In the Customer Management → Customers area, it is possible to search for, create or change customer data. In the customer overview, the contents of the following fields can be searched using the search function:

• No.
• Company
• Addendum
• Street
• Country
• POSTCODE
• Location
• Comment

Furthermore, individual filters can be generated via the Edit button. Thus, for example, customers can be displayed who are located in a certain postal code region.

The customer overview can be exported as an EXCEL file via the Export button.

To create a new customer, click on the New button.

The registration link button allows you to send a potential new customer a link via email, which they can then use to register with you as a new customer.

Copy the link and send it to your customer.

Basic data tab

In the tab Basic data the address and the communication data of the customer are stored. It is also possible to specify to whom the automated emails should be sent.

Customer data includes customer contact information, catalog views and conditions, contact person, and settings and license assignments.

The following additional functions are available in the standard toolbar:

Direct login: you can use the direct login button to log in directly to your customer.

Hinweis If you use the direct login function, always log in to the relevant account as the super admin of the organisation concerned. As a super admin you always have all available rights.

Send access data: via the Send access data button, the customer receives a standard welcome e-mail with the access data, as well as a link for a direct login to Onventis.

The e-mail is sent to the e-mail address entered in the basic data.

Customer area

• No.: Customer number, automatically generated by Onventis.
• Company: the company name of the organization to which the address is to be assigned.
• Addendum: the company addendum describes the legal form, e.g. GmbH, AG, etc.
• Street: the street and house number of the office.
• P.O. Box: the P.O. Box number of the office.
• Postcode/City: the postcode and city of the office.
  
• Country: the country of the office.

Communication

• Telephone: the central telephone number of your customer.
• Fax: the central fax number of your customer.
• E-mail: the central e-mail address of your customer.
• Url: Entry of the URL under which the company homepage can be called up.

Area Remark

• Remarks: You can maintain external remarks for each address in the Remarks area. These are visible to the customer within the delivery handling process (e.g. indication of delivery times, indication of the exact unloading point, etc.).

Advanced tab

In the Advanced tab, you can optionally store additional data about your customer: Bank details, Conditions, Other data, Settings, Catalogues and conditions and Other.

Bank account area

• Name of payment service provider: enter the name of your customer’s payment service provider/bank here.
• Location: enter the location of the customer’s bank here.
• Street: insert the street of the customer bank here.
• Country: Specify the country of the customer bank via the drop-down list.
• BIC: Indication of the BIC(Business Identifier Code) of the customer bank.
• BLZ: the bank code of the customer’s bank.
• Account: the account number of your customer.

Conditions area

• Terms of payment: your customer’s terms of payment.
• Delivery conditions: the delivery conditions of your customer.

Area Other data

• No. for customer: enter the customer number here. This customer number is printed in the order PDF and is stored in the XML file (OpenTrans), which is automatically processed by the ERP system in the case of ERP integrations.
• VAT ID: the VAT identification number of your customer’s place of business.
• Tax number: the tax number of your customer’s place of business.
• Registration number: the registration number of your customer’s office.
• Registry court: the registry court of your customer’s place of business.

Settings area

• Category(ies): via the selection button you can assign a previously created customer category to your customer.
  The New button can be used to create a new customer category.
  • Title: Enter the customer category title. This field is mandatory and must be entered.
  • Description: in the description you can enter a short description for the customer category.

The Edit Categories button can be used to edit a selected customer category.

• Status: the status of the customer can be defined as follows:
  
  • active
  • inactive

Using the filter function in the customer list, it is possible to search specifically for the customer status and to display only the corresponding customers.

• Language: define the language of your customer here. The following languages are available:
  • German
  • Czech
  • English (US)
  • Spanish
  • French
  • Hungarian
  • Italian
  • Japanese
  • Dutch
  • Polish
  • Portuguese (Brazil)
  • Russian
  • Turkish
  • Chinese (simplified)

Catalogues and conditions area

• Catalog view: here you can define the assignment of the catalog view of a customer. You can search for a catalog view from the catalog view list using the Search button and assign it to the customer using the “Use” button.
  • Pass as default catalog view: Provider ‘s default view for the customer: If the provider has set a default view for the user’s customer organization and the user has not assigned a catalog view to the customer organization itself, this is taken. All catalogs of this catalog view are then displayed to the user under “Catalogs”.
• Customer Group:
  • Conditions as provider: the article conditions of the provider are adopted, unless the customer has maintained his own conditions for this article in his organization.
• Article group condition:
• Show as supplier:
• Mall View:
• Shipping methods:
  • Allow all shipping methods:

Other area

• File(s): attachment of files available to customers.
  

Rider contact person

In the contact person tab, additional contact persons of the customer can be created via the “New contact person” button.

Hinweis If no contact person is defined, a “default user” is created on the customer side. The first contact person (user) that is created would also be the super admin user. This procedure is important because the super admin user configures the customer system and has all the rights to do so.

By clicking on the “Send access data” button, the contact person created can have the access data for the customer account sent to him by e-mail and can then log into the customer account and carry out the administration as a super admin.

Create new contact person

Contact area

• Salutation: Salutation of the contact person at the customer.
• First name: First name of the contact person at the customer.
• Last name: Last name of the contact person at the customer. This field is mandatory and must be filled in.
• Position: Job title of the contact person at the customer.
• Department: Department in which the contact person at the customer works
  

Communication

• Phone: the phone number of your customer’s contact person.
• Fax: the fax number of the contact person of your customer.
• Mobile: the mobile number of your customer’s contact person.
• E-mail: the e-mail address of your customer’s contact person.

Access data area

• User ID: the TradeCore user ID of your contact person at the customer.
• Password: the TradeCore password of your contact person at the customer.

Area Remark

• Remarks: You can maintain external remarks for each contact person in the Remarks area. These are visible to the contact person at the customer.

Provider tab

In the Provider tab, the corresponding license package is assigned to the created customer.

Settings area

• Settings: under Settings a configuration template is assigned which contains the most important basic settings for the configuration.
• Locked: this option can be used to lock the customer.
• Valid from: the account validity of the customer can be defined here.
• Merchant shop URL: The URL of the merchant shop can be stored here.

Terms of use area

• Status:
  • not read:
  • agreed:
  • not agreed to:
• Date/User: the date when which user accepted or rejected the terms of use.

Licenses area

The New button can be used to add a new license.

• Quantity: Entry of the license quantity that should be available to the customer. With a quantity of 10, he can create 10 users in his account.
• Title: the title of a licence.
• Description: detailed description of the license.
• Type: Specifies whether customer or supplier license.
• Free: the quantity of user licenses not yet allocated. These free licenses are still available to the customer.
• Uses: the user licenses already in use.
• Passed on:
• Action: The license can be deleted via the Delete button.
  

User Logins tab

In the tab User-Logins the already created users are displayed with user roles, status and e-mail address.

Hinweis When creating a new customer, you usually only see the first user, the super admin.