Equip Company (2022)

In the left menu, click on the button 'Equip company'.  Here you will find a number of menu items related to your company:

· Leads - Here potential customers can be entered (This is an ’extra’ function that you will only see when ordered) . 

· Customers

· Employees

· Suppliers

· Articles

· Documents- all relevant documents from your company can be uploaded to PestScan. 

1. From the 'Equip company' menu, click on the 'Customers' icon. 

2. Then choose 'Add new customer' at the bottom. 

3. A window will appear where you can enter the 'Customer name' and other details. Close by clicking on 'Save'.

4. You will automatically return to the 'Search customer' page and at the bottom you will see the newly created customer. 

5. Click on the customer name. You are now in the location (!) of the customer. Feel free to view all tab pages.