Company Customer's Profile Information

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.

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)

  

• Send email (enter Email)

  

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

1. Click Add new group for the customer

2. Select the group from the drop-down menu

   

Create a New Customer Group for the Customer

1. Click Add new group for the customer

2. Enter External ID and Group name for the new group,  and then click Create [name of the new customer group].

   

Identifiers

You can add, modify or remove identifiers for a customer.

Add a New Identifier for the Customer

1. Click +Add new identifier.

2. Select Identifier Type from the drop-down list.

   

3. Enter the Identifier information.

Contact Details

You can add, manage and remove contact details for a customer.

Receipts are sent automatically to Company Customer via e-mail, if the customer’s Contact Details include an e-mail address. If there are multiple e-mail addresses, the first one found in the system will be used.

Contact Persons

You can add, manage and remove contact person e-mail addresses for a customer.