X-ERP Help
Customers
Customer data controls sales, delivery, invoicing, payment and support. You connect the partner with all customer-related processes.
customers
Customer data controls sales, delivery, invoicing, payment and support. You connect the partner with all customer-related processes.
Your quick start
- Open customers on the home desktop.
- Check existing records, statuses and relationships before creating or changing anything.
- Save consciously and control the result in the immediately following process.
That's what matters
Check delivery and invoice conditions as well as tax and blocking features before the first order.
Matching depressions
- Sale
- Delivery addresses
- Billing addresses
- CRM
Related topics
- Sale
- Delivery addresses
- Billing addresses
- CRM
Frequently asked questions
What do I use Customers in X-ERP for?
Customer data controls sales, delivery, billing, payment and support. You connect the partner with all customer-related processes.
What should I particularly check?
Check delivery and invoice conditions as well as tax and blocking features before the first order.