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Quotes and Orders ยท Tenant admin

Add a client

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Steps

  1. Open Manage > Records and choose Client.
    The Record types list in Manage, Records, with Client outlinedThe Record types list in Manage, Records, with Client outlined
  2. Press Add client.
    The Clients list with the Add client button outlinedThe Clients list with the Add client button outlined
  3. Fill in Name, and Contact name, Contact email, Phone and VAT number if you have them. Set Active to Yes.
    The New client form filled in, with Name, Contact name, Contact email and Phone outlinedThe New client form filled in, with Name, Contact name, Contact email and Phone outlined
  4. Press Add client.

What you will see

The client offered under Client on the quote form, and listed on the Clients tab of Quotes.

Common problems

  • Someone quoting added the client. Anyone quoting can add a client too, with Add a client under Client on the quote form or on the Clients tab. A client added by someone who cannot edit clients shows Not committed yet until somebody who can presses Commit it. It can be quoted meanwhile.