Customers
The Customers section allows you to view and manage contacts registered as customers within the platform.
Figure 1. Customers list
Customers List
The list displays the main information for registered customers.
Identifies the registered customer.
Displays the code associated with the customer.
Displays the email address associated with the customer.
Available Actions
Allows you to locate customers within the list.
Allows you to register a new customer.
Create Customer
The New Customer option allows you to register the general, contact, tax, and commercial information corresponding to the customer.
Figure 2. General information, address, and contact details for a Customer
General
Allows you to define the account type corresponding to the customer.
Allows you to enter the customer's name.
Displays the code associated with the customer.
Allows you to enter a brand associated with the contact.
Allows you to associate tags with the customer.
Allows you to upload an image associated with the contact.
Main Address
Allows you to enter the main address.
Allows you to enter additional address information.
Allows you to enter the corresponding city.
Allows you to enter the postal code for the address.
Allows you to select the country corresponding to the address.
Allows you to select the associated province.
Contact Information
Allows you to enter an account number associated with the customer.
Allows you to enter the email address.
Allows you to select the language associated with the contact.
Allows you to enter a phone number.
Allows you to enter a mobile phone number.
Allows you to enter the website associated with the customer.
Figure 3. Tax and commercial information for a Customer
Tax Information
Allows you to select the corresponding tax status.
Allows you to select the associated document type.
Allows you to enter the corresponding tax identification number.
Commercial Information
At the bottom of the form, the Sales, Purchases, and Other Information tabs are available.
Sales
Allows you to select the associated salesperson.
Allows you to select the corresponding payment terms.
Allows you to select the associated payment method.
Purchases
The Purchases tab allows you to access commercial information related to the customer's purchases.
Other Information
The Other Information tab allows you to access additional configurations associated with the customer.
Actions
Creates the customer using the entered information.
Saves the current record and starts the creation of a new one.
Closes the form without creating the customer.
Once created, the customer becomes available in the Customers list for viewing and management.