Customers

💡These tutorials explain how to create and edit customers, set up their categories, Price Lists and budgets, and create their Quotations, Sales Orders and Delivery Notes.

Tutorials#

• Customer Budgets Tutorial: Shows how to create, edit and delete sales budgets for each customer.
• Customer Categories Tutorial: Shows how to create and edit Customer Categories.
• Creating and Editing Customers Tutorial: Shows how to create and edit customer records and job positions.
• Customer Price Lists Tutorial: Shows how to create Price Lists that apply markups or discounts to groups of customers.
• Quotations Tutorial: Shows how to create a Quotation, add lines, create versions, send it and copy it to a Sales Order.
• Sales Orders Tutorial: Shows how to create a Sales Order, add lines, and pass them on to production, purchasing, stock, delivery and invoicing.
• Delivery Notes Tutorial: Shows how to create a Delivery Note, arrange deliveries in batches, sign it on the Tracker app and invoice it.