Display the Table of Contents
: : Creating a Customer/Prospect Record Sheet
To create a customer/prospect, go to Third parties > Customers/Prospects >
Create a customer or Create a prospect.
Entering General Information
- Under the General tab, enter the customer or prospect name and his contact details.
- Add the customer or prospect's company logo by dragging-dropping on the Logo area.
- In the Miscellaneous section, enter the information about your teams in charge of the customer/prospect, like:
- Code of your company and entity or internal team in charge of the customer or prospect.
- The sales person and account manager.
- The status: out of the target, prospect, short term...
- The customer or prospect account opening and closing dates.
Entering Financial Information
- Under the Finances tab, enter the accounting parameters like the following account numbers: general account, collective account, etc.
- Check the boxes:
- Groupe si un client/prospect fait partie du même groupe que la société de travail.
- Nom comptabilisé si le client/prospect n'est pas comptabilisé.
- Ne pas relancer si le client/prospect ne souhaite pas être relancé.
- Géré en affacturage si le paiement des créances du client/prospect est géré par une société d'affacturage.
- Dématérialisation des factures si le client/prospect accepte les factures au format électronique.
- Externe / interne / virtuel en fonction du type de client/prospect. An internal customer is used to create internal projects. It is a supplier that can be configured as employee for expense report for example.
- Enter the payment terms as well as the banking information, the invoice pricing method, currencies and bank journal.
- Renseignez les informations relatives à la TVA :
- Exonéré : cochez si le client/prospect est exonéré de TVA.
- VAT number.
- Domaine : ce code renvoie à une table permettant de définir des équivalences entre codes TVA pour les clients/prospects. When creating an accounting voucher, the system can replace the sold product VAT by the VAT defined for equity.
- Geographical zone for VAT management.
Entering Marketing Information
- Under the Marketing tab, enter the following statistical information:
- Customer or prospect classification family and sub-family.
- Customer or prospect’s profession, job category, grouping code or sector.
- Exclusion codes: codes or keywords allowing you to exclude the customer from some of your analysis and reporting systems.
- Keywords to search for a customer or prospect.
- Fill in the juridical information and add relevant additional information such as SIREN/SIRET to check if there is no redundancy.
[Customer only] Enter the information to block if the threshold is exceeded.
- Click on the Blocking rules tab >
.
- After the input of the global or open accounting amount, enter the functions to be blocked as soon as the threshold is exceeded. By default, this tab is not displayed (see user preferences).
Associating Sales Persons to your Customer
- Click on the Sales advisers >
>
.
- Under the Employee section, select the main sales person first and click on
to add him.
- Repeat the operation for all other sales persons.
Save your customer or prospect record sheet by clicking on the
icon on the upper left.
Enter the customer's level of reliability.
You can use a color code system to indicate the reliability of your customer. It will be helpful when you will create your business objects.
To do so:
- Enable the management rule CLIPRO_COULEUR from Tools > Setup > General setup > Special parameters > Management rules.
- In the customer record sheet, click on the boxes next to your customer's name
and select the customer's reliability level. This information will be available in all the business objects you will create for this customer in the Sales Module
Display the Table of Contents