How do I add a new customer?

Overview

In metasfresh, you can determine whether a business partner is a customer, vendor or both. Additionally, you can set default commercial terms and conditions that will then be automatically applied to all future business documents.

Requirements

• Add a new business partner.

Steps

Business Partner as Customer

1. Open the entry of a business partner 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. Tick the checkbox Customer.
5. Select a Pricing 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 apply the changes and close the advanced edit menu.

Example