MAGINUS

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MAGINUS

• Quick Reference Guide

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Create a prospect in Maginus (1/2)
1- Go to DATABASE gtgt CUSTOMERSgtgt Customer
Maintenance
2- Enter customer name
3- Find address with postcode
4- Enter main contact
5- Select Sales Office
6- Enter account representative
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Create a prospect in Maginus (2/2)
7- Click on the GROUP tab
8- Select the price list DEEUR, or DEUSD
9- Save the prospect
To get a prospect activated as customer, please
contact CREDIT CONTROL
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Enter a quote or an order (1/3)
1- Select SALESgtgtSales Order Entry
2- If you know the customer account or account
name, enter them here, followed by Act
number or name

• 3- If you need to search the account
• Press F5 and
• Select your search criterion
• Enter the first letters of the search,
• followed by
• Press on the FIND button

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Enter a quote or an order (2/3)
4- Search the product by part code Or keyword
(ex IP30). If necessary, Press F5 for a detailed
search
5- Enter quantity, promised date and pricing
information
6 Add comments on the quote, Despatch note,
invoice or internally
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Enter a quote or an order (3/3)
7- Click on the arrow to go to the header
9- Enter data in the CUSTOMER ORDER NUMBER and
END USER ACCOUNT fields. Use TBC if you are
doing a quote

• 10- If you are doing an order, find the
• End user number of an account by
• Opening the ALLASSO ENDUSERS
• menu
• Querying on the end user name
• Copy / Pasting the 5 digit number
• In the END USER ACCOUNT field
• 11- If the end user is new, create it

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Add an activity
1- Select the CONTACT LOG menu
2- Enter the customer or search for It (using F5)
3- Click on ADD NEW ACTION

• 4- Enter the action
• Select the activity type
• Select the contact /Enter a one-off
• contact
• Press on the PREFILL button
• Complete / Modify

• 5- Repeat the steps for the FOLLOW
• UP action
• Select the activity type
• Select the contact /Enter a one-off
• contact
• Press on the PREFILL button
• Complete / Modify
• Press OK

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Add an activity for a special deal
1- Select the FOLLOW-UP action type to SPECIAL
DEAL
2- susenf (Susanne Fischer) the person from the
Purchasing department who should receive the
alert 3- Enter the corresponding order Number
susenf
Person to contact in the Munich office Susanne
Fisher on 49 89 45 06 60 - 17