Adding a new customer

The application makes it possible to add a new customer form. In order to do so, it is necessary to select the  button available on the upper bar of the customer list.

Button for adding new customer on customer list
Note
Required fields are marked in red.

The Add Customer screen is composed of the fields presented below:

Registration of new customer form

Selecting the  button makes it possible to add customer contact details and addresses.

By default, a customer status and customer type are retrieved from the ERP system and are non-editable.

In order to save a new customer, it is necessary to fill in all required fields and accept the data entered by selecting the  button.

Adding customer contact details

In the Contacts section, it is possible to add customer contact details. Available contact types include:

  • Phone
  • E-mail
  • URL
  • Fax
Registering contacts

Selecting the  button adds contact details. Selecting  deletes them.

Adding customer addresses

In the Addresses section, it is possible to add other customer addresses.

Adding additional address
Note
Required fields are marked in red.

It is possible to create several addresses, depending on their type:

Selecting address type

Once required fields are filled in and changes are saved, the new address is added to the Addresses section. The user may modify data entered by selecting the [Edit]  button or delete an address by selecting .

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