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.