Client - Revision history

Wikiadmin at 18:54, 14 October 2018

2018-10-14T18:54:12Z

Wikiadmin at 18:54, 14 October 2018

2018-10-14T18:54:00Z

Wikiadmin: Created page with "{{BackTo|General Setup}} === Introduction === A client is an independent entity composed of at least an organization. A client can include and manage master data such as us..."

2018-10-14T14:46:50Z

Created page with "{{BackTo|General Setup}} === Introduction === A client is an independent entity composed of at least an organization. A client can include and manage master data such as us..."

New page

{{BackTo|General Setup}}

=== Introduction ===

A client is an independent entity composed of at least an organization. A client can include and manage master data such as users, customers and vendors. That master data is then shared among all the organizations which belong to that client.

{{ManualDoc:W109}}

=== Client ===
Client window allows to view and maintain the clients created by running the Initial Client Setup process.

{{ManualDoc:T145}}

=== Information ===
Information tab allows to add, edit and maintain client generic information such as default units of measure and images.

{{ManualDoc:T169}}

=== Email Configuration ===
Documents such as orders or invoices can be sent out by e-mail. Email configuration tab allows to configure the email server, account and password, variables which require to be properly setup prior sending documents by email.

{{ManualDoc:T1000500000}}

=== Dimensions ===
Dimensions tab allows to configure whether a given accounting dimension is going to be available in the header and/or in the lines of a given document category or not.

{{ManualDoc:T6D5D646ABCF64F15A78ECA2C4EA1EA9D}}

Full list of '''Client''' window fields and their descriptions is available in the [[Screenshot:Client| '''Client Screen Reference''']].

{{BackTo|General Setup}}

[[Category:User_Guide]] [[Category:Generated Doc]]

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 A client is an independent entity composed of at least an organization.  A client can include and manage master data such as users, customers and vendors. That master data is then shared among all the organizations which belong to that client.
 === Client ===
 Client window allows to view and maintain the clients created by running the Initial Client Setup process.
 === Information ===
 Information tab allows to add, edit and maintain client generic information such as default units of measure and images.
 === Email Configuration ===
 Documents such as orders or invoices can be sent out by e-mail. Email configuration tab allows to configure the email server, account and password, variables which require to be properly setup prior sending documents by email.
 === Dimensions ===
 Dimensions tab allows to configure whether a given accounting dimension is going to be available in the header and/or in the lines of a given document category or not.