Sometimes you do not need a quote and can directly create the sales order. In this article, you will learn how to create a sales order for a debtor by filling in the details in the header.

In various modules, it is possible to adjust the contact information as set in the relationship. In this article, we explain how you can do that.

You can complement a created relationship with contacts. The functions of these individuals partly determine the role they play in your processes. This guide explains how to add contacts to a relationship in MKG.

If you send many quotes, order confirmations, delivery notes, or invoices, you do not want to create or select a contact person each time. This guide shows you how to assign a default contact person to each of your sales-related process documents in MKG.

Once you have delivered the products and the price has been approved, you can invoice the sales order. This article explains how to invoice a sales order from the sales order line.

Once the production has been reported as ready, you can create the packing slip in MKG and deliver the products to the customer. The action 'Create Packing Slip' is a process step. In this article, you will learn how to create a sales packing slip.

Your relation does not have to be a debtor in MKG to create a sales quote. You can go directly to the Sales Quotations module, but you can also create a quotation from within the relation itself. In this article you can read how to create a sales quotation from within the relation in MKG.

Within the Relationships module, you manage all your relationships along with associated addresses and contacts. When creating a relationship, we do not yet refer to a customer or supplier, as a relationship can be both. The basic data of such a relationship only needs to be recorded once.

This article describes the administration settings on the 'CRM' tab. On this tab you will find the settings for 'Addresses', 'Contact roles' and 'Document management'.

If you receive a price request, you can start creating a quote. The relationship does not need to be a debtor in MKG for this. In this article, you will read how to create a sales quote for a relationship by filling in the data in the header.

If you receive a positive response to a submitted quotation, you will need to create a sales order in MKG. By converting the sales quotation into an order, you transfer the data from the quotation. In this guide, we will show you how to create a sales order from a quotation.

You can add contacts to a created relation. The positions of these people partly determine the role they play in your processes. In this article you can read how to add contacts to a relation in MKG.

If you send a lot of quotes, order confirmations, packing slips or invoices, you don't want to create or select a contact person each time. This article shows you how to assign a default contact to each of your sales-related process documents in MKG.

Indirect fields allow you to easily display data from linked tables in your lists. This option is available by right-clicking in the list. You can then 'drill down' to an underlying table on any bolded item.

Since May 25, 2018, the General Data Protection Regulation (GDPR) has been in effect. It includes the so-called right to be forgotten. This right means that in certain cases, personal data must be deletable in MKG if a data subject requests it.