Customer Profile of a company customer contains the following information.
Main Data
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Company name (mandatory)
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Tax Code (mandatory)
Permissions
Customer's permission information:
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Credit allowed: Yes or No
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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:
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Not in use (default)
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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.
Last Purchase Date
The latest date (YYYY-MM-DD) when the customer has made a purchase.
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
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Click Add new group for the customer
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Select the group from the drop-down menu
Selecting a customer group for a customer
Create a New Customer Group for the Customer
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Click Add new group for the customer
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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
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Click +Add new identifier.
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Select Identifier Type from the drop-down list.
Selecting the new identifier type -
Enter the Identifier information.
Custom Note
You can add a free text note here (maximum length: 300 characters). The note will be displayed in the POS when the customer row is pressed.
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.
Contact Persons
You can add, manage and remove contact person e-mail addresses for a customer.
Allowed Products
In this section you can define whether the customer is allowed to purchase only certain products or product categories, by searching and selecting the products and/or product categories.
