Core Data > Clients Window

Overview:

Access to the Client Details window is via Core Data Module, and then click on the 'Clients' option. The Client Details Window in ITMS is used to access all the client data including static information such as contact and address details, discounts, categories, etc as well as Dynamic information such as Current and History Orders, Jobs, Quotes, Parts Invoice History and Contact Relation Management (CRM) notes. In the dynamic section all records can be opened using drill down methods.

In the Client Details Window the following Tabs are used for Static Information

The following Tabs are for the Dynamic Information

Details Tab

General information including full Company Name, Address, Email Address, A.B.N., Trading Terms, and Personnel Contacts.

Delivery Info Tab

There are five available areas for alternate delivery addresses - e.g. May be used for multiple branches of a company

Client Info Tab

This tab allows users to make Internal Comments, Job Ticket Text, Invoice Text and Client information used for exporting data to the accounting system. Also, Trading information i.e. invoicing details, account codes and sales totals summary.

More Info Tab

The 'Alert Message Text' feature is for pop-up messages in regards to Quotes, Orders, Despatch and Transport. There is also a Default Transport Company area and a File Attachment area.

Details Tab