Order and customer management

Order Management

• Order management - Copy and move an existing document
• Define "recurring invoices"
• Create and process “Offers”
• Create and edit “offers”

Clients

• Import customers and articles
• Assign customers to a price category (e.g. top customers)
• How can I add a billing address?
• How can I register a customer from abroad?

Documents

• Create an individual layout
• Create a collective invoice from several delivery notes
• Numbering of documents in the order management
•  How to create a prepayment?
• How do I create or edit a document in Order Management?
• How many offers can be created and managed in the program?