En:New Customer - Versionsgeschichte

Florian am 2. Oktober 2024 um 10:47 Uhr

2024-10-02T10:47:56Z

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			==Customer Groups==
			[[Datei:Kundengruppen.png\|250px\|miniatur\|Customer groups]]

			In this section, you have the opportunity to add your new customers directly to an existing customer group while creating their record. You simply need to check the appropriate boxes for the respective customer groups.










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			==Customer-Specific Document Texts==
			[[Datei:Kundenspezifische Belegtexte.png\|250px\|miniatur\|Customer-Specific Document Texts]]

			If you have subscribed to our Premium Package, you have the option to create customer-specific document texts for invoices, quotes, order confirmations, delivery notes, credit notes, and reminders. These texts will replace the standard texts on the customers documents. Please contact us if you are interested.


















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			== Advertising Channels ==

			For each customer, you can specify which channels you are allowed to use for advertising purposes. For example, with the email advertising channel, you can ensure that only customers who have this option checked will receive an email when you send out a newsletter.

			Changes can be made later in the advertising channel settings under the "System" tab in the customer record.

			==Quick Entry==

			The Quick Entry feature is disabled by default in Winestro.Cloud and must be activated under S'''System <i class="fa fa-cogs navFont nb fa-2x" style="color:#064C73"></i> - Einstellungen <i class="far fa-sliders-h-square fa-2x" style="color:#064C73"></i> - Display - Batch Entry & Customer Templates.

Florian: /* Tax */

2024-10-02T10:40:00Z

Tax

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	If a customer is eligible for exemption from the sparkling wine or spirits tax, you can indicate this by checking the corresponding box. By ticking this box, the items in the orders and consequently in the invoice will automatically be marked as exempt from sparkling wine or spirits tax and will be taxed accordingly.		If a customer is eligible for exemption from the sparkling wine or spirits tax, you can indicate this by checking the corresponding box. By ticking this box, the items in the orders and consequently in the invoice will automatically be marked as exempt from sparkling wine or spirits tax and will be taxed accordingly.


			===Enter Individual Tax Data===

			You also have the option to enter individual tax data for your customers, such as VAT identification number, excise tax number, excise tax storage number, EORI number, or FIBU interface. These will be automatically retrieved and used in the relevant sections of the program. For the VAT number, you can also specify in the field ''UNSTR Print Settings'' whether it should be included according to system settings or if it should never or always be shown for this customer.











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Florian: /* Tax */

2024-10-02T10:37:57Z

Tax

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	==Tax==		==Tax==
	[[Datei:Neuer Kunde Steuer.png\|200px\|miniatur\|tax]]		[[Datei:Neuer Kunde Steuer.png\|200px\|miniatur\|tax]]

	===Exemption from Sparkling Wine or Spirits Tax===		===Exemption from Sparkling Wine or Spirits Tax===

	If a customer is eligible for exemption from the sparkling wine or spirits tax, you can indicate this by checking the corresponding box. By ticking this box, the items in the orders and consequently in the invoice will automatically be marked as exempt from sparkling wine or spirits tax and will be taxed accordingly.		If a customer is eligible for exemption from the sparkling wine or spirits tax, you can indicate this by checking the corresponding box. By ticking this box, the items in the orders and consequently in the invoice will automatically be marked as exempt from sparkling wine or spirits tax and will be taxed accordingly.

Florian: /* Bank Details */

2024-10-02T10:36:44Z

Bank Details

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	[[Datei:Bankverbindung.png\|200px\|miniatur\|Bank Details]]		[[Datei:Bankverbindung.png\|200px\|miniatur\|Bank Details]]
	Here, you can enter all the bank information for your customer, such as account holder, IBAN / BIC / account number / bank code, and a mandate reference. You can also specify the number of days until the bank debit occurs.		Here, you can enter all the bank information for your customer, such as account holder, IBAN / BIC / account number / bank code, and a mandate reference. You can also specify the number of days until the bank debit occurs.

Florian: /* Delivery */

2024-10-02T10:35:35Z

Delivery

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	7. Warning Note in Order: If a warning is desired before creating an order for this customer, it can be entered in this field. This warning must be confirmed before processing.		7. Warning Note in Order: If a warning is desired before creating an order for this customer, it can be entered in this field. This warning must be confirmed before processing.

Florian: /* Customer Roles */

2024-10-02T10:34:48Z

Customer Roles

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	Note: [[Click here\|en:Employees]] to learn more about employee management.		Note: [[Click here\|en:Employees]] to learn more about employee management.


	=== Export Agent ===		=== Export Agent ===

Florian: /* Marking */

2024-10-02T10:33:43Z

Marking

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	4. Statistical Category: This relates specifically to your statistical customer analysis regarding your business KPIs. In the customer analysis (under Statistics - Key Figures), you can compare the revenue of different groups such as end customers, gastronomy, specialty trade, grocery retail, and other businesses. To do this, you need to classify the customer in this section by selecting the appropriate category from the dropdown menu.		4. Statistical Category: This relates specifically to your statistical customer analysis regarding your business KPIs. In the customer analysis (under Statistics - Key Figures), you can compare the revenue of different groups such as end customers, gastronomy, specialty trade, grocery retail, and other businesses. To do this, you need to classify the customer in this section by selecting the appropriate category from the dropdown menu.

Florian: /* Marking */

2024-10-02T10:33:26Z

Marking

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	4. Statistical Category: This relates specifically to your statistical customer analysis regarding your business KPIs. In the customer analysis (under Statistics - Key Figures), you can compare the revenue of different groups such as end customers, gastronomy, specialty trade, grocery retail, and other businesses. To do this, you need to classify the customer in this section by selecting the appropriate category from the dropdown menu.		4. Statistical Category: This relates specifically to your statistical customer analysis regarding your business KPIs. In the customer analysis (under Statistics - Key Figures), you can compare the revenue of different groups such as end customers, gastronomy, specialty trade, grocery retail, and other businesses. To do this, you need to classify the customer in this section by selecting the appropriate category from the dropdown menu.

Florian: /* Marking */

2024-10-02T10:33:19Z

Marking

← Nächstältere Version		Version vom 2. Oktober 2024, 12:33 Uhr
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	4. Statistical Category: This relates specifically to your statistical customer analysis regarding your business KPIs. In the customer analysis (under Statistics - Key Figures), you can compare the revenue of different groups such as end customers, gastronomy, specialty trade, grocery retail, and other businesses. To do this, you need to classify the customer in this section by selecting the appropriate category from the dropdown menu.		4. Statistical Category: This relates specifically to your statistical customer analysis regarding your business KPIs. In the customer analysis (under Statistics - Key Figures), you can compare the revenue of different groups such as end customers, gastronomy, specialty trade, grocery retail, and other businesses. To do this, you need to classify the customer in this section by selecting the appropriate category from the dropdown menu.

Florian am 2. Oktober 2024 um 10:32 Uhr

2024-10-02T10:32:28Z

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 . Warning Note in Order: If a warning is desired before creating an order for this customer, it can be entered in this field. This warning must be confirmed before processing.
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-==Prices (Rechnungseinstellungen)==
+==Prices (invoice settings)==
 [[Datei:Preise.png|200px|miniatur|Prices]]