> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://nested.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Customer

# Why do I need customer information?

* To keep a history record of name, address of the customer company is a database in the system
* To be able to check documents for correct information
* To be used to plan credit periods


---

# Action permissions

# Create customers

1. Select menu __Sales__ and __Customers__
2. Press the __Create__ button.
3. Fill in the details completely.
4. Press __Save__.


---

# Edit customer

1. Select the menu __Sales__ and __Customers__.
2. Select the customer you want to edit.
3. Press the action button ' **...** ', select __edit__.
4. Edit the information as needed.
5. Press __Save__.


---

# Details in the document

## ${color}[#e45765](Name)

* ${color}[#1c5da9](Prefix) select prefix which is related to the tax report P.N.D. 3 and 53 in the Account menu.

* ${color}[#1c5da9](Name) specify the customer name.

* ${color}[#1c5da9](Language setting) select the language to display on the sales invoice, e.g. QT quotation.

* ${color}[#1c5da9](Race) specifies the customer's race.



## ${color}[#e45765](Account)

* ${color}[#1c5da9](Tax Identification Number) enter 13 digit identification number.

* ${color}[#1c5da9](Branch) specify branch name

* ${color}[#1c5da9](Branch Code) specify branch code.

* ${color}[#1c5da9](VAT) click to select in case the customer is registered for VAT (P.P. 20)

* ${color}[#1c5da9](Chart of Accounts) specifies the chart of accounts receivable, such as trade accounts receivable.

* ${color}[#1c5da9](PND. 53) press to select in case the customer is P.N.D. 53



## ${color}[#e45765](Address)

* ${color}[#1c5da9](Address) specify the address on the company certificate or a copy of your ID card.

| 💡 Nested Tip: In case the desired sub-district, district or postal code is not found can notify the power user of the User Company To chat with the Support Nested team to add information.


* ${color}[#1c5da9](Same as registered address) if document/consignment delivery address Same as the registered address, select Yes.

* ${color}[#1c5da9](Document/Condition Delivery Address) please specify Document/Condition Delivery Address if Courier/Condition Delivery Address not the same as the registered address



## ${color}[#e45765](Contact name)

* ${color}[#1c5da9](Prefix) select prefix

* ${color}[#1c5da9](Name) specify a name.

* ${color}[#1c5da9](Last name) specify last name

* ${color}[#1c5da9](Nickname) enter a nickname.

* ${color}[#1c5da9](Position) specifies the location

* ${color}[#1c5da9](Call) enter contact number

* ${color}[#1c5da9](Email) enter your email address.

* ${color}[#1c5da9](Fax) enter the fax number (if applicable)

* ${color}[#1c5da9](LineID) specify LineID (if applicable)

* ${color}[#1c5da9](Birthday) specifies the contact's birthday (if applicable).



## ${color}[#e45765](Finance)

* ${color}[#1c5da9](Credit period) credit term given to the customer

* ${color}[#1c5da9](Credit limit) credit limit given to customers.



## ${color}[#e45765](Bank Account)

* ${color}[#1c5da9](Bank) select bank name

* ${color}[#1c5da9](Branch) identify bank branch

* ${color}[#1c5da9](Account number) enter account number

* ${color}[#1c5da9](Note) specify a note (if any)

* ${color}[#1c5da9](Default) check ✓ If the account number is used as the primary

* ${color}[#1c5da9](Billing) specify whether the Accounting Department knows whether billing is required at the client company.

* ${color}[#1c5da9](Billing Schedule) specifies the date the customer is scheduled for billing.

| 💡 Nested Tip: Clearly specifying the date It will help you not miss the customer's billing schedule. Payment will be more punctual and reduce the burden of paying sales tax that must be paid every month on behalf of customers first

* ${color}[#1c5da9](Payment table) specify the date the customer has set for payment.

* ${color}[#1c5da9](Service Assurance) click to select in case there will be a deduction of the service guarantee from the customer

|| When Yes is selected, the Ret. column will appear in the sales document.
|| When No is selected, the Ret. column will not appear in the sales document.

* ${color}[#1c5da9](% Retention) specify percentage. A contribution insurance deduction, such as 5%.

* ${color}[#1c5da9](Currency) select Currency



## ${color}[#e45765](Other)

* ${color}[#1c5da9](Search term) enter the key word you want to use to search for customers, such as VIP.

* ${color}[#1c5da9](Note [Internal]) specify a general note (if applicable)

* ${color}[#1c5da9](Attachment) attach important documents such as Company certificate, ID card, Phor Por. 20 pages, bank passbook, etc.

* ${color}[#1c5da9](Referral Code) enter Customer ID from Legacy System (if applicable)

* ${color}[#1c5da9](Customer referral) for cases where the customer is related, e.g. Company A Limited has Company B Limited in the same group.



## ${color}[#e45765](Usability)

* ${color}[#1c5da9](See Company) choose the company you want this customer to be able to see.

* ${color}[#1c5da9](Disabled) click to select if you don't want this customer to be displayed for future use.