Views
In the main view of creating a customer, there are five main tabs.
On the Basic Information tab, the company's basic information is filled in.
On the Applications tab, the programs and additional features that will be available to the customer are selected.
On the Settings tab, the commonly used settings in the selected programs are filled in. The Common settings view has three sub-tabs.
- On the Settings sub-tab, general settings for the company are filled in, such as contacts and bank accounts.
- On the Registers sub-tab, the registry information used by the company is filled in, such as the chart of accounts and VAT codes.
- On the Dimensions sub-tab, the cost units and accounting objects used by the company can be imported.
On the Other tab, there are important links and instructions for other tasks related to customer creation, such as ordering e-invoicing connections and banking channels.
Main Tab Indicators
The main tabs use the following indicators to mark mandatory information and completed sections.
"Correct Mark" - A "correct mark" is displayed in the upper left corner of the information section when all mandatory information in the section has been filled in.
Red fields - Red fields indicate still missing mandatory information. When the field is filled in, the color changes to gray.
Main Tab Action Buttons
At the bottom of the main tabs, there are action buttons:
The Go back button allows you to return to the previous main tab.
The Save draft button allows you to save the current state and pause the creation process for now. You can return to complete the creation later. Paused customer creations are visible in the main view's Draft status. Information on the main tabs does not need to be saved separately; you can move directly to the next tab after filling in the information. This button is only used when you want to pause the customer creation and return to it later.
The Next button allows you to move to the next main tab. The button is activated only when all mandatory information in that section has been filled in.
Sub-Tab Action Buttons
The information on the sub-tabs is saved automatically, and after filling in the mandatory information, you can move to the next sub-tab by clicking on the name of the sub-tab. You can exit the sub-tabs by clicking the Save and close button in the lower right corner. Open instructions button in the upper right corner opens HelpCenter instructions.