Customers

Creating customers

1. Access Customers and Items | Customers;
2. Click Create;
3. On the General tab, specify the customer's Name;
4. Specify the Tax ID. If the customer is not Portuguese, before inserting the tax ID, you must change the field Country;
5. If recorded on the VIES platform, when inserting the tax ID, the fields Name and Address are automatically filled in. If not, you must insert them manually;
6. In the area Entity Types, activate the checkboxes that refer to the entity type being created;
7. On the tab Sales Conditons, define the fields Customer Set, Customer Groups, Payment Method, Payment Condition, Shipping Method and VAT Scheme;
8. Validate the remaining fields;
9. Finally, click Save and New.

Creating one-time customers

1. Access Customers and Items | Customers;
2. Click Create;
3. Fill in the fields Name and Tax ID;
4. Fill in the data about the Address;
   Note: The field Invoicing Entity is blocked with the same code as the commercial entity;
5. Select the checkbox One-time Entity;
6. Finally, click Save and New.

If the customer is one-time, the fields above are blocked. However, you can specify an alternative address on the additional addresses on the customer file.