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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 windowBusiness Partner” in the detailed view.
  2. Go to the record tab “Customer” at the bottom of the page.
  3. Open the Advanced Edit Menu.
  4. Check the box Customer.
  5. Optionally, you can add further terms and conditions, such as Payment Rule, Credit Limit, Payment Term, Price System etc.
  6. Click “Done” to close the window and add the terms and conditions to the tab.


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