This tab is divided in two parts. The left-hand side presents information regarding customer/vendor and the right-hand side presents information about secondary customer/secondary vendor.

Both tabs contain the following customer/vendor data:

• contact and address data,
• GLN number
• data of customer’s/vendor’s default contact person,
• code,
• name,
• loyalty card number
• TIN number
• EIN
• NIN

The data is completed automatically, upon selecting a customer/vendor in document header.

The field Loyalty Card No is available in definition of SQ, SO, R, SI, ASI and their corrections and on TF and DM documents. Its value is completed automatically, if a given customer/vendor has an active loyalty card assigned. When changing customer/vendor on a document, the system re-verifies loyalty cards assigned to customer/vendor:

• if in the system there is an active loyalty card, its number is automatically filled,
• otherwise, the field Loyalty Card No remains empty.

Upon selecting customer(s)/vendor(s) on a document, their main address is automatically set as customer’s/vendor’s address. The default delivery address (provided that such an address has been defined on customer/vendor form) or the default main address (if no delivery address has been defined for customer/vendor) is set as secondary customer’s/secondary vendor’s address by the system.

An address, which has been retrieved by default by the system onto a document, can be:

• changed – by selecting another address defined in the customer/vendor form or by creating a new address and uploading it into the document
• completed – in case of absence of some information (data can be specified in empty fields of the address uploaded into a document)
• edited – the displayed data can be modified

The possibility of completing and editing customer’s/vendor’s contact and address data directly in a document is available only for operators, who belong to a group which has the permission Edition of address in a document and right to modify address assigned.

An operator who belongs to an operator group which does not have rights to edit an address, can only change an address on a document to a different one using […] button, the other fields from the tabs Address and Contact Person and fields on their subtabs (Contacts and Description) are inactive. In such a case, an operator can only select another address defined on the card of this customer/vendor or create a new one, provided that he/she has permission to add addresses.

If an operator has the permission to edit an address granted and decides to edit or complete missing address data on a selected document, this has an impact on information saved on customer’s registration form. Such an address is automatically archived and replaced with a newly created address, including all changes applied by the operator. Exception is the situation when a modified address has not yet been used anywhere in the system (e.g. on another document). Then, such an address is updated – it is not archived and no new address is created.

In practice, it happens that it is needed to issue documents with an address which has been already archived. In order to issue a document with an archived address, it is necessary to select the change address type button ([…]) and on the opened in this way customer’s contact list uncheck parameter Only active. Unchecking the parameter displays archived addresses which can be selected on the document.

By default, the system does not allow to update customer’s data and address on a document with one of the following statuses: Posted, Posted and Printed on Receipt Printer

Modification of customer’s data on confirmed documents is available only for an operator who belong to a group which has permission Update of customer/vendor data on confirmed documents granted, which is available from the level of Configuration Company Structure Operator Groups edition of a selected group tab Other Permissions. Upon selecting the parameter, it is possible to update address on most of documents in the system from the level of:

• document header
• Customers/Vendors tab

For most of trade/warehouse documents it is not mandatory to complete customer/vendor address. It is required by law only in reference to invoices.

GLN number, presented among the address data, is used during electronic document exchange between the partners. It identifies a company and its location in accordance with the global standards.