Register Visits

Modified on Mon, 27 Apr 2020 at 10:54 AM

To register a customer visit, click Visit under Apply.

The left side is information about the customer as well as the date of the visit (always today´s date comes up). This cannot be changed forwards or backwards.

Select visit type – This is mandatory. Click on the arrow to the right and all default Visit types will appear, click on the one that applies to this visit.

Purchased –If you have registered an order before on this customer then yes will be selected.

Left offer – Choose No or Yes

Supplier – Click on the arrow to the right and all selected suppliers will show up (if this is something you use).

Note – Click on the arrow to the right and you can enter a note for this visit. Then click Save to save the note. If you regret and do not want to write in a note, press Undo to return to the visiting information.

Activity – On the right side activities are displayed. Enter executed activities in numbers and/or time. You can also add supplier and productgroup, just click the arrow to the right of the activity name.

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