Dino

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m (moved Contacts to Customers)
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[[image:finestraarchiviocontatti.png|500px|thumb]]
[[image:finestraarchiviocontatti.png|500px|thumb]]
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{{NB|To access this window from Opera Job Management: open ''Jobs'' menu, then select ''Customers''}}
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{{NB|To access this panel in Opera Job Management: from the ''Jobs'' menu, select the ''Customers''.}}
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This archive works as a contact database. A contact can be saved as ''Customer'', ''Supplier'', ''Agent'' or ''Other.  
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This file is for recording or editing customer master records.  
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It is very useful because it allows to automatically compile the heading data of various formas, for example the supplier information in the order of material.
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The contents of the framework are described below:
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Content description:
 
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*'''Key, Type, Order by''': These boxes facilitate and speed up the search for a specific supplier, and to order suppliers in the way that best meets the operator’s needs.  
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*'''Name, Address, Postcode, City, Country, State, VAT number, Tax code, Tel #1, Tel #2, Cell#, Fax, E-mail, Skype:''': These are the master data of the holder of the document.
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*'''Main Contact''': It is the name of a person to refer to in customer contacts.
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*'''Note''': Useful box for entering some notes about the client.
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* '''Area''': The zone to which the client belongs. More on this topic can be found on the page on [[Area]].
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* '''Agent''': The code of the agent intervening in the sale. See the guide on [[Agents]] for more information.
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* '''Activities''': The client's [[activity|activity]] code. 
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* '''Discount''' It is the percentage discount that is generally intended to be applied to the customer.
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* '''Payment Conditions.''':  It is possible to set a payment mode that you intend to apply to the customer by detecting it from the archive of [[payment types|payment types]].
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*'''Bank''': The name of the bank at which the customer is served. This name can be shown on both the printout of the customer's transaction sheet and the printout of invoices and Bills of Lading.
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{{NOTE| If you wish to report the name of the bank on the printout of the different documents, in addition to filling in the relevant field in the Customer Archive, you must activate the print field in the Data Coordinates frame and set the fincature in the layout you have chosen to use within the [[document layout|document layout]] archive.}}
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* [[File:tastostampa2.png]]: It starts the Archive of suppliers’ printout: user has at his disposal two types of prints: '''List''' or '''Phone directory'''.
 
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The first one prints out a list in alphabetical order of the stored suppliers; the second one prints out a phone direcotry, where the suppliers are divided in sheets marked according the alphabetical letters on which they belongs.
 
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*'''Code''': This is the code assigned to a supplier automatically by the program, but it can be changed.
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*'''Name, Address, Post Code..''': This includes the supplier’s registry data.  This data is used every time an order for the supplier is printed.
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[[category:JM/Manuale]]
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*'''Tax reg., Fisc. code''': These are the supplier’s commercial data
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[[category:AM/Manuale]]
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*'''Referent''': It reports the name of the supplier’s referent
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*'''Phone #1, Phone.#2, Cell. Fax , E-mail, Notes''': These are the traceableness data of the supplier
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*'''Discount''': The percentage discount applied by the supplier
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*'''Payment Terms''': This indicates the payment terms agreed with the supplier (e.g.:30-60 days\60-90 days).
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<!-- HELP: AM/W10027 -->
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*'''Bank''': It is the bank on which the supplier refer to.
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*'''Currency'''[[File:tastoc.png]]: This indicates the currency in which the supplier is to be paid.
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*'''Lead Time''': This is the time taken for a supplier to deliver the item concerned.
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*'''Print valued order''': If activated this function prints the order alongwith the cost of material
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*'''Do not print FPC''': If active, the print order will not be attached to FPC.
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* [[File:tastoopzioni2.png]]: This function rely on the option management settled on the accessories. If the client use hardware with particular features, they can be managed directly upon the supplier
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<!-- HELP: JM/W10027 -->
<!-- HELP: JM/W10027 -->
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[[Category:JM/Manual]]
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<!-- HELP: JM/W20027 -->

Revision as of 15:24, 10 July 2024

Note N.B: To access this panel in Opera Job Management: from the Jobs menu, select the Customers.

This file is for recording or editing customer master records. The contents of the framework are described below:


  • Name, Address, Postcode, City, Country, State, VAT number, Tax code, Tel #1, Tel #2, Cell#, Fax, E-mail, Skype:: These are the master data of the holder of the document.
  • Main Contact: It is the name of a person to refer to in customer contacts.
  • Note: Useful box for entering some notes about the client.
  • Area: The zone to which the client belongs. More on this topic can be found on the page on Area.
  • Agent: The code of the agent intervening in the sale. See the guide on Agents for more information.
  • Activities: The client's activity code.
  • Discount It is the percentage discount that is generally intended to be applied to the customer.
  • Payment Conditions.: It is possible to set a payment mode that you intend to apply to the customer by detecting it from the archive of payment types.
  • Bank: The name of the bank at which the customer is served. This name can be shown on both the printout of the customer's transaction sheet and the printout of invoices and Bills of Lading.
Note NOTE:
If you wish to report the name of the bank on the printout of the different documents, in addition to filling in the relevant field in the Customer Archive, you must activate the print field in the Data Coordinates frame and set the fincature in the layout you have chosen to use within the document layout archive.
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