Customer

Overview #

Nervatura handles all the partners, suppliers and customers of the company consistantly, at one place.

Input fields #

Customer No. #

Unique ID, generated at the first data save. The format and value of the next data in row is taken from the DOCUMENT NUMBERING (code = custnumber) data series.

Customer Name #

Full name of the customer.

Customer Type #

company, private, other

Taxnumber, Account No., Tax-free #

Main general data.

Credit line #

Customer’s credit limit. Data is used by financial reports.

Payment period #

Value given here overrides the default deadline field.

Discount #

If new product line is added (offer, order, invoice etc.) all products will receive the discount percentage specified in this field. If the product has a separate customer price, the value specified here will not be considered by the program.

Comment #

Remarks field.

METADATA #

Unlimited number of supplementary data can be added.

ADDRESS DATA #

Country, State, Zipcode, City, Street, Comment
Unlimited number of address data can be added. The default report templates will consider the first address row being the address.

CONTACT INFO #

Firtsname, Surname, Status, Phone, Mobile, Other, Email, Comment
Unlimited number of contact data can be added.

EVENT #

Unlimited number of events can be added.

Operations #

REPORT #

DATA EXPORT

BOOKMARK #

Set a bookmark for the record. Later can be loaded from bookmarks at any time.