Working with contact

In some business scenarios, a new relationship may begin as a prospect, without the immediate need to create a full Customer Card. In such cases, a Contact is created instead. This allows the organization to manage early-stage interactions, such as issuing sales quotes, without committing to full customer setup.

To support pricing for contacts, the Advanced Price Management app requires that the Advanced Price List be configured with the Source Type = All Customers.

Other source types (e.g., Customer, Customer Price Group, Customer Treeview) are only available once the contact has been converted into a customer.