There are very few information you need to gather to create a customer record:
- Customer name*: it usually is a company's entire name, like ACME Ltd. However, if you do have B-to-C activity it may very well be the individual's full name, as in John DOE.
- Abstract*: also known as short name, or nickname. Using the former examples, it could be ACME or John.
- Main address: not mandatory al this stage, but strongly recommended to be able to record a sales document. You can also fill in the address information when entering a new commercial document for the customer.
Most information you enter here are default values used to fill in information on commercial documents, thus allowing you to gain efficiency and reduce the risk of errors when creating them.
Some other information will trigger alert messages, warning you that there might be some issue with the customer.