Customer Creation - Person

Customer Creation - Person Customer Creation - Person Fields

Fields Description

Field
Header
Declaration available Required field - the confirmation prompt is described below
Global marketing allowed
Customer Info
Gender Combo box values:
  • Male
  • Female
  • Non-binary
  • Unknown
  • Not Specified
First Name
Last Name
Date of Birth
Address
Address Type Combo box values:
  • Permanent Address (for a Person) / Registered Office (for an Organization)
  • Contact Address
  • Main Delivery Address
  • Contact Delivery Address
  • Main Invoice Address
  • Contact Invoice Address
Street
No.
City
Postcode
Federal State
Country Combo box with standardized values
Tax Handling
Add Address option
Phone
Phone Type Combo box values:
  • Phone
  • Mobile
  • Fax
  • Work
  • Other
Number
Add Phone option
Email
Email Type Combo box values:
  • Private
  • Contact
  • Other
  • Work
Email
Add Email option
Payment Rules
Allowed Type of Payment Combo box values:
  • Cash
  • Credit
  • Default
  • Loyalty
Prohibited Type of Payment Combo box values:
  • Cash
  • Credit
  • Default
  • Loyalty
Credit Limit
Customer Identifiers
Customer ID
Username
Customer Card
Card Type Combo box values:
  • Main Card
  • Partner Card
  • Business Number
Card Number
Add Customer Card ID option
Preferred Receipt Printout
Preferred Receipt Printout Combo box values:
  • Client
  • Print only
  • Mail only
  • Print and mail
  • Nothing