Customer quotes, let's complete the document header

• Mention the customer and the desired contact:

• To find the customer you want, simply enter the first few letters. An advanced search menu will then appear.

Depending on the customer and the default parameters defined in the customer, the system will place the key sales information defined in the order customer in order to build your offer.

We invite you to view this information retrieved from the customer file in the Plus tab. For the commercial part :

For the financial part :

For the classification part (CRM) :

Depending on the customer and the default parameters defined in the customer master, the system will set up a contact flow for processing in the sales chain.

Go to the Customer address tab to view this information.

Example: Here, nothing special has been defined, so delivery and billing addresses are identical.

A fingerprint of the client’s addresses is taken. This will give you the historical addresses attached to this document.

Back in the main tab, I complete the essential tracking data:

If everything is correctly encoded in the customer file, the sales agent will be automatically specified.