Adding a new client¶
How to add a new client¶
- Go to Master data → Clients
- Press the Add button
On the next page you configure the new client. The add page has four sections to fill in:
General information¶
This section contains three fields and a toggle: the client name, the VAT number, the registration number and the status.
- Name — enter the client name. Mandatory field.
- VAT number (CUI) — enter the client's fiscal identification code. Currently not mandatory.
- Registration number — enter the client's registration number. Currently not mandatory.
- Status — toggle for activating or deactivating the client. Default is "active".
Contact information¶
This section contains five fields: address, phone, fax, email and website. It is not mandatory.
- Address — enter the client's full address.
- Phone — enter the client's phone number.
- Fax — enter the client's fax number.
- Email — enter the client's email address.
- Website — enter the client's website.
Banking information¶
This section contains two fields and two toggles: bank, Iban, VAT payer and VAT on collection. It is not mandatory.
- Bank — enter the bank where the client holds an account.
- Iban — enter the IBAN code of the client's account.
- VAT payer — enable if the client is a VAT payer. Enabled by default.
- VAT on collection — enable if the client applies VAT on collection. Enabled by default.
Additional information¶
This section contains two fields: details and GLN. It is not mandatory.
- Details — enter details about the client.
- GLN — the client's Global Location Number.
After you fill in all the mandatory fields and the desired ones, press Add to create the client or Cancel to discard the entry.