This tab contains general information about the Client. For guidelines on using the fields, see Detail form.

 

• Client (required): Username Client, unique to the application.
• Name : Name of the Client.
• Client father : Code du Client parent to which the Client.
• Status : Status of Client.
• Prospect : Check this box if this is a prospect.
• Type : Select the type of Client Work, Purchase, both. This allows you to use the record Client for the work order process, the purchasing process, or both. The type determines which fields are displayed in the General Information group (see below).
• Company : Indicates the company related to ClientInformation subject to Budget constraints, if specified.

 

General Information

• Reference Client : Reference Client.
• Family Client : Family to which the Client.
• Maintenance Manager : Agent Manager of Client Work-related. Provided for informational purposes only.
• Invoicing for work : Check this box if work orders are invoiced to Client. (dedicated to the "Work" category)
• Quote validity period (days) : The validity period of a quote after it is generated/sent (in number of days). (dedicated to the "Work" category)
• Organization : Organization related to the Client.
• Purchasing Manager : Agent Manager of Client purchasing-related. Information included in the purchasing process.
• Budget : Budget related to Client. Information provided by the company, if available.
• Cost center : Cost center from Client.

 

Main address

You can enter the number and the designation (Bis or Ter) if necessary. Then,

• Enter the address, ZIP code, city, state, and country;
• Or, select a public worksIn this case, the fields (address, etc.) are filled in automatically.

 

Additional Information

• Group : Group to which the Client.
• NAF Code : French Activity Classification Code.
• SIRET No. : Consisting of 14 digits, it geographically identifies a company’s location.
• Accounting code : Used to allocate sales revenue to this Client, see Accounting code .
• Headcount : Number of employees in the company.
• Site Web : Site address: Client.

 

Contacts Client

You can contact the appropriate person at the Client specifying their function.

• View all contacts for customers related : Check this box if you want to display the contacts of the group to which the Client.
• Contact the group : Check this box if this contact Client is part of the group.