1. Sales - Customers
Cilck on Customers to add New Cutomer
2. Customer list - add new customer
Click on icon (+)
3. Customer data - Header
Enter customer information - mandatory fields are marked with (*)
1. Choose - Company or Person.
2. Choose Vat payer / not subject to Vat ( usually person)
3. Enter Vat number if Company
Add "Foreign" customer checkbox if company is not from Slovenia,
4. Customer address
Click on "+ Add Address".for adding one or more customer addresses
1. Choose address type "Račun" - company headquaters, "Dobava"- warehouse address, "Poslovna enote" - business unit
2. Enter Street name and number, zip code, city and country
5. Customer contact data
Cilck "Add contact" and enter Phone, Mobile phone num, Email
6. Save entered data
Save entered data
7. Other
When adding a new customer on ''Business info'' you can add additional info about the customer that you can see internal. You can also specify the info that it is printed on the document:
On your customer you can also arrange a due date that will automatically appear on a sales order.
1. On your company data first mark: paymentDueDateFromPartnerToSalesOrder
2. Add to a new customer or change to an existing one and save.
Written on a sales order:
