The standard dashboard 'Customer Analysis All Fiscal Years' is opened per customer and provides insight into various key figures of the customer, such as the number of quotes and orders, delivery reliability, the number of payments and outstanding items, and the result.

To create a sales order, your contact must be a debtor in MKG. In the Debtors table, you manage the financial details of your customers. This guide explains how to create a new debtor from this table in MKG.

The standard dashboard 'Debtor Analysis Current Fiscal Year' is opened per debtor and provides insight into various key figures of the debtor, such as the number of quotes and orders, delivery reliability, number of payments and outstanding items, and the result.

In order to create a sales order, your relation in MKG must be a debtor. In the 'Debtors' table, you manage the financial data of your customers. This article explains how to create a new debtor from this table in MKG.

This article describes the administration settings on the 'Debtors' tab. On this tab, you will find the default settings for numbering debtors.

For offering a sales quote, your relation does not need to be a debtor yet, but to create a sales order it does. In this article, you will learn how to turn a relation into a debtor. This can be done directly from the 'CRM' module.