If a new client is set up in the system, a number of settings must be made. These include Creating the client in the client master (see also Creating Clients) Storage of shipping profiles (see also Creating Shipping Profiles) If necessary, create packaging material (see also Creating Packaging Material). Configure clients in the client master: […]
Via “Master data- > Form master data” you can assign “Delivery notes” as templates to a client. First, change by clicking on the blue “Client” button to the client mask. You must then select the client to which you want to assign forms. Scroll down until you see the “Delivery note” table on the left. […]
You can assign documents, such as barcode forms, to a client using “Master data >form master data”. First, change by clicking on the blue “Client” button to the client mask. You must then select the client to which you want to assign forms. In the following list, you can store documents for each “template […]
Via “Master data- >Client master data” a list with all known clients is loaded. In the client list, there is a “Edit” button in the “Actions” column. Here you can optionally store additional data for the respective client. The field “Barcode” is filled automatically when creating a new client, but can be adjusted manually. Finally, […]
Via “Master data- >Client master data” a list with all known clients is loaded. You can use the “Filter” function to restrict the list displayed. With the button “New” you can add a new client to the list. All you have to do is enter a company name in the field provided.