General Information
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This section allows users to enter key details required for customer registration. Fields marked with an asterisk (*) are mandatory for record creation and system functionality. The form includes the following fields:
Customer Number: A unique identifier assigned to each customer for tracking and reference purposes.
Customer Name: The official name of the customer.
Status: Indicates the current status of the customer (e.g., Active, Inactive, or Duplicated).
Customer Since: The date when the customer was first associated with the company.
Website: A field to input the customer’s official website for quick reference. Once a website is added, an external link icon will appear, allowing users to navigate directly to the website.
Notes: Allows users to record relevant details such as working hours, payment terms, performance evaluations, and delivery schedules
To understand the icons in the top-right corner, click here.
In this section, you can select one or more certifications associated with the customer. These certifications help classify and validate the customer's compliance with industry standards or specific requirements.
This section allows users to enter and manage billing and shipping addresses for a customer. Both addresses include fields for street, country, state, city, and postal code.
If the shipping address is the same as the billing address, click on "Copy Billing Address", and the system will automatically fill in the corresponding fields.
If the Country field is modified, the State/Province field will be reset, and the list of states/provinces will be updated accordingly.
