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Corporate customers
Card of a corporate customer
Creating a corporate customer

Creating a corporate customer
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To create a corporate customer card, click on the "New" button in the top right corner of the workspace.

When creating a corporate customer, you will first be asked to fill in their main data:

  • Name (required field)
  • Responsible manager
  • The store to which the created corporate customer belongs

After specifying the main information about the corporate customer, you can then fill out the information in the "Contacts", "Companies" and "Addresses" blocks.

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Contact person/s (Corporate customer)
A contact person is a customer for whom a connection with a corporate customer was established. This article describes how to create and use main contacts with the rest of the corporate customer's data.
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