The Customer Menu  centralizes information about business partners: identification data, addresses, business conditions and contact persons.

Create a new customer

1. From the Customers menu, click Add.
2. The Fiscal Code (CUI/CIF) is completed. The app can automatically retrieve the name and address from the public registers.
3. The following are checked and filled in: name, registration number with the Trade Register, address of the registered office.
4. The customer card is saved.

The commercial settings in the customer file are automatically taken over when creating documents (orders, invoices, etc.).

Addresses

Each customer has a list of addresses that can be delivery, work points or registered office. The address marked as Primary is the billing / registered office address.

Each address has a name/label that can be used to easily identify the delivery point (e.g.: Zalău Factory).

Contact

The contact list contains the people associated with the customer, with phone and email. Contacts can be used in the invoice/AWB to indicate the contact person or the person who requested the quote/order.

Note

Various observations on the client, accessible from the client's file.

Customer Classification

Customers segment for reports and commerce policies

• Price Group — Small Customers, Medium Customers, Distributor, Onliner. It's important — being used in pricing policies.
• Category, Region, Industry — for segmentation in reports.
• Sales Group, Assigned Agent — for commercial assignment.