Create new Customers
To make sales orders quickly and easily, ATALINK has launched a new feature.
With this feature, you can add new customers simply by yourself.
Step 1: Go to My Tasks> Sales Manager> Customers
Step 2: To add a new customer, click the + icon in the right corner of the screen
Step 3: Enter the company name or tax code in the search box. If the company you have just entered is a new company and not already on the system the screen will display this picture. Click Create to add a new customer
Step 4: Enter all customer information and click Save to complete
- General information
- Sub-type:
- Direct Customers (Vendor): Choose direct customers if your company sells products directly to this customer
- Indirect Customer (Distributor): Choose indirect customer if the distributor on behalf of your company distributes the product to this customer.
- Shipping address
- Sales data
- Supervisor
- Note
To make sales orders quickly and easily, ATALINK has launched a new feature.
With this feature, you can add new customers simply by yourself.
To create a new customer, go to My Tasks> Sales Manager> Customers
Step 1: Click Add Customer at the right corner of the screen
Step 2: Click + Select Company
Step 3: Enter the company name or tax code in the search box. If the company you have just entered is a new company and not already on the system the screen will display this picture. Click Create to add a new customer
Step 4: Enter all customer information and click Save to complete
- General information
- Sub-type:
- Direct Customers (Vendor): Choose direct customer if your company sells products directly to this customer
- Indirect Customer (Distributor): Choose indirect customers if the distributor on behalf of your company distributes the product to this customer.
- Shipping address
- Sales data
- Supervisor
- Note