Editing a customer

Selecting the  button available on the customer form displays a menu with the following options:

  • [Add Address] – it enables the user to define an additional address on a customer form
  • [Add Person] – it enables the user to add a contact person on the customer form
  • [Edit Customer] – it enables the user to edit the entire customer form
Editing customer synchronized with ERP system

When editing the entire customer form, the user may modify the following details:

  • Acronym
  • Name
  • TIN number
  • Accounting information (status and type)
  • Address
  • Contact details
  • Contact person
Editing customer

In the case of newly added customers, it is possible to both edit and delete a customer form. The [Delete Customer] button is available after selecting the  button.

Editing customer newly added in application

The [Delete Customer] button is only available with regard to newly added customers whose data has not been sent to the ERP system yet. A customer may be deleted if no documents has been issued for that customer and no action associated with that customer has been created.

A customer added in the application is marked with a blue icon on the list of customers.

Customer added in application

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