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
- [Add Attachment] – it enables the user to add an attachment to the customer form
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Selecting [Edit Customer] makes it possible to edit the entire customer form; the user may modify the following details:
- Acronym
- Name
- TIN number
- Accounting information (status and tax classification)
- Address
- Contact details
- Contact person
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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.
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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.