Creating a customer

Create a customer (individual or business): identifiers, identity, contacts, and addresses.

From the Third parties > Customers list, New button at the top right.

The form is organized into several panels; fields marked with an asterisk * are required.

Field	Description
Type	Individual or Business. Determines which fields are shown below.
Category	Customer category (optional). Selected from the configured values.

Field	Description
Email	Main email address. Must be unique in the records.

Field	Description
Company	Company name. Required.
Business registration number	Required.
EU VAT number	Recommended to benefit from the reverse charge on EU sales.

Field	Description
Title	Mr, Mrs, etc.
Last name / First name	Last name and first name of the main contact. Required.
Phone number	Main phone number.
Facebook / Instagram profile	Links to social profiles (optional, useful for e-commerce / supplier portal).
Date of first contact	Date the customer first contacted your company (useful for reporting).
Date of birth	Optional.

At creation, you enter one main address (used both as the billing address and the delivery address):

Field	Description
Label	Internal name given to this address (e.g. "Home", "Office").
Address	Main address (street, number). Required.
Address (cont.)	Additional details (building, floor…).
Postal code	Postal code.
City	City.
Country	Country (selected from the list). Required.

Create — Creates it and stays on the record so you can view its addresses, orders…
Create and go back — Creates it and returns to the list.
Create and new — Creates it and opens a new blank form (for entering several in a row).

Create a customer (individual or business): identifiers, identity, contacts, and addresses.

From the Third parties > Customers list, New button at the top right.

The form is organized into several panels; fields marked with an asterisk * are required.

Field	Description
Type	Individual or Business. Determines which fields are shown below.
Category	Customer category (optional). Selected from the configured values.

Field	Description
Email	Main email address. Must be unique in the records.

Field	Description
Company	Company name. Required.
Business registration number	Required.
EU VAT number	Recommended to benefit from the reverse charge on EU sales.

Field	Description
Title	Mr, Mrs, etc.
Last name / First name	Last name and first name of the main contact. Required.
Phone number	Main phone number.
Facebook / Instagram profile	Links to social profiles (optional, useful for e-commerce / supplier portal).
Date of first contact	Date the customer first contacted your company (useful for reporting).
Date of birth	Optional.

At creation, you enter one main address (used both as the billing address and the delivery address):

Field	Description
Label	Internal name given to this address (e.g. "Home", "Office").
Address	Main address (street, number). Required.
Address (cont.)	Additional details (building, floor…).
Postal code	Postal code.
City	City.
Country	Country (selected from the list). Required.

Create — Creates it and stays on the record so you can view its addresses, orders…
Create and go back — Creates it and returns to the list.
Create and new — Creates it and opens a new blank form (for entering several in a row).

Creating a customer - Units Aio Help Center | Productlane