How to create a new customer?
Here's how yo do this:
1. You go to the Customer tab
2. Click on the green "Create Customer management" button
3. A "Create new Contract" screen will open.
4. In the upper right corner you see the contact person (within the club) of this customer.
5. If you want to change this, just click on name and you will get an overview of all the users of iXpole and then you can choose the user to whom you want to assign this customer.
6. Things you need to fill in at the "General info" field
|Code||This is a unique code that is connected to the customer|
|Type ||Here you have to indicate whether it concerns a business or private person|
|Active||The customer must be active in order to link contracts to it|
|Prospect||Someone who is not yet a customer (but who can be in the future) |
|Name||The name of the company|
|Taxcode||You are required to enter a VAT number|
|Alternative name||Another alternative name for the company|
|Language||Here you can choose between Dutch - English or French |
|Groups||Subdivision of your customers |
|Key Account|| |
|Internal||If we turn on the checkmark under internal we can also use this cliet data for reporting purposes|
7. Things you need to fill in at the "Contact info" and "Financial info" field.
|Phone 1||You can fill in the phone number of your customer|
|Phone 2 ||You can fill in the direct number of your contactperson|
|E-mail||You can fill in the the general e-mail address of the customer|
|Website||You can fill in the website of your customer|
|invoice delivery type||You can choose to send the invoice via e-mail or regular mail|
|Invoice recipient email address||If the customer wants to receive the invoice by e-mail, you must enter the e-mail address here|
|Pricelist||You must indicate the price list that applies to this customer|
8. Things you need to fill in at the "VIP Online" field
|Tickets name||If the customer wants a name other than his company name on the tickets |
|Can download his tickets online||If you make this active, the customer can download / forward his tickets in the VIP Online|
|Can purchase items in the online shop ||If you make this active, the customer can purchase items in the VIP Online store |
|Can pay his online purchases via invoice ||If you make this active, the customer can pay his purchases via invoice |
|Ticket message ||If you want to put a special message on this customer's VIP Online Portal|
9. After you have filled in all the above fields, save them so you can add a Contact person.
10. Click here to see how to create a contact person.
11. Click here to see how to create an address.