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Table of contents
Getting Started with Fenzon
- Login
- Personal Settings
- Company Settings
- Security Settings
- User Settings
- Object Manager
- Number Range
- Template Manager
- List Views
- Accounts and Contacts
Product Management
Webshop
Integration
Getting Started with Fenzon
Accounts and Contacts
Through the main menu, you can access Accounts. Accounts form the foundation for managing relationships with suppliers, partners, customers, and contacts.
In the Relationship Menu at the top, you can access a list of contacts associated with the account by clicking the Contacts button. Additionally, you can add and assign more contacts to the account by using the New button.
When creating a product, selecting a supplier is required. For this, the supplier must first be set up as an account. It’s also recommended to create an account for customers, as this allows information to be automatically loaded into a quote or invoice.
Price Groups and Discounts
For suppliers, you can add price groups via the Relationship Menu—these must first be defined in product management. Each price group can have individual discounts and markups on the list price, which are used in the background for price calculation during product configuration.
For key or wholesale customers, it is possible to set up custom conditions. This can include markups, discounts, or fixed prices. These conditions can be based on an overarching product type or a specific product.