Storing Customer Products
To add a new product for a customer:
- Switch to the desired customer.
- Click on Product Overview in the tree.
- Select the type of product you wish to add from the drop-down list, e.g. New Car Insurance.
The mask used to add new records is opened. Which fields are displayed depends on the selected product.
A unique number (within the product group) is assigned to the Customer product no. automatically. You can edit this number.
- Enter the data.
Click on
(Select) next to the the Product Master field to select a product and transfer product data from the product master, >> Product Master. - Save the record.
Note: You can also select 
(Sales) > Product Overview to add new products from the search header. In this case you need to select the customer you want to add the product for once you have selected a product.
(Sales) > Product Overview to add new products from the search header. In this case you need to select the customer you want to add the product for once you have selected a product.