Client administration
Create and maintain clients in QUANTICAL.ERP - master data with address and billing e-mail, assign projects and keep the client list in view.
The client is the recipient of your invoices. Its address appears on every invoice, dispatch goes to its billing e-mail, and it bundles its projects in billing and controlling. You find the clients under Administration > Clients.
The client list
The list shows per client Code, Name, Contact Person, Billing Email and the number of Projects. The link in the name opens the client. In the Actions column the list icon assigns projects, the pencil opens the client, the bin deletes it. Deleting works only as long as no project is assigned to the client.
Create a client
Client code, name, contact, billing e-mail and the address that appears on the documents.
Assign projects
Assign existing projects to a client, from the list or inside the client.
What else the invoice needs, such as payment terms, order number and billing type, belongs to the project, not to the client. The overview is under Master data for billing.
Budgets
Create project budgets in QUANTICAL.ERP - name, amount, currency and period per budget as the basis for budget planning, resource overview and controlling.
Create a client
Create a new client in QUANTICAL.ERP - every field of the New Client dialog with requirement and meaning, from the client code to the address on the invoice.