Ategest has a powerful client manager through which to maintain direct control of these, as well as serve as a CRM module to manage the relationship and contact with its customers.
To enter the menu «Clientes», you have to click on the tab «Clientes» in the upper left part of the screen. Once inside the clients menu, we can navigate and consult information about each of them, not only general information, but also the transactions and movements made with them.
- Create Customers
To create a client we click on the button «Nuevo» (key F9). Once created, we must fill in all the fields with the information referring to the client. To do this, you only have to complete all the fields.
In the countryside «Localidad» as well as «Provincia» a drop-down will appear with those localities and provinces that are created. In the case of wanting to create a new location, you will only have to write it; Ategest will detect that you are in a new place and ask if you want to create that location. Once accepted, it is already identified with the client.
In the countryside «Tipo de negocio» You can select what type of business the customer has through the drop-down. The field ressto, Phone, Fax, Email, etc. They are informative and in no case are they mandatory.
In the tab «Transacciones» we modify the commercial conditions of the client:
- Treatment: How will you treat the customer's payments? Notes, credit, credit days ...
- Seller: Which seller is assigned to that customer.
- Risk: You will manage the client's risk, at higher risk, less available credit.
- Discount: Commercial discount on the invoice of purchases made by the customer.
- Rate: Rate applied to the client. You can have as many rates as the type of client the business has.
- Prices with taxes included: You can break down taxes or include them in the PVP.
- Do not charge taxes: If the client does not pay taxes for any reason, the taxes will not be charged to the purchases made by the client.
In the tab «Contactos» We can enter different contacts of the same customer with their respective phone, mobile, fax, email ...
In «Campos adicionales» we can add any personal annotation of the client. These observations are internal and no one outside the company will have access to said information.
In the countryside «Precios» Y «Cuentas» the movements and transactions made will be consulted as well as the prices at which the products were sold. While in the tab of «Filiales» We will find information if our client has different points of sale or warehouses.