Utilize customer information
You can leverage the vast amount of customer information in different ways through Prix.
Manage projects
You can register projects linked to a customer by clicking on 'Create' in the top right corner of the customer detail page.
The 'Projects' tab in the customer detail page shows a list of projects that are associated with the customer or those with related transactions.
A project with related transactions means that a schedule in a particular project has recorded sales/purchases linked to the customer, even if it is not directly linked to the customer
Each schedule within a project can be independently associated with a different customer
Manage financial transactions
Based on linked projects, you can view a customer's financial information in the 'Charts' tab.
Older invoices that have not been 'completed' will appear as accounts receivable (for sales) / accounts payable (for purchases)
Manage contracts
You can view contracts associated with a customer on the 'Contracts' tab of the customer detail page, and create contracts by clicking on 'Create' to the right of "Contracts".
For more information on creating contracts, check the Contract management guide
Manage sales documents
You can view the Sales documents associated with a customer on the 'Sales documents' tab of the customer detail page and create related Sales documents by clicking on 'Create' to the right of "Contracts".
For more information on creating sales documents, check the Sales document guide
Manage tax invoices
On the customer detail page, you can view a list of invoices issued to the customer on the 'Invoices' tab, and issue invoices by clicking on 'Issue invoice' on the right.
Manage attachments
You can view the attachments associated with a customer on the 'Attachments' tab of the customer details page, and upload additional documents by clicking on 'Create' to the right of "Contracts".
Manage notes
On the customer detail page, you can create notes / leave comments related to the customer in the 'Notes' tab.
Notes and comments help users within your business manage projects seamlessly
For each note, you can see the author, the date note was created, and the associated project
Manage key contacts
You can manage your key customer contacts.
Assign roles for each contact
There are three roles: Tax Invoice Manager, Secondary Tax Invoice Manager, and Contract Manager
Assigned contact's information will be automatically inputted during all related tasks
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