Select a customer or supplier
In Sengerio, there are several ways to locate a customer or a supplier, especially in a quotation or a booking.
To select one, click on the corresponding field.
Here, begin by writing one piece of information of the business partner who you are searching. For example, the name, code or address.
Sengerio suggests in real time all the business partners whose data corresponds with what you wrote, and you can select one of them with the mouse, or by scrolling with the arrow and pressing Enter.
Also, in the case of a customer, if the business partner that you are searching for isn’t yet registered in your Sengerio, you can add it and use it in an instant with a simple click.
Following this, you are able to insert more details in the registry of that customer, which you can access from the list of business partners, or by clicking on the blue arrow beside the name.