: :  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

  1. Under the General tab, enter the customer or prospect name and his contact details.
  2. Add the customer or prospect's company logo by dragging-dropping on the Logo area.
  3. In the Miscellaneous section, enter the information about your teams in charge of the customer/prospect, like:

Entering Financial Information

  1. Under the Finances tab, enter the accounting parameters like the following account numbers: general account, collective account, etc.
  2. Check the boxes:
  3. Enter the payment terms as well as the banking information, the invoice pricing method, currencies and bank journal.
  4. Renseignez les informations relatives à la TVA :

Entering Marketing Information

  1. Under the Marketing tab, enter the following statistical information:
  2. 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.

  1. Click on the Blocking rules tab > .
  2. 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

  1. Click on the Sales advisers > > .
  2. Under the Employee section, select the main sales person first and click on to add him.
  3. 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:

  1. Enable the management rule CLIPRO_COULEUR from Tools > Setup > General setup > Special parameters > Management rules.
  2. 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