Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Customers > Customers

...

  • Official name of the customer
  • Business id
  • Additional id
  • Transfer id
  • It is possible to mark the customer as a private customer

    Info
    To a private customer it is possible to add Birth date, Identity code and Sex


  • Collegual name
  • Billing name
  • Main office or Payer

    Info
    Payer is only used when the customer is a private customer. In other cases this is Main office.


  • Responsible unit
  • Responsible person
  • Salary payment dates
  • Length of the lunch hour
  • Miscellaneous information

    Info
    This information can be shown to the employee who visits the customer in addition to the contact information.


  • Notes
  • Service description
  • Attached photo
  • Addresses

    Info
    Billing address and street address separately. The street address can be viewed in a map by clicking the map icon.


  • Billing contact person
  • Phone number
  • Contact e-mail
  • Billing e-mail
  • Electronic invoicing id
  • More settings:
    • By default disable bill debt collection
    • By default disable bill payment reminder
    • Send reports for approval separately for each project


When the customer's information has been entered the changes must be saved by clicking the "Save changes"-button on top of the page. The added customer can be found in the search results and it is able to search it with keyword search.

...

  • Price group type defines the kind of the price group.
  • Price mode defines how the price acts in different situations.
  • Extension you can use to define the pricing and define price salary types in a certain price group. It uses Regexp-targeting.

    Info
    Regexp (Regular expression) is a sequence of characters that define a search pattern. You can find many sites where you are able to test regular expressions before adding them in Tuntinetti. More information about regular expressions you can find at wikipedia. https://en.wikipedia.org/wiki/Regular_expression


  • Price defines the multiplier of the price group.

...