For working in business is necessary to register and evidence your customers. In Loans App you have ability to create new customers directly via customer card, but we recommend to create new contact and then from contact can be created other entities - Customer, Vendor, Bank.
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Steps to create new Contact
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click on list Contacts, situated at the top of Dashboard
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Empty Contact Card is opened
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Numbering has been created automatically (automatic numbering setup)
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We enter necessary information about Contact
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Name
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enter company name
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Type of Contact
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Company (possible to create financing) or Person (not possible to create financing)
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Legal Form
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there are available 3 options:
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Legal Entity,
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Individual Entrepreneur,
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Individual Non-Entrepreneur
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Fill Communication details
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Steps to create a Customer from Contact
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Create Customer directly from Contact Card via Actions > Functions > Create as > Customer
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Create Vendor or Bank the same way
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Once Customer is created from this contact, values from Contact Card are copied to Customer Card.
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Open Customer Card and add additional information about a customer, like Posting Details, Payment Terms
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Gen. Bus. Posting Group
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described in Posting setup in OC Loans App
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For example, this could define different groups for different location of customers or suppliers (like "Domestic" or "Export").
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VAT Business Posting Group
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Specifies the customer's VAT specification to link transactions made for this customer
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In setup for Tax Business Posting Group are inserted VAT Rates based on combination of VAT Bus. Posting Group and VAT Prod. Posting Group
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There are following fields:
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VAT Bus. Posting Group
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VAT Prod. Posting Group
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Description
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Blocked
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Specifies if this particular combination of VAT Bus. Posting Group and VAT Prod. Posting Group is blocked
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Tax identifier
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Tax %
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VAT Calculation Type with values Normal Tax, Reverse Charge, Full Tax, Sales Tax
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Customer Posting Group
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The Customer Posting Group is used to classify customers based on their type of transactions, such as sales or payment methods, for proper accounting
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It defines which accounts (accounts receivable) will be used when posting transactions related to a particular customer.
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It’s a way of grouping customers based on how they should be accounted for in the ledger.
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From Customer Card is possible to create new Loan.
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In case we create new Loan from Customer Card, appropriate Legal Form will be populated automatically with Customer Name into related fields.
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For guide, how to fill each important field in Customer Card, see attached video.
Contact creation (MS Learn) without garancy
Contact setup (MS Learn) without garancy