The customer form presents information concerning a selected customer:

• Acronym (code) and name
• TIN number
• Main address
• Accounting status and type
• Information on actions scheduled for the current date
• Number of the last document issued for the customer
• Information on whether there are promotions available to the customer
• List of warehouses shared on the profile of a given representative in Comarch Mobile Management
• Item group shared for the purposes of the customer
• Currency
• Main customer details
• Favorite marking
• Address, with a possibility to open it on the map
• List of scheduled actions
• Option to schedule a new action

The  and  buttons display, respectively, an address and a route on the map.

The button available in relevant sections make it possible to open actions, documents, promotions, or distributors/warehouses associated with a customer.

List of customer addresses

Selecting the  button in the Address section opens a screen with all addresses defined for a given customer.

The Actions section indicates whether there is an action (appointment) concerning a displayed customer scheduled for the sales representative on a given date.

Subsequent rows of the Commercial section present the following information:

• Last Document – the number of the last SO document issued for a given customer:
  • Selecting the button makes it possible to issue an SO document
  • Selecting the button opens the list of SO documents issued for a given customer
• Promotion – currently, the supported promotion type is Customer. More information on the configuration of promotions may be found in the article Adding promotions in Comarch ERP Enterprise.
• Items – an item group assigned to a given customer
• Currency – a currency in which documents are to be issued for a given customer
• Main Customer – the main customer defined for a given customer
• Payer – a payer defined for a given customer