Of course, creating quotations is also one of the possibilities. Making a quotation is the same as making a standard invoice, so it's very easy! Converting to an invoice When the time comes, the customer agrees and you have completed your work. You...
Database operations can be found in the PERIFACT main menu EXTRAS – MANAGE. Here you can perform a number of actions on the PERIFACT data or on the basic program settings. Tip A number of operations have a high impact. Such as deleting...
If you already have a list of customers or products/items from another program, you can import them into PERIFACT. This involves importing so-called CSV files. Menu: EXTRAS – IMPORT CSV READ THIS CAREFULLY BEFORE YOU...
PERIFACT main menu SETTINGS - EXTRA'S, [Password] tab PERIFACT can, of course, also be protected with a password. As the text on the screen indicates; keep this password safe! After all, PERIFACT has no Internet connection to a central...
What is very important, of course, is that you can get your data out quickly. Some find it easier to have everything in a certain order, i.e. sort. And the other likes to search for (part of) a name. Below you can see a...
