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   Using PANTHEON Granules at Tecta, a fictional company
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Label

F5 - Customers

Subjects

010378.gif010379.gif010380.gif010381.gif010411.gif010382.gif010383.gif

 

Click this icon  or press the  005730.gif key to go to the panel for entering a customer.

Which form will open dependes on settings in POSX Settings:

In case the above settings are set then by pressing F5 an IRIS message appears where a choise can be made either to Insert or Edit a new subject:

This button allows you to enter a new customer in case in Settings option "Edit and Insert" is chosen. Otherwise the form opens without this button and it is ready for entering a new subject.
Is end customer

Switch is set on in case subject is an end customer.
Is Natural person Switch is set on in case subject is a Natural person. In this case GDPR laws will apply.

Subject

 Name of subject is entered. By this name also preliminary search is done.
Name 2 Name 2 of subject is entered. Field is not mandatory.
VAT prefix and number VAT prefix and VAT number is entered. 
Name 3 Name 3 of subject is entered. Field is not mandatory.
Address Address of the subject is entered/modified.
Postal Area Postal Area is chosen from the Postal Area settings. In case a Postal Area does not exist yet it has to be first entered in Postal Area Settings.
Country Country is selected from list of countries. In case a country does not exist yet in Country settings then it has to be entered there first.
Phone Phone (landline) is entered of the subject.
Mobile Phone Mobile phone is entered of the subject.
Email Email of the subject is entered.
Contact persons

The Name, Surname, Phone and Email are shown from Contact persons form Subjetc Settings.

 

000001.gif By saveing/confirming the entered data about the Customer then all the data will be transferred in Subject settings.
000001.gif If you wish to msell anonymously, it is best to open an ID for an anonymous customer in the Subjects register (for example End Customer or Cash Register Customer) and set it as the default customer in the Document Types register.

 

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