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Kunden anlegen
Beim Anlegen von neuen Kunden stehen dem Benutzer folgende Funktionalitäten zur Verfügung:
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Kundendaten
Der Assistent unterstützt den Nutzer beim Erstellen eines neuen Kontakts, wobei der Nutzer erforderliche Informationen eingeben muss und auch die Möglichkeit hat, zusätzliche optionale Angaben zu machen (Abb. 2).
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Rechnungsadresse / Lieferadresse
Der Assistent fordert ergänzende Angaben zur Adresserfassung an. Der Benutzer ist verpflichtet, eine Rechnungsadresse einzutragen. Bei einer abweichenden Lieferadresse wird der Benutzer aufgefordert, diese ebenfalls anzugeben (Abb. 2 und Abb. 3).
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Zusammenfassung
Abschließend präsentiert der Assistent eine Zusammenfassung, die es ermöglicht, sämtliche Eingaben auf einen Blick zu überprüfen. (Abb. 4). Mittels “Speichern” wird der Kunde angelegt.
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