Press + New button in top of the form
Dialog opens

Fill out mandatory fields like name, address, email
​NB! If you are connected to and public register you can search for the contact.

Press Create button

Contact open in General details tab.

Fill in necessary info

Search for the contact

Select name

Dialog opens

Active:
Checkbox to indicate whether a contact is currently active. Select this checkbox if the contact is currently being engaged or worked with by your organization. If unchecked, the contact is considered inactive and may not appear in active lists or reports.

Prospect:
Checkbox to mark the contact as a prospect, indicating potential business leads or opportunities. Use this checkbox to segment and identify potential clients.

Customer:
Checkbox to indicate that the contact is categorized as a customer. When this is checked, the system will treat and categorize the contact as an active customer.
The system generates a new Customer number that can be edit.

Supplier:
Checkbox to categorize the contact as a supplier. This allows for differentiated handling and reporting of supplier details within the system.
The system generates a new Supplier number that can be edit.

Name:
Enter the contact’s name or company name. This field is essential as it uniquely identifies each contact in the system.

Language:
Dropdown field to select the primary language of communication for the contact. This helps in customizing communication and documents in the preferred language of the contact.

Customer Number:
A unique identifier assigned automatically or manually to each customer. This number helps track and search for customer-related information within the ERP system.

Supplier Number:
A unique identifier assigned automatically or manually to each supplier. This number helps track and search for supplier-related information within the ERP system.

Email:
Enter the email address of the contact. This is a required field, essential for communication and automated notifications.

Phone Number (Work):
Field for storing the contact’s work phone number. This allows the system to store official communication details.

Phone Number (Home):
Field for storing the home phone number of the contact, if necessary.

Mobile Number (Work):
Field to store the work mobile number of the contact for easier accessibility and mobile communication.

Mobile Number (Private):
Field to store the private mobile number, if necessary, to have complete contact details.

Organization Number:
Field for storing the organization number associated with the contact, useful for billing and legal identification purposes.

Sales Person:
Dropdown to assign a salesperson responsible for managing this contact. This feature helps in segmenting sales responsibilities.

Head Office:
Dropdown to link the contact to a primary head office. Useful when the contact is part of a larger organization with multiple locations.

Status:
Dropdown field to define the contact’s status within the system (e.g., active, inactive, on hold). This allows for better categorization and reporting.

Web:
Field to enter the contact’s official website URL, making it easy to access their online presence.

Industry:
Dropdown or text field to specify the industry the contact operates in, which is useful for categorizing and reporting based on industries.

Category:
Dropdown or text field for categorizing the contact. Categories may refer to specific business classifications, types, or relevance to your organization’s processes

Foreign:
Checkbox to indicate that the contact is categorized as a foreign entity. When checked, the system recognizes this contact as operating or registered outside the primary business country.

Customer Number:
A unique identifier automatically or manually assigned to each customer. This number serves as a reference for tracking and managing all financial transactions and records associated with the customer.

Vat Number:
Field to enter the Value Added Tax (VAT) identification number of the contact. This is necessary for taxation purposes and for generating accurate invoices and reports.

Payment Term:
Dropdown field to select the agreed payment term for the contact, such as "Prepayment 100%". This defines the payment policy for transactions with this contact, indicating when and how payments should be made.

Bank Account Number:
Field to enter the contact’s bank account number. This information is crucial for managing payments to or from the contact.

IBAN:
International Bank Account Number. This field is essential for international transactions to ensure accurate and secure cross-border payments.

Delivery Term:
Dropdown field to select the applicable delivery term, such as "CIF-Cost, Insurance, and Freight." This defines the agreed-upon conditions for shipping and delivery between your organization and the contact.

Discount:
Field to indicate a percentage or amount of discount applied to this contact. A discount percentage (e.g., 0%) can be specified for all transactions with this contact.

Discount Code:
Dropdown field to select a specific discount code, which may apply a set of rules or conditions for discounts. In this example, "Rabattgruppe 1" is selected to apply predefined discounts for this group.

Credit Limit:
Field to set the maximum amount of credit that can be extended to this contact. This feature helps in controlling credit risks and setting credit policies for different contacts.

BIC/SWIFT:
Field to enter the BIC (Bank Identifier Code) or SWIFT code for the contact’s bank. This is essential for secure and accurate identification of banks during international transactions.

Currency:
Dropdown field to select the primary currency for transactions with this contact, such as "EUR" (Euros). This field ensures that all financial transactions are processed and recorded in the correct currency.

Payment Method:
Dropdown field to select the method by which the invoices will be delivered to the contact. This field includes the following options:

Active:
Checkbox to indicate whether the contact person is active. When checked, this person is considered an active participant in business activities and communications within the ERP system.

Is default:
Checkbox to mark this contact person as the default or primary contact. When selected, this person is recognized as the main point of contact for the company in business interactions.

Name:
A required field for entering the contact person’s full name. This uniquely identifies the individual within the organization and ensures accurate communication and documentation.

Title:
Field for entering the contact person’s job title or position within the company. This helps to understand their role and responsibilities in the organization.

Email:
Field to enter the contact person’s email address. It is essential for sending communications, notifications, and documents.

Language:
Dropdown field to select the preferred language for communicating with the contact person. This ensures that all communications and documents are sent in the contact’s preferred language.

Phone number (work):
Field to enter the contact person’s work phone number, which is essential for work-related communications.

Phone number (home):
Field to enter the contact person’s home phone number, if required for emergency or direct communication.

Mobile number (work):
Field to enter the work mobile number of the contact person. This provides a flexible way to reach the individual.

Note:
Field for adding any additional notes or remarks related to the contact person. This can include specific preferences, responsibilities, or other relevant details.

Select Addresses in side menu.

Primary Address: Enter the main business address of the customer, including street name, postal code, city, and country.

Billing Address: If different from the primary address, enter the billing address used for invoices.

Shipping Address: Add a shipping address if the delivery of products or services will be to a separate location.

Additional Addresses: For customers with multiple locations, you can add and label additional addresses accordingly.
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​Note: Once an address has been used, it cannot be changed or deleted. This is because the address is linked to historical orders. If there are changes to an address, a new address should be created, either as a standard or non-standard for the various address types.

Select Documents in side menu.

Upload Documents: Attach any relevant files, such as contracts, agreements, or certifications related to the customer.

Document Notes: Add descriptions or notes about each document for quick reference.

Employee no:
A unique identifier for the employee within the company. This number is essential for internal tracking, payroll management, and system identification of the employee.

Work Calendar:
Dropdown field to select the employee’s assigned work calendar. The selected calendar defines the standard working hours, shifts, and workdays for the employee (e.g., "Dagtid" for daytime shifts).

Time Rule:
Dropdown field for selecting a specific time rule that applies to the employee. Time rules determine how the employee's working hours, overtime, and breaks are calculated and managed (e.g., "Dagtid" for regular daytime rules).

Department:
Dropdown field to specify the department in which the employee works. This categorization helps in organizing employees by departments, units, or teams (e.g., "100 - WCM" for a specific department).

Vacation:
Field to indicate the number of vacation days allocated to the employee. This value represents the employee’s entitled days off based on company policies or employment contracts.

Sign Image:
Displays the employee’s signature image, if available. This can be edited or uploaded by clicking the edit icon. The signature is used for document authorization and approval processes within the system.

Email Type:
Dropdown field to select the email configuration method for sending and receiving emails within the ERP system. The available options typically include:

Type:
This field indicates the category or classification of the note. The Note type can be edited in System / Setting / Employee Note type Types can include options such as:

Title:
This field specifies a brief title for the note, providing a quick reference for the content. For example, "Technical College" or "Welding Certification."

Description:
A text field for adding more details or context related to the note. This helps to clarify or elaborate on the title and type of note.

Start:
A date field indicating the starting date for the note. This might refer to the start of a training period, the date a certificate was obtained, or the beginning of an experience period.

End:
A date field indicating the ending date for the note. This is used for specifying when an experience ended or when a certification or training is set to expire.

Confidential:
A checkbox to indicate whether the note is confidential. When this is checked, the note is restricted to authorized users only, ensuring privacy for sensitive information.