Adding/Updating a Client
Adding a new client to the account requires -at minimum- the setting of the compulsory field of the client Name.
The client Name should include the full official name of the business or organization. This name will be used in all the documents and document printouts that are related to this client.
The client Address refers to the billing address of the client. This address will be populated by default once this client is chosen in a document (for example a Sales or a Purchase Order).
The Shipping Address refers to the shipping address of the client. This shipping/pick up address will be populated by default once this client is chosen in a document (for example a Sales or a Purchase Order). A secondary Shipping Address 2 can be set and chosen at the time of creating a document that involves this client.
A short description of the client or any extra information may be added in the Client Comments field.
In case the e-mail address is filled in, it will be automatically populated in the e-mail Address field in the e-mail template when a user chooses to e-mail the printout of a document. Multiple e-mail addresses per client can be added provided they are separated by the comma (,) character.
The Tax ID of the client may be needed by certain authorities. If added it will be visible in all the document printouts that are related to this client.
If the Grant read & write permissions for this Client to all the users of the account flag is checked, then, all users of the account will automatically gain read/write access to this new supplier/client upon its creation. This only affects the extended user access permissions that are related to the client and does not affect the rest of the user access permissions at the module level or at the inventory location level. For example, if a user X of the account has read & write access permissions to create Purchase Orders, then, if this is created and the Grant read & write permissions for this Client to all the users of the account flag is checked, the user X will be immediately be able to create a Purchase Order for this.
The Contacts that are defined under a client can be viewed and updated by clicking the View/Edit Contacts link.
- A client Name cannot be the same as an existing client’s Name
- A client Name cannot be the same as a deleted client’s Name
- This module is also accessible by the SupplierClientUpdate API function. For more, visit the Megaventory API layer.
- Clients may also be added and/or updated through the Data Import module.