Create a client
Create a new client in QUANTICAL.ERP - every field of the New Client dialog with requirement and meaning, from the client code to the address on the invoice.
You create a client under Administration > Clients with Add Client. The New Client dialog has two sections, Basic Information and Address Information. Required fields carry a star, the document icon shows that a field is printed on invoice and cancellation invoice.
Basic information
| Field | Required | Meaning |
|---|---|---|
| Client Code | yes | Your short code for the client, for example ACME-001. Must be unique and appears in lists and selection fields |
| Client Name | yes | Name of the client on the invoice |
| Contact Person | - | Contact for your records. The project takes it over with Copy from Client as client contact person |
| Email, Phone | - | Contact details of the contact person |
| Billing Email | - | Address to which QUANTICAL.ERP sends invoices by e-mail |
| Bank Statement Display Name | - | Name under which the client appears on your bank statement, to match incoming payments |
Address information
| Field | Required | Meaning |
|---|---|---|
| Address | yes | Street and house number |
| Zip Code, City | yes | Place of the address |
| Country | yes | Determines VAT: 19 percent in Germany, 20 percent in Austria, 0 percent outside the EU |
The four fields form the address on the invoice. If one is missing, the invoice run warns about the missing client address. With Create Client the client exists.
Edit a client
The pencil in the client list opens Edit Client. In the Configuration tab you change the same fields and save with Save. The Projects tab lists the assigned projects, the Analytics tab is not in use yet. Delete Client at the top right works only as long as no project is assigned.
From the project form you create a missing client with + Add new client without leaving the page. Payment terms, order number and billing type belong to the project, not to the client.
Client administration
Create and maintain clients in QUANTICAL.ERP - master data with address and billing e-mail, assign projects and keep the client list in view.
Assign projects
Assign projects to a client in QUANTICAL.ERP - from the client list, in the client's Projects tab or directly on the project, with billing type in one step.