Customers > Customers
The following explains how to add a customer to Tuntinetti, how to add a certain pricing to the customer and how to add details to a customer in the Customers tab.
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Customers
The customers of the company are listed in the search results. The list shows 10 rows by default but that can be changed by changing the "Show" field to the desired amount. The list includes some information about the customers and you can arrange the list by clicking the headings. If you want to view further information about a single customer just click the plus (
) icon next to the customer name.
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By pressing the gray circle below "Customers" page button you can hide the upper tab buttons. To return the view to normal, simply press the button again.
Searching a customer
The most simple way to search a certain customer is to use the search field. There you can write any information about the searched customer and clicking "Filter" updates matching customers to the customer list below. If there is only one customer that fits the search criteria its information will be shown on the page automatically.
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- Customer name
- Contact person
- Who's responsible
- Unit
Customer's status
Info "New and existing" -search brings only the customers which are in use. - Project
- Employee
- Supervisor
Adding a customer
Adding a new customer starts with clicking the "Create new"-button next to the keyword search. "Add new customer and detail" creates a new customer with a detail at the same time. If you know that you're going to add a detail to the new customer you're creating, that is a simple way to create both at the same time. Of course you can always add details to customers afterwards. Instructions on how to add them afterwards can be found under the Adding customer details heading.
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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.
Creating a price list
To modify the pricing settings you must click "Pricing".
A new price list can be created by clicking the "Create pricing"-button. This opens up the price list modification window. There you must add the name of the price list and add price groups that define how the price list works. You can choose how the price group works by selecting the following settings:
- 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.
After adding the price groups you can save the price list by clicking "Save changes and close". This returns you to the pricing settings where you must set the start date of the price list and check the check-box of the price list that is in use. You can also go back to modifying created price lists or remove them. To save the changes that have been made click the "Save changes and close"-button.
Active price lists can be viewed by hovering mouse over the "Pricing"-button.
More information about pricing and setting price lists is in the Billing and pricing introduction.
Adding customer details
It is possible to add customer-specific details to customers. The details can contain for example alarms or detailed notes about urgent matters. New details can be added in the Customer details and attachments section.
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| If the Customer details and attachments section is not open, it can be opened by clicking the plus () sign on the left. |
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A new detail can be added by clicking the "Add"-button in the Customer details and attachments section. Fields for the detail's information open up under the detail list.
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A business customer's Main office must be another business customer, which hasn't got a Main office defined. A private customer's Payer can be another private customer, which hasn't got a Payer defined. Or it can be a business customer, which hasn't got a Main office defined. |
The Customer's branches button can be found in the Main office section, when the customer is a business customer.
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The Customer's branches button can be found in the Payer section, when the customer is a private customer.
