Difference between revisions of "Client"
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A client is an independent entity composed of at least an organization. A client can include and manage master data such as users, customers and vendors. That master data is then shared among all the organizations which belong to that client. | A client is an independent entity composed of at least an organization. A client can include and manage master data such as users, customers and vendors. That master data is then shared among all the organizations which belong to that client. | ||
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=== Client === | === Client === | ||
Client window allows to view and maintain the clients created by running the Initial Client Setup process. | Client window allows to view and maintain the clients created by running the Initial Client Setup process. | ||
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=== Information === | === Information === | ||
Information tab allows to add, edit and maintain client generic information such as default units of measure and images. | Information tab allows to add, edit and maintain client generic information such as default units of measure and images. | ||
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=== Email Configuration === | === Email Configuration === | ||
Documents such as orders or invoices can be sent out by e-mail. Email configuration tab allows to configure the email server, account and password, variables which require to be properly setup prior sending documents by email. | Documents such as orders or invoices can be sent out by e-mail. Email configuration tab allows to configure the email server, account and password, variables which require to be properly setup prior sending documents by email. | ||
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=== Dimensions === | === Dimensions === | ||
Dimensions tab allows to configure whether a given accounting dimension is going to be available in the header and/or in the lines of a given document category or not. | Dimensions tab allows to configure whether a given accounting dimension is going to be available in the header and/or in the lines of a given document category or not. | ||
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{{BackTo|General Setup}} | {{BackTo|General Setup}} | ||
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Latest revision as of 01:54, 15 October 2018
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Back to General Setup |
Introduction
A client is an independent entity composed of at least an organization. A client can include and manage master data such as users, customers and vendors. That master data is then shared among all the organizations which belong to that client.
Client
Client window allows to view and maintain the clients created by running the Initial Client Setup process.
Information
Information tab allows to add, edit and maintain client generic information such as default units of measure and images.
Email Configuration
Documents such as orders or invoices can be sent out by e-mail. Email configuration tab allows to configure the email server, account and password, variables which require to be properly setup prior sending documents by email.
Dimensions
Dimensions tab allows to configure whether a given accounting dimension is going to be available in the header and/or in the lines of a given document category or not.
Full list of Client window fields and their descriptions is available in the Client Screen Reference.
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Back to General Setup |
