by Alex Hamel | Oct 6, 2023 | Configuration, Customers, Projects
How to configure admin fees Admin fees In Automator, you can configure admin fees to be calculated automatically based on a percentage defined. By default, it is calculated on the cost of the items but it can also be set on the selling price, you need to contact our...
by Alex Hamel | Aug 7, 2018 | Customers
Searching a customer You can search your customers by name or using the extended search functionnality described below on this page. You have to open the tab Customers and enter the partial name of the customer in the filed below and then click the magnifying glass to...
by Alex Hamel | Jul 3, 2018 | Customers
How to create a customer Adding a new customer Before adding a new customer, it is recommended to check if the customer already exist in the database. See Searching an existing customer. To add a new customer, you need to click the Customer icon here: Then you click...
by Alex Hamel | Jun 7, 2018 | Configuration, Customers
Customer’s profile options You can configure several options per customer. Here’s a list of preset option you can define. You need to click Options in the upper menu to open the options. Define the matrix structure you want to apply for the commissions...
by Alex Hamel | May 7, 2018 | Customers
Add documents and emails to a customer profile You have the ability to easily add documents and emails to a customer profile. This is allowing you to classify any important elements that you could need in the future. There’s is a video at the bottom of this...
