Addresses

The data of customers, partners, interested parties, etc. is managed in the Addresses folder. Most objects in SalesManager are directly or indirectly dependent on an address.

The Address folder contains the following icons in the toolbar:

Meaning of the symbols:

Creating an address

Saving the data

Search for data records with the criteria entered in the Search tab

Generate printouts in the form of reports or ePOS rule sets

Delete the address. When this button is pressed, the system checks whether dependent data exists for this address. If such data is found, the user is informed and asked whether the address should still be deleted. If the answer to this question is yes, all dependent data is also deleted. If this is set accordingly in the system parameters, the deletion of an object is generally prohibited if dependent data records exist. In this case, a corresponding message is displayed.
In the search filter, clicking this button causes all fields to be emptied.

Cut a selected text.

Copy a selected text.

Paste a text from the clipboard.

Go back to the last edited object. All edited objects are saved in the editing history. The list of objects can be displayed in the dashboard.

Create a person for this address.

Create a new lead / opportunity for this address.

Creating an offer with the current address as the customer address.

Creating an order with the current address as the customer address.

Creating a product card.

Create a report for this address.

Create a new project for this address.

Starting an ePOS set of rules for editing the features.

Create a new relationship. The addresses can be set in relation to each other. E.G: Customer <-> Supplier.

Start the standard browser with the Google Maps route planner with the route between your location and the selected address.

These symbols are shown/hidden depending on the tab selected. In the Search and List tabs, all symbols relating to operations on individual objects are omitted.