1.2 KiB
Introduction
The Client Management module is an essential module for any ERP application. This module handles basic customer management and is deeply integrated into the Billing Modules.
Target Group
The target group for this module is the sales department for managing their customers.
Setup
This module doesn't have any additional setup requirements and can be simply installed through the module interface.
Features
Client master file
The module provides basic client data management
- Attach documents to clients
- Write notes for clients
- Overview of most recent notes, documents, invoices and sales statistics (requires Billing)
Attributes
Attributes allow you to define various item characteristics such as color, medical device class, segmentation, hazardous good, brand, model and many more.
Pricing
By installing the Billing module you can define multiple purchase and sales prices. Prices and discounts can be defined for individual items, customers and suppliers and for customer groups. You may also define quantity based prices.
Finance
Together with the Finance module you can define the taxes for each customer.