Code

Enter a unique code for the customer.

Name

Enter a unique name to identify the customer.

Status

Displays the current status of the customer.

Primary contact

Select the primary contact person at the customer's.

Visiting address

Select the customer's visiting address.

Postal address

Select the customer's postal address.

Phone number

Enter the customer's phone number.

Website URL

Enter the customer's website address.

Domain name

Specify the customer's domain name. This domain name should also be included in the user names of the users who are linked to the customer, as follows:

If the domain name is not filled in and included in the user names, you cannot link user accounts for this customer.

Logo

Select the image representing the customer's logo, which is to be displayed in the About box. You can select an existing logo or upload a new one.

Relevant business unit

Select an appropriate business unit to which the customer belongs.

Industry

Select the industry to which the customer belongs.

User code

Displays the customer's user code and name.

Service locations

Displays the service locations linked to this customer.

Account manager

Select an account manager from the list.

Account number

Enter an account number.

Billing address

Select the customer's billing address.

The addresses in the list are defined in Contact Management.

Billing remarks

Enter remarks (if any) about the billing.

Cash buyer?

Select Yes to indicate that the customer is a cash buyer. No is selected by default.

Chamber of commerce number

Enter the Chamber of commerce number.

Credit number

Enter the credit number.

Debit number

Enter the debit number.

Owner of account

Select an account owner.

VAT number / Tax number

Enter the customer's VAT / Tax number.