Skip to main content

How to create a client?

A Client is an entity that orders the products your factory produces.

Vânia Lourenço avatar
Written by Vânia Lourenço
Updated over 2 weeks ago

In Autodesk Fusion Operations, to create a new Client follow the steps below.

1. Go to Sales Orders (1), then select Clients (2) and click on “+Add Client”(3).

2. Fill in the requested field.
The code is the only requested field, but there are others:

"Code": Number that identifies the client.
"Name" : Name and surname of the client
"VAT Number": VAT identification number of the client.
"Addresses": Address of the person or business.
"Contact": Phone number and email of the person or business.

3. Click “Save Client” to finish this task; "Save and Continue Editing" to Save this client but continue to edit his profile or "Save and Add Another" to Create a new Client.

Need help? Request a Fusion Operations expert to contact you here.

Did this answer your question?