1. Selecting a Register

First open the Subjects register from the menu.

You can also open the register using the function key , or by clicking the shorcut; icon, set in the taskbar.

2. Creating a New Customer

Click the new record button in taskbar. A blank form made ready for entering of a new customer is opened.

In the upper section of the form enter the most basic customer-related data, that is, the customer's ID and customer's name. The name is automatically transferred to the Name 2 field.

To find out the company locations, click . It opens a map with a marker showing company locations.

Having entered ID and name of subject you can enter the missing information in the General panel.

Name - The most important data in this register is a unique ID of the subject, which by default represents its name. It may contain a maximum of 30 characters.

Address -Here is the address of the subject.

Postal Area - Enter or select a postal code. You can open the corresponding register by double-clicking the field.

Country - Enter or select a country where the subject's head office is located. You can open the corresponding register by double-clicking the field.

Distance - Having entered the distance from our company in the Postal Codes register, it will be displayed here in kilometers. You can also enter it manually. Data is being used when creating trips.

Phone - Enter phone number of subject's head office. Additional phone numbers of company employees and of individual departments can be entered in the Contacts dropdown panel. Access it by clicking the corresponding field below.

Fax - Enter numbe of company fax. Additional fax numbers of company employees and of individual departments can be entered in the Contacts dropdown panel. Access it by clicking the corresponding field below.

URL - Enter the subject's Internet address.

CIS - Select ID of standard classification of institutional sectors from the CIS register. You can open the corresponding register by double-clicking the field.

Activity Code - Enter or select an activity code from the Activity Codes register. Open it by double-clicking the field. It is MANDATORY for means of one's own company, where it is being used on certain prescribed forms.

VAT Number - Enter or select subject's VAT number. It offers you an opportunity to verify data by double-clicking the tax number and you are redirected to the Inetis website, where data of all companies in Slovenia is published. You must have Internet connection. You can also access thios search from the wizards menu (see Find Company Data).

Tax numbers of the taxable persons from all EU Member States can be verified on the website:

http://ddv.inetis.com/iskalnik.aspx?isci=

Registration No. - Enter subject's registration number from the register of the Statistical Office. To check data just double-click the registration number and you will be redirected to the Inetis website, where data of all companies in Slovenia is published. This is only possible if you have Internet connection. This search can also be accessed from the wizards menu (see Find Company Data).

Here you can enter customer data. They will be used in receiving of orders, issuing invoices and in the Financials module. General information about the customer is entered in the General panel.

3. Entering Data

3.1. Entering Contract Discount

Enter agreed amount of discount which represents the default discount for purchasing goods. Enter it as percentage.

3.2. Entering Currency, Payment Method, Delivery, Delivery Term, Place and Subject Type

• Currency - Set currency used in invoices issued to customer. The currency used in customer's resident country is offered by default. That is, the currency is used in creating customer documents. Of course, you can change it at will.
• Pmnt. Method - Enter or select payment method.
• Deliver Via - Enter or select a delivery method.
• Delivery Term - Enter or select delivery term ID.
• Place - Enter or select place of delivery term for customer.
• Subject Type - You may select (NON-MANDATORy) a subject type from the Subject Types register.  It serves as a template for the Subjects register by using general settings, for example, the currency, number of days of payment and similar. If a common characteristic for an individual type of subjects is changed subsequently (e.g. number of days for payment), you can change it in the Subjects register by using the Copy function.  

3.3. Type of Price Calculation, Type of Sale and Price Range

Select how the discount should be shown in sales orders and documents of issue:

• Show Contract Discount Separately - Griss pirce and percentage of discount are shown separately (default choice)
• Show Discount Separately - If selected, sale price (price of the first price range from the Items register) will be selected always for the price in line, while the difference from the actual purchase price is shown as item discount. Here it is not recommended to change discount for item! This calculation is only suitable for sales and sales orders because the basis for discount calculation is the sale price.
• Discount Included in Price: Only net sale price, already deducted for discount, is shown in the document.

Select type of sales which will be used by default when creating a new issued invoice and sales order. Type of salesis perfect for validating VAT records. Select among the following:

• VAT registered - Sales to domestic taxable persons, identified for VAT (default selection).
• Export - Export of goods into third countries, which belongs into the Book of issued invoices.
• Export - EU - - export of goods to EU Member States that belongs to the Book of issued invoices for deliveries to the EU if the subject has been registered for VAT purposes in one of the EU Member States (see General Subject Information).
• End Customer – Sales to domestic and foreign non-VAT-registered persons.

Select among the three price ranges representing the default price group into which the customer belongs. Select the price range, from which the program may take the sale price for this customer when creating the order. Nomination of price ranges can be changed at will following the path Program Parameters | Items | General in the Administration Panel.

3.4. Electronic Data Interchange

Enter this data with customer or supplier; they can be shown with one as well as with the other type of subject. Select the parameters for business operations with the company through the interchange of document in electronic data interchange:

Business Documents - with this option selected from the dropdown list, if the invoices, issued to this subject are being exported into electronic data interchange or not (all documents of the subject can be imported, regardless of, what type of business operation we select for it).

• Traditionaland Electronic - it is being exported into e-Slog by default (until further it has the same effect as the Electronic e-Slog - simple invoice type).
• e-Slog - Simple Invoice - It is being exported into e-Slog by default, as a simple invoice.
• Traditional - it is by default NOT exported into e-Slog with the use of the function for exporting the selected documents (see for example Export of e-Slog Documents for Customer).

Subject's EAN Code - It is used for the identification of subjects, with which you are interchanging the documents via the e-Slog.

Documents are Signed - For import of data from e-Slog files: the checkbox means the request for mandatory checking of authenticity of electronic signature of the sender. If mandatory checking of the documents, received from this subject has been selected, but the document has not been signed, the import is not possible and the program will return an error (see 5343 Document is not signed!).

(The checkbox does not affect the signing of exported documents - for this purpose the signing of exported documents has been selected in the Program Parameters | Company | General of the Administration Panel.)

Documents are Encrypted - is not available yet

3.5. Interest

Calculate Interest - By default it is checked. If uncheced, no candidate for calculation will appear in interest calculation.

Interest Rate Type - Set the type of interest rate for calculation of interest, for example by contract.

3.6. Confirmation

For confirmation of entered data in the task bar, click the confirmation button .