Customer/Supplier Follow Up: Create folders – Winner Bizz

Available from version 12.0K

In Winner Bizz, the Document section of the Customer/Supplier Follow-Up contains all the documents exchanged between the salesperson and the client or a supplier. It is organised by the type of document, for example, commercial, design, project, customer, etc.

For improved organisation of this section, you can now create your own folders and regroup documents in them. For example, if the section contains sales contracts at different stages of the project, you can regroup them in a new folder.

Creating a folder

Select Sales > Sales settings > Customer Follow Up > Default customer follow-up folders > Add new.
Enter the Folder name and choose a Parent Folder.
Click OK > Save.

Moving files

Once the personalised folder has been created, go to Customer Follow Up.
Select an Alternative.
Left-click to select the document, or documents, that you wish to move.
Drag and drop them to the desired folder or click Move To.
Note: You can also right-click and select Move to.

Note: You can only move documents from a parent folder to a subfolder in that same section. You cannot, for example, move a sales contract outside of the Commercial documents section.

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