With the new client management feature available on professional and enterprise pack types, you can now more easily add client information to be used with static rate quotations. Find out in this article how to use it.

Important: please bear in mind that the client import feature is still under development, but will be available soon. Until then, you will need to upload clients individually.

To access the client management feature, first navigate to the Settings tab and then click on Client management.

From here, you’ll find 2 different tabs:

Client record

Client group records

To create a new client record, click on the Create new client record button. This will allow you to add information about your clients.

Within the first Client details tab you can add your client details. This is where you can add the company name of your client, the company code, and information about how their quotations should be presented, such as the language of the quote, payment terms, and the inside and outside agents.

To add address information click on Add address. This will open a side panel. As well as normal address information you can also add a Label for the address, which is used to label the type of address you are adding, for example, is it for invoicing, headquarters, or a warehouse).

Once you’ve added an address, click on the Add button. This will now add the new address for to the list of addresses.

If your client has multiple addresses, you can click on Add address again to create a new address.

Important: in order to add contact information for a client, you must have an address added, as you’ll need to assign an address to this client.

If this client has special requirements, or there is important information that needs to be taken into account, you can add Additional comments underneath the addresses.

Important: make sure to click Save after entering your client information. If you click on Contacts without clicking Save, you will need to enter the information again.

After adding your client details, you can now start to add the Contacts for that particular client. Click on Add contact to add the contact details.

A side pop-up will appear with fields such as Name, Branch, and Address. If you have created multiple addresses previously, select the correct one from the drop-down. As you did for the Client details section, make sure to click Save once you have added your contact information.

Finally, add any Sales conditions relating to your client. You’ll first need to add the master conditions of the Sales conditions in order to specify specific conditions.

Master conditions are used to fall back on when there are no other specified conditions available.

To do this, click on Add master condition. Add the standard conditions and click Save.

Once your master conditions are added, you can start adding more specific conditions.

If you haven’t already added individual sales conditions, you can link your client to a client group. Simply select it from the dropdown and then click Save.

For any changes made to your conditions, make sure to always click Save.

Edit any of your created clients at any time by clicking on the pencil and paper symbol to the right of the client underneath the Actions tab.

Alternatively, delete a contact completely by clicking on the rubbish can symbol.

How to search for specific clients

Use any of the filters above your list of clients to filter to find a specific client. You can search by Company, Code, Contact name, and the Inside Sales agent.

How to create a client group

In order to create a client group, click on the Client group records tab. From here, you can see any client groups that have previously been created. To start creating a new one, click on the Create new client group record button.

Enter the name of the client group first, then click Create.

Add the Sales conditions for the client group in the same way as shown earlier. Once you have created the Sales conditions, make sure to click Save.

The new client group will now be added to your existing list.

Edit any of your created client groups at any time by clicking on the pencil and paper symbol to the right of the client. Or alternatively, you can delete it completely by clicking on the rubbish can symbol.