Customers tab
Objective
Summary of customers to which the current quotation is sent. This tab lets you:
- create a list of all customers to which the quotation will be sent
- create a list of all potential customers to which a certain type of quotation can be sent (in a quotation template for example)
- send a different price for every customer
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Only columns that require special attention are documented. |
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Columns |
Used to |
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Customer |
Identifies the customer to which the quotation must be sent. |
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Contact |
Identifies the customer's contact person. If a contact is selected, information about the email address, fax and telephone numbers will be defined in Contact Management. If empty, maestro* displays the contact information from Customer Management. |
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Selected |
Identifies the customer that accepted the contract. By checking this column, the customer's information is automatically copied to the Customer Information section of the Information tab. |
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Amount |
Amount submitted to the customer. If the amount submitted to the customer exceeds the total amount submitted in the Closing tab. Maestro* distributes this selling amount to the entire quotation as the proportion of the costs. |