metafresh logo and link to homepage

How do I add a new customer?

Overview

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.

Steps

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 window and add the terms and conditions to the tab.

Example


Zur Quelldatei auf github.com