Adding general information

Add a customer.
  1. Fill in the following information:
    Field Task
    Code Fill in a short description of the name, for example NM
    Name Fill in the description in full, for example Name
    Language Select a value from the drop-down menu.
    Description Fill in the description of the customer.
    External ID Fill in a reference number, usually provided by the customer.
    Sector Fill in a sector as configured in the Configuration menu.
    VAT Fill in the VAT number of the customer.
    Attention: A code and name are required.
  2. Click in the task bar to save any changes.
Next, you can fill in the information in the Address tab.