Customers

Access

Menu: Master data > Customers

Access rights: Users granted Master Data management rights

Use the path above to open the screen where you create a new customer.

Steps

Step 1

Click NEW to create a new customer.

Step 2

After you click NEW, the system opens the form view. Enter the information to create the new customer.

General information [1]

No.	Field	Notes
1	Partner type	Required. Whether the customer is an Individual or a Company.
2	Customer type	Required. Select Customer or Supplier.
3	Name	Required. Enter the name of the customer you are creating.
4	Company	Only select this when “Partner type” is Individual. Select the company that individual customer belongs to. Not required.
5	Full name	Enter the customer’s full name, if any.
6	Partner code	Enter a unique code so you can tell customer and partner records apart. You can use the customer’s abbreviation.
7	Address	Required. Address of the customer.
8	Tax code	Required. Tax code of the customer.
9	Phone	Phone number of the customer.
10	Mobile	Mobile number of the customer.
11	Email	Email of the customer.
12	Website	Website of the customer.
13	Language	Language the customer uses.

Partner location information (the customer’s warehouse) [2]

No.	Field	Notes
13	Location name	Location of the customer.
14	Address	Enter the address of the location.
15	Area	Select the area. The list of areas is configured under the Areas menu.
16	Longitude	Enter the longitude of the location.
17	Latitude	Enter the latitude of the location.
18	Location type	Select the location type: Port, Warehouse, Depot or ICD.
19	Contact	Enter the contact person’s details.
20	Phone	Phone number of the contact person.
21	Has a forklift	Whether the location has a forklift.

Route list information [3]

No.	Field	Notes
22	From location	Origin location. The selection list is configured under the shared location list menu.
23	To location	Destination location. The selection list is configured under the shared location list menu.
24	Description	Enter a description.
25	Applies to order type	Select the order types the route applies to. You can select several. If you select none, it applies to all of them.

Contact information [4]

Click Add to add contact information.

No.	Field	Notes
26	Contact type	Select the contact type: Contact (for ordinary contact details), Invoice address (this contact is the invoicing address), Delivery address (this contact is where goods are delivered) or Other address.
27	Contact name	Enter the name of the contact.
28	Address	Address of the contact.
29	Email	Email of the contact.
30	Phone	Phone number of the contact.
31	Mobile	Mobile number of the contact.
32	Company	The company this contact belongs to.

Document information per order type [5]

No.	Field	Notes
33	Order type	The order type the document being created applies to.
34	Details
35	Document name	Name of the document the order needs. The system lists documents from the Documents menu whose document type is Order.
36	Required when confirming the order	Tick this if the document must be present when the order is confirmed.
37	Description	Enter a description for the document.

Step 3

Once the information is entered, click to save it.

Result

The record after it has been created successfully.