Creating a new Customer

This manual provides a detailed guide on how to efficiently create a new customer in SIX ERP, which is crucial for managing customer relationships, invoicing, proposals, estimates, and much more. By following these steps, you'll ensure that each customer's information is accurately captured for optimal usability across the system.

Accessing the CRM Module

  1. Log into SIX ERP: Start by logging into your SIX ERP account using your credentials.

  2. Navigate to the CRM Module: On the left menu bar find the entry "Customers > Customers". Click on "Customers".

Shortcut to Creating a New Customer

For a quick start, press the SHIFT-C keyboard shortcut anywhere within the SIX ERP platform to open the new customer creation form directly.

In today's data-driven business environment, the meticulous entry and management of customer information in SIX ERP isn't just about keeping records; it's the cornerstone of personalized service, operational efficiency, and strategic decision-making. Every detail captured opens new avenues for engagement, understanding, and growth.

Step 1: Entering Customer Details

Following this, press the "NEW CUSTOMER" button in the top navigation pane, which will trigger the data entry form for creating a new customer record.

Fill in Basic Details: Enter the essential information, such as:

  1. Customer Name

  2. Contact Information (Email, Phone Number)

  3. Customer Language and Currency: Selecting the correct language and currency is crucial to automate multi-currency actions and communication throughout SIX ERP.

Step 2: Billing & Shipping Information

  1. Billing Information: Enter the billing address that will be used for invoicing purposes. Ensure accuracy, as this will appear on all billing documents.

  2. Shipping Information: If different from the billing address, enter the shipping address. This is vital for accurate delivery and logistics management.

Step 3: Multi-Currency & VAT Number (For EU Customers)

  1. Multi-Currency Settings: Ensure the customer’s currency is correctly set to facilitate seamless multi-currency transactions throughout SIX ERP.

  2. VAT Number (EU Customers): For customers located in the EU, input the VAT number. Press the "VIES Button" to verify the VAT number. This action will confirm the validity of the number and return the official company name and details, which are essential for taxation purposes and compliance.

Step 4: Saving the Customer Profile

  1. Review All Details: Before finalizing, double-check all the information entered for accuracy and completeness.

  2. Save the Customer Profile: Click the "SUBMIT" button, located at the lower right corner of the slide-in, to create the new customer profile in SIX ERP.

After creating a new company record in SIX ERP, it’s crucial to immediately add company contacts—the actual individuals representing the company. This step is key to personalizing your interactions and ensuring that communications are directed to the right people. By establishing these contacts early on, you enhance your ability to build strong, productive relationships with your customers, laying the groundwork for successful engagements and transactions.

Creating a new customer in SIX ERP with comprehensive details including billing and shipping information, as well as proper language and currency settings, lays the groundwork for efficient document management and financial transactions. For EU customers, verifying the VAT number ensures compliance and accuracy in taxation-related matters. Following these steps will streamline your processes, enhance customer relationship management, and ensure that your business is poised for success in every interaction.