The site creation screen allows you to search and create 'on-the-fly' a site linked to a customer or a supplier. Several sites can co-exist in the same structure (invoice site, delivery site, etc.)
Check that the Tabs display is activated in Edit > Preferences.
Tabs and descriptions
Tabs | Description |
---|---|
General | Allows you to enter general information linked to the customer or prospect's site like the address, the managers, the types of sites and bank information to use. |
Contacts | List of direct contacts on site who can be added on-the-fly. |
Money orders |
Enables the input of SEPA direct debits information. |
History | Summary table giving the history of actions performed on the Site record sheet. |
See also...