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How do I add a new customer?


In metasfresh, you can define whether a business partner is a customer, vendor or both. Additionally, you can preconfigure the commercial terms and conditions that will then be set as default for all future business documents.


Business Partner as Customer

  1. Open a business partner entry in the detailed view.
  2. Go to the record tab “Customer” at the bottom of the page.
  3. Open the advanced edit menu of the customer line.
  4. Check the box Customer.
  5. Select a Price System.
  6. Select a Discount Schema.
  7. Optional: Add further terms and conditions, such as Payment Rule, Payment Term, Dunning, etc.
  8. Click “Done” to close the advanced edit menu and add the terms and conditions to the tab.


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