Creating a new subject

Creating a new subject (customer, supplier, warehouse) in the database can also be performed using PANTHEON Web Light. You can enter all the necessary information about the subject that you need for your business.

HINT For more information on the form for entering subject data, see the chapter Create new subject.

This chapter shows an example of how to create a new subject – the customer MERKUR Ltd.

CASE SUMMARY Tecta has started working with a new customer, MERKUR Ltd. The person responsible enters the company and its general, contact and sales data in the Subjects register. This is done as follows: Opening the form for entering subject data Entering subject general data Entering subject contact information Selecting subject type Saving changes

1. Opening the form for entering subject data

The person responsible opens the form for entering subject data from the main menu by clicking Registers and selecting the submodule, i.e. tab Subjects. In the command line, the person responsible clicks the button New subject. A blank form for entering data opens.

2. Entering subject general data

The person responsible starts entering the subject data in the section Subject general data.

In the field Code, any subject code is entered, in this case MERKUR Ltd.

In the field Name, the long title of the company is entered, in this case Merkur Retail Ltd.

In the fields Address, Post and Country, the subject address data is entered: Cesta na Okroglo 7, SI-4202, Slovenia.

In the field Tax no., the subject country prefix SI is selected and the subject tax number 7613843777 is entered.

In the field Registration no., the subject registration number 7613843777777 is entered.

Clicking the icon (Add or edit account) in the field Bank account opens the form for adding bank accounts. In the field Account, the person responsible enters the bank account number 02923-0016828282 and selects UNICREDIT BANK Ltd. from the list of the field Bank. The person responsible clicks the plus icon and then clicks the button OK to confirm the entered account number.

From the drop-down list of the field Business documents, the person responsible selects the option K – Paper and electronic.

3. Entering subject contact information

In the section Contact information, the person responsible enters the subject contact details.

Clicking the field Select opens a drop-down list from which the person responsible selects Phone as Type of contact. In the field on the right, the person responsible enters the phone number +386425880000.

Clicking the plus icon confirms the entry, which is visible in a new row.

In the same way, the person responsible selects Email address as Type of contact and enters the email address info@merkur.si in the field on the right. To confirm the entry, the person responsible clicks the plus icon .

4. Selecting subject type

In the section Subject type, the person responsible specifies the type of subject that is being entered and add the required data according to the subject type.

To designate the subject MERKUR Ltd. as a customer, the person responsible enables the toggle button Customer. The fields for entering the customer data are displayed.

In the field Sell-to, the person responsible selects the option VAT registered, as this is a domestic company.

In the field Due date, the person responsible specifies the due date of the invoices issued to the subject, in this case eight (8) days from the date of issue.

In the field Pricing level, the person responsible specifies the Sale price.

In the field Contract discount, the person responsible enters the discount agreed with the subject, in this case 10 percent.

5. Saving changes

By clicking the button Save in the command line, the person responsible confirms and saves the subject data entered.

The subject is immediately visible in the database and ready to be used in documents or elsewhere.