ADM0007 - Customer and Supplier

To register a Customer and Supplier access - SimpleFarm > Administration Menu > Master Data > Customer and Supplier > Basic Information and then:

1. Insert a Type;
2. Check the Active field to use this registration in other system screens;
3. Insert a Code;
4. Insert a Name;
5. Insert an Email Address;
6. Insert a Phone;
7. Insert a Classification, which will bring the registrations from the screen BAL0095 - Tabela de Análise;
8. Insert a Country;
9. Insert a State;
10. Insert a City;
11. Fill in the Address field;
12. Insert an Observation, if necessary;
13. Insert the Additional Types, which will be assigned to the registration;
14. Insert a Related Code, if the customer and supplier is a third-party service provider;
15. Click on Save.

In this tab the documents of the registered customer/supplier can be linked. To link a document it is necessary to have at least one document type registered, for filling in with the number according to the mask to be used. To insert a document:

1. Add a Document Type;
2. Insert a Value;
3. Click on Save.

In this tab it is possible to link more addresses in the registration. To link more addresses:

1. Insert a Code;
2. Insert a Country;
3. Insert a State;
4. Insert a City;
5. Fill in the Address field;
6. Insert an Observation, if necessary;
7. Click on Save.

In this tab it is possible to insert the banking data of the registered customer or supplier. To link the banking data:

1. Insert a Bank, which will bring information registered in the screen PAG0260 - Banco;
2. Insert a Branch;
3. Insert an Account;
4. Insert the account Type;
5. Insert an Observation, if necessary;
6. Click on Save.

In this tab it is possible to insert the contacts of the registered customer or supplier. To link the contacts:

1. Insert a Name;
2. Insert a Phone;
3. Insert an E-mail;
4. Check the Active field to view the contacts;
5. Insert the E-mail Type;
6. Click on Save.