User's Manual

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SohoOS User Manual, version 5.3
Clients
Clients are the contacts who purchase products or services from you. If you create an estimate or invoice for
someone who isn’t on your client list, you will have the option of automatically generating a new client from
within your newly created document.
You can create a new client from the dropdown menu. You can also create a new client
while you're creating a new estimate or invoice. Just click in the box under Contact and select + Add New
Contact from the dropdown menu. In the pop-up window, click Show more details to fully fill in all information
about the new client. Click Save, and you'll be returned to the estimate or invoice you were working on.
Leads
Leads are potential clients you might work with in the future. Leads can be added to your contacts list
automatically through the Contacts form on your myPage. Once you have done business with a lead, you
can edit the contact to convert the status from lead to client. You can also remove leads using the Delete
option on the top right.
You can create a new lead from the dropdown menu.
Want to automatically generate leads? Turn to page Error! Bookmark not defined. to learn about the
Client Machine.
Personal Contacts
Personal contacts are people whom you know, but do not necessarily do business with.
You can create a new personal contact from the dropdown menu.
Vendors
Vendors are the contacts whom you purchase items from. If you create a purchase order for someone who
isn’t on your vendors list, you will have the option of automatically generating a new vendor from the
information in your newly created document.
You can create a new vendor from the dropdown menu. You can also create a new
vendor while you're creating a new purchase order. Just click in the box under Contact and select + Add
New Contact from the dropdown menu. In the pop-up window, click Show more details to fully fill in all
information about the new vendor. Click Save, and you'll be returned to the purchase order you were
working on.