Customer Creation Function

This function is intended for retailers and allows customer creation of both customer types - a person or an organization.

"Create" Mode

This mode is available from:

Main menu tree > Customer Creation function

  • If the user clicks on the link in the main menu, the screen for selecting "Create Person" or "Create Company" is displayed. Depending on the option selected, the Customer Creation function opens to create either a person or an organization.Customer Creation
  • Customer Overview screen via the "Add Person" or "Add Company" button. The screen for the corresponding customer type opens.

The POST /persons or POST /organizations endpoint is used to create a new customer.

Screen name: Customer Creation - Person/Customer Creation - Organization

"Edit" Mode

This mode is available from:

  • Customer Overview screen for the selected customer via the "Edit" option
  • Customer Details screen for a customer via the "Edit" option

Screen name: Customer Maintenance

The GET /customers/{id} endpoint is used to display an existing customer.

The PUT /persons/{id} or PUT /organizations/{id} endpoint is used to edit an existing customer.