Customer form

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 relationships with other customers. Configuration of relationships has been described in the article Creating and assigning relationships 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
Customer form

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, relationships, 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.

Addresses screen

The button makes it possible to display the details of a given address (if they have been entered), as in the figure below:

Customer address details

List of contact persons

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

Contact Persons section

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

Contact person details

List of relationships with other customers

Selecting the button in the Relationships section opens a screen with all relationships assigned to a given customer.

Relationships section
Note
In Comarch Mobile application, relationships are displayed for informative purposes only.

If there are no relationships defined for a given customer, the section displays the notification “No relationships“.

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