Contacts Module
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    CONTACT Module

    Here you will find a step-by-step guide for the contact module at XLR.


    STEP 1: 

    1. Create a contact by pushing on the "NEW" button

    2. Fill in everythng you can

    -Be sure to fill in the correct VAT number

    -Check the "Mailing" if the customer has to recieve marketing mails

    -Sales users can only create individual contacts


    STEP 2: 

    2. Create subcontacts linked to the Company

    -A Company can have diferent types of subcontacts:

    • Contact: This is a contact that can be used to make Quotations for, so you know who asked the quotation. (TIP: you can also set other Salespersons to diferent contacts)
    • Delivery Address: This is the default address used to send the orders to
    • Other Address: This can be a second address to send orders to, but you have to manualy assign the order to this adress.
    • Invoice Address: This contact is used to send all proforma's and invoices to.

    TIP 1  💡

    HOW TO CHECK FOR OPEN DELIVERY'S:

    Imagine: "A customers comes to the counter and asks: "I come to pick up my stuff". WHAT DO YOU DO ?          

    1. Search for the customer in the Contacts module

    2. Push the button "DELIVERIES"

    3. Check all his open Delivery's and go further with your day

    Tutorial Video


    TIP 2  💡

    HOW TO SET UP A DEMO OR INTERESTS:

    Imagine: "A customers comes to the counter and asks: "I want a demo". WHAT DO YOU DO ?          

    1. Search for the customer in the Contacts module

    2. Push the tab Trainings/Demo's

    3. Select the Demo Admission or a Training Interest