To create a prospect, go to People > Customers/Prospects, click on the arrow at the right of
, then select New customer or New prospect.
Entering general information
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Under the General tab, enter the customer or prospect's call name and contact details. |
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Drag and drop the customer or prospect's company logo on Logo. |
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Enter the SIRET / SIREN # to identify homonyms. |
If the SIRENE API is configured, click on
at the left of the field to identify the SIRET or SIREN number and therefore automatically fill in the following fields: the call name, the APE code, the full address (SIRET only), the legal form and the SIREN number (only if the SIRET number was already indicated).
Reference
For more information about how to set up the SIRENE API, refer to the Setup Guide - Administration Console.
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Under the Contact details section, enter the name of the country. |
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In the Miscellaneous section, enter information about your teams in charge of the customer/prospect, for example: |
- your company's code, the internal entity or team in charge of the customer or prospect;
- the salesman and the account manager;
- the status: out of target, prospect, short term...;
- the customer or prospect account's open and closure dates.
Entering financial information
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Under the Finances tab, enter the accounting parameters such as the account numbers: general account, reconciliation account (the general account linked to a third-party's account and the customer Interco code). |
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Check the following boxes: |
- Group, if a customer/prospect belongs to the same group as the working company.
- Not booked, if a customer/prospect is not booked.
- Factoring supported, if the payment of the customer/prospect outstanding amounts is issued by a factoring company.
- Dematerialize invoices, if the customer/prospect accepts electronic invoices.
- External / Internal / Virtual, depending on the type of customer/prospect. An internal customer is used to create internal projects. For example, a company can order services to another company of the same group.
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Enter the payment terms as well as the banking information, the invoice pricing method, the currency and the bank journal. |
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Enter the No. Days in the Holdback section. This number of days enables you to calculate the due date for holdbacks associated with the customer. If no value is indicated in this field, then search for the information in the company's record sheet. |
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Enter VAT-related information: |
- Exempt: Check the option if the customer or customer prospect is exempt from VAT. This option is displayed only if the customer's country is FR (France).
Note
If the customer's country is neither France nor an EU country, the customer is considered VAT-exempt.
- VAT number: EU VAT number.
- Functional Area: this code refers to a table that enables equivalences between VAT codes associated with customers / prospects. When creating a management object, the system can replace the sold product's VAT by the VAT defined in equivalence.
Entering marketing information
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Under the Marketing tab, enter the following statistical information: |
- Customer or prospect's family and sub-family.
- Customer or prospect’s profession, job category, grouping code or sector.
- Exclusion codes: the codes or keywords allowing you to exclude the customer from some of your analysis and reporting systems.
- Keywords to enter when searching for a customer or prospect.
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Enter the legal and additional information |
[Customer only] Enter the information to block if the threshold is exceeded.
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Click on the Blocking rules tab > . |
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After entering the total or outstanding amount, indicate the features to be blocked as soon as the ceiling is exceeded. This tab is not displayed by default (refer to user preferences). |
Associating salesmen with your customer
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Click on the Salesmen tab > > . |
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Under the Employee section, select the main salesman and click on , on the right side of the screen. |
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Repeat the operation to add additional salesmen. |
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Save the customer or prospect's record sheet by clicking on at the top left of the screen. |
Indicating the customer's level of reliability.
You can use a color code system to indicate how reliable is your customer. It will be helpful when creating future management objects.
To do so:
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Go to Tools > Setup > General setup > Special parameters > Management rules, and enable the CLIPRO_COULEUR management rule. |
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From the customer record sheet, double-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. |