Kundenmanagement

Aktualisiert 21. Januar 2022 13:29

</span></p> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">Über das <em>Kundenmodul</em> können Sie die persönlichen Daten Ihrer Kunden hinzufügen oder ändern.</span> <span style="font-weight: 400;">Unmittelbar nach dem Einloggen aus dem Hauptmenü <img src="/hc/article_attachments/360007396538" alt="Menü.png" width="23" height="20"/> , sehen Sie die vollständige Liste , unterteilt nach <em>Einzelpersonen</em> und <em>Unternehmen</em> . Zu jedem Element gibt es Informationen über die Gesamtausgaben und den Durchschnittswert der ausgestellten Belege, außerdem sind alle zugewiesenen festen Rabatte sofort sichtbar.</span></p> <p><img src="/hc/article_attachments/360007023237" alt="Kunden.png"/></p> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">Durch Drücken der Taste <img src="https://supporto.scloby.com/hc/it/article_attachments/205014069/Screenshot_2016-07-07_18.32.10.png" alt="" width="25" height="23"/></span> <span style="font-weight: 400;">es ist möglich, einen neuen Kunden hinzuzufügen, indem Sie auf die Zeile drücken, die einem bereits eingegebenen Kunden entspricht, können die Stammdaten angezeigt oder geändert werden.</span></p> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">Mit den Tasten oben rechts können Sie:</span></p> <table style="height: 348px;" width="659"><tbody> <tr> <td class="wysiwyg-text-align-center" style="width: 92.2222px;"><img src="/hc/article_attachments/360007107818" alt="az.png"/></td> <td style="width: 543.778px;"> <p><span style="font-weight: 400;">Legen Sie die Anzeigereihenfolge fest</span></p> </td> </tr> <tr> <td class="wysiwyg-text-align-center" style="width: 92.2222px;"><img src="https://supporto.scloby.com/hc/it/article_attachments/205014089/Screenshot_2016-07-07_18.32.14.png" alt=""/></td> <td style="width: 543.778px;"> <p><span style="font-weight: 400;">Suchen Sie anhand des gewünschten Felds nach einem Kunden</span></p> </td> </tr> <tr> <td class="wysiwyg-text-align-center" style="width: 92.2222px;"><img src="https://supporto.scloby.com/hc/it/article_attachments/205014109/Screenshot_2016-07-07_18.32.18.png" alt=""/></td> <td style="width: 543.778px;"> <p><span style="font-weight: 400;">Filtern Sie Kunden nach Schlüsselwörtern</span></p> </td> </tr> <tr> <td class="wysiwyg-text-align-center" style="width: 92.2222px;"> <p><img src="https://supporto.scloby.com/hc/it/article_attachments/205050045/Screenshot_2016-07-07_18.32.21.png" alt=""/></p> </td> <td style="width: 543.778px;"> <p><span style="font-weight: 400;">Ändern Sie die Anzahl der Zeilen pro Seite und gehen Sie zum entsprechenden Abschnitt zum Importieren / Exportieren von Daten</span></p> </td> </tr> </tbody></table> </div> <div data-prevnext></div> </article> <footer class="lt-article-vote lt-d-print-none lt-mb-6 lt-p-5"> <div class="h5 lt-article-vote__question">War dieser Beitrag hilfreich?</div> <div class="lt-article-vote__controls lt-mb-3"> <button type="button" class="lt-btn lt-btn--default lt-article-vote__item lt-article-vote__item--up" data-auth-action="signin" aria-label="Dieser Beitrag war hilfreich" aria-pressed="false">Ja</button> <button type="button" class="lt-btn lt-btn--default lt-article-vote__item lt-article-vote__item--down" data-auth-action="signin" aria-label="Dieser Beitrag war nicht hilfreich" 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