The customer form presents information concerning a selected customer:

• Acronym (code) and name
• TIN number
• Main address
• Default contact person
• Accounting status and tax classification. More information about tax classifications may be found in the article Tax assignment in Comarch ERP Enterprise.
• 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. Currently, the promotion type supported is Customer. Configuration of promotions has been described in the Promotions article.
• 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
• Payer
• Attachments – information about adding attachments may be found in the Adding attachments to the customer form in Comarch Mobile article
• Favorite marking

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

The button available in relevant sections make it possible to open the list of addresses, contact persons, actions, documents, and promotions 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 button makes it possible to display the details of a given address (if they have been entered), as in the figure below:

List of contact persons

Selecting the button in the Contact person section opens a screen with all contact persons defined for a given customer.

The button makes it possible to display additional information, i.e. the contact details of a given person.