Manage the customer/supplier

The Accounting module contains a function to create new customers and suppliers, and to enter all relevant information about them. This function is also available in the Invoicing module. This information is needed for both modules to operate.

The customer and supplier list in the Accounting and in the Invoicing module are synchronized with each other. Therefore, it may be necessary to refresh the list to display any changes that have been made.

Create a customer/supplier

You can create a customer/supplier that is not yet available in the system.

Prerequisites

A fiscal year has been selected, see Select the fiscal year.

Procedure

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Create customer/supplier

Create a customer/supplier

  1. Click the Create debtor/creditor drop-down list in the Address/Contact sub-tab and select the appropriate option. The following options are available:

    • Debtor (customer)
      Select this option to create a customer.
    • Creditor (supplier)
      Select this option to create a supplier.

  2. Leave the Debtor/creditor no. field empty. The system enters the next free number automatically when saving the customer/supplier.

    If you enter a number, make sure that the number is within the valid range: 10000-69999 for customers and 70000-99999 for suppliers. Otherwise, a warning message will be displayed.

  3. Enter a short name in the Short name field. This field is mandatory.

  4. If desired, enter the company name in the Company field.

  5. If desired, enter the surname in the Surname field.

    Note that either the Company or the Surname field must be filled out to create a new customer/supplier.

  6. If desired, enter any other relevant customer/supplier information in the corresponding fields.

  7. Click the [SAVE] button.
    A pop-up window is displayed to confirm that the customer/supplier has been created. If you have created a new customer, the Customer list tab is displayed, to which the new customer has been added. If you have created a new supplier, the Supplier list tab is displayed, to which the new customer has been added.

    Customer/supplier created

Edit a customer/supplier

You can edit a customer/supplier, for example, if certain data need to be changed.

Prerequisites

Procedure

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer/supplier list
Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer list
Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Supplier list

Edit a customer/supplier

If a new customer has been previously created, only the Customer list is displayed. If a new supplier has been previously created, only the Supplier list is displayed.

  1. Double click the customer or supplier to be edited.
    The Customer/supplier (XXXXX) tab with the corresponding customer/supplier number is displayed. By default, the Address/Contact sub-tab is preselected. The data for the selected customer/supplier are displayed in the corresponding fields.

    Potential loss of data
    Editing has the potential to cause loss of data due to overwrite. The overwrite cannot be undone and the overwritten data cannot be restored.
    Check all your entries before proceeding.

  2. Edit the desired fields in the sub-tab.

  3. If desired, switch to another sub-tab to edit the corresponding data.

    Repeat step 2 and 3 until you have edited the data as desired.

  4. Click the [SAVE] button.
    A pop-up window is displayed to confirm that the customer/supplier has been edited.

    Customer/supplier edited

  5. Press F5 to initialize the Core1 Platform and to apply the changes.
    The edited customer/supplier displays the changes in the Customer/supplier list tab.

Delete a customer/supplier

You can delete a customer/supplier, for example if it is no longer applicable.

Prerequisites

Procedure

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer/supplier list
Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer list
Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Supplier list

Delete a customer/supplier

  1. Double click the customer or supplier to be deleted.

    Loss of data
    Deleting will permanently remove the selected data. The deletion cannot be undone and the deleted data cannot be restored.
    Problems may occur due to unresolved dependencies.
    Make sure you really want to delete the selected data.

  2. Click the [DELETE CUSTOMER/SUPPLIER (XXXX)] button.
    A confirmation window is displayed.

    Delete confirmation

  3. Click [OK] if you want to proceed. A pop-up window is displayed to confirm that the customer/supplier has been deleted.

    Customer/supplier deleted

  4. Press F5 to initialize the Core1 Platform and to apply the changes.
    The selected customer/supplier is no longer displayed in the list.
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