The form is used to insert a new customer into the database. The insertion is performed after filling in the details by clicking the Insert button.In the Customer ID field, you can enter an identifier by which you will uniquely identify this customer, for example in your imports or when searching. You cannot insert two customers with the same Customer ID into the database, but you can have as many customers without a Customer ID as you like. If you import a customer with a Customer ID that already exists in the database, the original customer will be overwritten with the values of the imported customer.In the Search String field, you can enter a string that is not unique to the customer but by which you want to be able to search (for example the VAT number of a company that has multiple branches).The customer’s city and ZIP code can either be selected from the dropdown or entered manually in the Custom City and Custom ZIP fields. The Custom City and Custom ZIP fields take precedence over the selection, so if both are filled in, the values from Custom City and Custom ZIP will be saved.If email sending is enabled in the company settings, then after performing the Send email to customers action, an informational email about dispatched shipments will be sent to the address entered in the Email field.The Print Note field is printed on the receiving documents and labels.The Note field is not yet used in the application and is for your own purposes only.The Phone field is printed on labels.
The form is used for searching, displaying, and editing customer data. It allows sorting by any column and filtering of displayed records.Sorting is applied by clicking on the column name in the customer table. Clicking the same column again reverses the sort order, and clicking a third time clears the sorting.Filtering is set in the Filter section. When filtering, only rows that meet all specified conditions are displayed. The Search String, Company, Street, and City filters search the entered text within the corresponding column. The Customer ID filter requires a match at the beginning of the customer ID. The ZIP filter requires an exact match of the entire ZIP code (spaces are ignored when comparing). The filter is applied only after clicking the Show button. When performing actions within the form (paging, sorting), the value you last entered in the filter remains. Therefore, if you have not just clicked Show, the values by which the table is filtered may not be visible in the filter.The Delete by Filter button will delete all shipments that would be selected by the current filter.Each customer can be edited or deleted from the database by clicking the corresponding button in the table.
You access this form from the customer list. It is used to display and edit the customer’s details. Edited details can be saved by clicking the Save button. Clicking the Back button returns you to the customer list without saving changes. For more information on the fields in this form, see the New Customer form help here.
The form is used to import customer data from a file in one of the supported formats. General information about importing can be found in the Data Import chapter. Detailed information on configuring imports is provided in the description for customer and shipment import settings.If you have the customer import configured, simply select the correct configuration in the Select configuration field, choose the file with the imported data in the Selected file field, and click the Insert button. The input file will be processed and the imported data displayed in the table below the form, including any import errors. Imported records can then be deleted or edited. Each record you save after editing is considered correct and is removed from the error list. Any record you do not delete remains in the database.The form also allows you to view the selected configuration by clicking the Detail button and create a new configuration by clicking the New button. WARNING!! If you use either of these two buttons, you will no longer have access to the list of all imported records and will have to check them more laboriously in the Customer List.
The form is used to create a new customer import configuration. Before you begin filling in the configuration, it is recommended to read the general import information in the Data Import chapter. The subchapter Import Configuration provides a detailed description of this form.
The form contains a list of all created customer import configurations. It allows you to edit them (by clicking the Edit button) and delete them (by clicking the Delete button).
You access this form from the customer import configuration list. It is used to display and edit the customer import configuration. Edited configurations can be saved by clicking the Save button. Clicking the Back button returns you to the configuration list without saving changes. For more information on the fields in this form, see the New Customer Import Configuration form help.
