How to add a new customer in SuperOffice
Add a new customer into SuperOffice to synch with Scala, bla bla bla.
Step-by-step
- Go to Company
- Click ”New”
- Add Company information:
- Company name,
- Address,
- Contact details,
- Our contact,
- Category,
- Scala Number,
- Business,
- Customer Support,
- DTAM,
- Overall relationship
- Add General Facts:
- Classification
- Domestic delivery time
- Delivery terms
- Way of delivery
- Terms of payment
- Quote valid
- Invoice currency
- Add Interests
- Save
Explanations
- Business: Read about the difference customer businesses here: http://ncabshare/wiki/oc-2/, http://ncabshare/wiki/ems/, http://ncabshare/wiki/odm/
- Category: Read more about customer categories in the NCAB Wiki here: http://ncabshare/wiki/customer-category/
- Classification XX
- Delivery terms XX
- Domestic delivery time XX
- DTAM: Read about DTAM here: http://ncabshare/wiki/dtam/
- Overall relationship
Weak = XXX
Medium = XX
Strong = XX
Prospect = X - Quote valid XX
- Sales funnel = XX
- Scala Number XX
- Terms of payment XX
- Way of delivery XX
Michael Larsson, VP Sales
Monica Hagström, XXX