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 mandatory field, but there are others:
"Code": Code that identifies the client.
"Name": Name and surname of the client
"VAT Number": VAT identification number of the client.
"Contact": Phone number and email of the person or business.
"Addresses": Address 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.
If you still have any questions, feel free to reach out to us through our Live Chat or contact your account manager directly.
Need help? Request a Fusion Operations expert to contact you here.