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1. Order registration

  1. Registering a new customer order
  2. New order window
  3. Adding a new customer
  4. Filling in a new customer card with VAT number

1. Registering a New Customer Order

  1. Click "New" in the top navigation bar.
  2. From the additional functions, select "Customer Order".

Required sequence: New → Customer Order. A window will open where you need to enter the order information accordingly.

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2. New Order Window

  1. Customer order description
  2. Customer order basic information
  3. Revenue section
  4. Services / Tasks
  5. Save

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3. Adding a New Customer

  1. Click the three dots to open additional options.
  2. Click "New" to open the "New Customer" card.

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4. Filling in a New Customer Card with VAT Number

  1. Paste the VAT number.
  2. Click the button image-1720764926448.png to automatically fill in the fields.

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