Company Customer's Profile Information
Company Customer Profile
Customer Profile of a company customer contains the following information.
Main Data
Company name (mandatory)
Tax Code (mandatory)
Permissions
Customer's permission information:
Credit allowed: Yes or No
Marketing permission: Email and/or Mobile
Addresses
Customer's address information.
Customer’s address information fields
e-Invoice
If Solteq Connector is in use, this data can be used for sending e-invoices.
Select one of the options:
Not in use (default)
In use (enter Broker Id and Address)
e-Invoice information for the In use option
Send email (enter Email)
e-Invoice information for the Send email option
If Solteq Connector is in use, this data can be used for sending e-invoices.
Customer Groups
You can add customers to customer groups or create new customer groups, if a suitable group does not yet exist.
To remove the customer from a customer group, click the Remove (trashcan) icon next to the group.
Add the Customer to an Existing Customer Group
Click Add new group for the customer
Select the group from the drop-down menu
Selecting a customer group for a customer
Create a New Customer Group for the Customer
Click Add new group for the customer
Enter External ID and Group name for the new group, and then click Create [name of the new customer group].
Creating a new customer group
Identifiers
You can add, modify or remove identifiers for a customer.
Add a New Identifier for the Customer
Click +Add new identifier.
Select Identifier Type from the drop-down list.
Selecting the new identifier type
Enter the Identifier information.
Contact Details
You can add, manage and remove contact details for a customer.
Receipts are sent automatically via e-mail to the Company Customer contact if the Use for system notifications checkbox is checked.
Customer’s Contact Details fields
Contact Persons
You can add, manage and remove contact person e-mail addresses for a customer.
Contact Persons field