected on the main screen. To view the disabled records, use the "Status" field of the General filter in the search filter panel.

 

Use the "Search filters" to easily retrieve records based on specific information.