On your site Itcons .app you can create as many clients as you need. It is a very useful tool for those companies that work with different clients and need to organize their work reports .
Steps to follow to create clients: #
- Administration.
- Customers
- You have to select create client (green button on the right).
- You have to fill in the following fields: name, address, CIF, telephone, email and assignment to the corresponding projects.
What are clients used for in the application #
Mainly the client is used to be able to link it with the projects and thus generate the client's tax data to be shown in the work reports , delivery notes etc
Also, through the relationship between the project and the client, work orders can be filtered, work reports and projects by clients.
Additionally, the customer list is used to feed the customer type data.
If your company works directly against the client, without projects, in this case the best configuration is to relate a project with a client so that the project resembles the client.
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