To begin, navigate to the All Customers tab. You will see an option to start building your network.

2.1. Choose Customer Type

You have two types of customers you can add:

• Professional: Select this for any business, non-profit, or other organized entity. This option allows you to enter detailed corporate information.

• Individual: Select this for a single person who is a client but does not have a formal business structure.

  

2.2. Filling out the Customer Profile

When you select "Professional" a detailed form will appear.

Step 1: Core Company Information

Enter the fundamental details of the business:

• Professional Name: The legal name of the company.

• Incorporation Country: The country where the business is registered.

• Tax Number: The official tax identification number.

• Contact Details: Phone Number, Fax Number, Email Address, and Website.

• Addresses: Provide a full billing address, including city, state, and postal code. You can add multiple addresses if needed.

  

Step 2: Business and Accounting Details

This section helps categorize the customer and link them to your financial operations.

• Business Overview: This area requires you to define the customer's role in the supply chain and their industry.

  • Role in Supply Chain: Choose from options like Supplier, Distributor, Retailer, or Outsourcing.

    

  • Industry/Sector: Select one or more industries that best describe the customer's business, such as Web Hosting Company, Quality Assurance and Testing, or Restaurant.

• What role do you play in your interactions with the customer?: Define your relationship from a dropdown menu (e.g., Business Owner/Manager).

  

• What is your currency and payment terms?:

  • Currency: Select the currency for all transactions with this customer (e.g., US Dollar).

  • Payment Terms: Define the payment schedule. Options include:

    • Payment Upfront: Payment is required before goods or services are delivered.

    • Net 7: Payment is due 7 days from the invoice date.

    • Net 10: Payment is due 10 days from the invoice date.

    • Net 15: Payment is due 15 days from the invoice date.

Accounting: This area is crucial for integrating the customer into your financial framework. It allows for detailed financial analysis and internal tracking.

• Financial Analysis: This feature lets you organize and associate specific financial accounts with the customer.

  1. Begin by selecting a high-level financial category, such as Permanent financing accounts, Fixed asset accounts, or Current asset accounts (non-cash).

     

  2. Drill down into more specific sub-categories. For example, if you select Current asset accounts (non-cash), you can then choose from options like Stocks, Current assets receivables, or Securities.

     

  3. Finally, select the precise general ledger account you wish to associate, such as Goods (group a) (3111) or Raw materials (3121). This detailed association is vital for accurate financial reporting.

     

• Enter Professional subaccount in the field below: Assign a unique code to this customer for internal financial tracking and reporting.

Step 3: Finalize Legal, Contact, and Financial Information

After saving the initial details, you will proceed to the final page to add compliance, contact, banking, and feedback information. This page features a navigation menu on the left to guide you through the sections.

3.1. Legal Information

Provide the necessary legal and tax identifiers for the customer's organization, such as:

• Goods and Services Tax / Harmonized Sales Tax Number
• Corporation Income Tax Account

3.2. Contact Manager

Add key contacts from the customer's organization. For each contact, you can include their full name, title, phone number, and email. You can also designate one individual as the primary contact.

3.3. Banking Details

Securely store the customer's banking information for payments and transactions. You can add multiple accounts and specify the Account Holder Name, Bank Name, IBAN, SWIFT/BIC Code, and Account Number. You can also mark one as the primary account.

3.4. Customer Feedback Review

This powerful section lets you assess and record your relationship with the customer, and it’s also shared with the sales team for better collaboration and transparency.

• Solvency State: Rate their financial health on a 5-star scale, from "Insolvent" to "Highly Solvent."
• Customer Loyalty: Classify their loyalty level using descriptive emojis, from "Inactive" to "Loyal."
• Discount Rate: Set a preferred discount percentage (e.g., 10%, 20%) to offer for purposes like rewarding loyalty.
• Communication Preference: Note their most effective communication channel (Email, SMS, or Call) to optimize your interactions.

Once all sections are complete, click Finish to save the new customer to your network.

Next: Learn how to create your first Invoice.