The customer is who the goods are delivered to: the recipient of a proforma invoice. When an invoice is generated the customer is chosen and its addresses are copied to the invoice's Ship to and Bill to blocks.
| Field | Contents |
|---|---|
| Importer | Which importer the customer belongs to. |
| Customer code | Automatic by the company's numbering (or manual if the configuration allows it). |
| Company name, Description, Email, Phone | General details. |
| Address (Ship to) | Delivery address: street, unit, city, state/province, postal code, country. |
| Bill to | Billing name and address, when different from the delivery ones. |
If the customer is itself an operation with its own P4W, the P4W section records its URL, its Api key, the vendor code, the warehouse code and the Generate POs flag: when goods are shipped to it, the purchase order is created automatically in its warehouse. It is an uncommon case; leave it blank if it does not apply.
Was this page helpful?