Depending on what you have checked off for, Customer or Supplier, you will either get into the customer or supplier card when you have clicked on ‘Add button’.
Name: Supplier/Customer name
Company number: Unique identification number (business registration number) of the customer/supplier.
EORI #: Unique identification number for the customer/supplier, used by the EU customs authorities.
Language: The language that is selected here also controls the language in the fields for Payment terms, Delivery terms and Delivery method.
Our customer number: Your customer number with the customer/supplier.
Supplier/Customer info:
Supplier no./Customer no.: We recommend inserting the subsidiary ledger number of the supplier/customer that you have in your finance system here. Alternatively, a number can be taken from an internal meter - click on the # button for this. This meter ‘Supplier subsidiary ledger number/Customer subsidiary ledger number’ can be set up specifically under the menu ‘System’ → ‘Miscellaneous system settings’ → ‘Meter’. For details, see separate description.
VAT group: If the default VAT group is set under the menu ‘System’ → ‘Addressees’ → ‘VAT group’, this will come into this field by default.
Group: Gives the option to group suppliers/customers in specific groups.
Currency: This field should be set to compulsory, meaning that it must be completed. Currency is created under the menu ‘System’ → ‘Addressees’ → ‘Currency’ (currency rate is also updated here).
Hour Rate: Only available for Supplier. The hour rate that is inserted here is used as the default on assignments. Note that if the hour rate is set for a contact, this will be used if the contact person is linked to the work order.
Payment terms/Delivery terms/Delivery method: This is language-controlled, i.e. it is controlled by the language inserted for the supplier. As the system default, a range of payment and delivery terms are linked to the Norwegian and English languages. You can create these for other languages yourself (currently German and Swedish) under ‘System’ → ‘Addressees’ … . Payment and delivery terms that are linked to the supplier are automatically retrieved from here when a purchase order is created.
Address
The address info that is inserted here will be set as the default visiting address.
Contact Information
Your ref: The reference that is inserted here will not automatically be inserted as ‘Your ref.’ on purchase orders or invoices. This person must be inserted as a contact and retrieved here by editing the addressee.
Email: The address will be directly available in the list view of addressees.
WEB: The address will be directly available in the list view of addressees.
Account information - various account information can be inserted as needed.