The customer register keeps track of who you work for: the customer, its contacts and the properties you work in. Everything else in the system will hang on the customer.
What is this?
The page Customers lists every customer with customer number, name, customer type, registration number and status. Clicking a customer number opens the customer card.
The customer card has three tabs:
- Details — customer type, registration number, email and phone, and the customer's VAT mode.
- Contacts — the people at the customer, who is the main contact and who receives tenders and invoices.
- Properties — the properties and flats you work in. The column Payout documentation shows whether the property has the details needed to request a payout for a ROT deduction, and if not, what is missing.
Alongside are the invoicing details and the main contact.
Important: The VAT mode is an assessment someone has made, not a check the system makes. A valid VAT number does not mean the client sells construction services, and that is the condition that decides reverse charge.
Who can do what
| Permission | What it gives |
|---|---|
| View the customer register | See the customer list and the customer cards. |
| Create and change customers | Add customers, and add contacts and properties. |
Every role except superadmin has View the customer register by default. Every role except superadmin and service technician also has Create and change customers.
Guides
Frequently asked questions
It says the customer number series is not set
The starting number for customer numbers is set once when the installation is set up, and no customer can be added before then. Contact whoever set up the installation.
How do I change a customer?
That is not possible yet. A customer, a contact or a property can be added but not changed in this version of Elreda.