Manage customers and their cost profiles

Step 1: Access customer table.
Access the customer overview by clicking on the group icon (tooltip: “Customers”) in the left sidebar. 

Step 2: Add customer.
Click on "Add customer" on the top right corner of the customer overview and enter details such as Customer Name, Contact Person Name, Address Details, Contact Info (Telephone, Email, Skype), and more. Click "Save" to add and view the customer cost profile in the system.

Step 3: Add custom fields (optional).
Optionally, add custom fields for your customer by clicking on “+ Add more fields”.

Step 4: Synchronize customers with billing software (optional).
If you have added an billing software integration, you can synchronize customers within the customer profile directly with the external system.

Step 5: Edit, duplicate or delete customers.
Options to edit, duplicate, or delete profiles are available on the table’s right side within the “Actions” section.

Use Customer Data in Offers and Invoices

Complete customer records save time later, because offers and invoices use the data from the customer profile:

• Email address: offers you send by email go to the address saved in the customer data. Check it before you send, see Send priced transport offers to customers.
• Address and VAT-ID: invoices need the customer's billing data. With SmartBill, an invoice can only be created when name, address and VAT-ID are complete, see Create Digital Invoices from Orders.
• Custom fields: use them for details you need again and again, such as a customer number, and decide where each field is visible, see Manage custom order, customer and partner fields.
• One profile per company: check the customer table before you add a new customer, so that orders, offers and invoices for one company stay together.