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Manage Customers

In Surface Solutions, you can centrally manage, edit, and create new customers.
You can access the customer page via Tools and Settings → Customers. There, you will find an overview of all existing customers in your organization.

Customer Overview

The customer overview displays all registered customers in a tabular format. Using the search function, you can quickly find customers and open them with a click to view or edit their data.
With the “Add Customer” button, you can create new customers and enter their master data.

Create a Customer

A new customer can be created either directly through customer management or within a calculation.

If you enter a new name in the Company field during a calculation that does not yet exist in the system, the button “Create New Customer” will automatically appear.
After clicking it, a new customer with the specified name will be created, and you can add additional information directly within the calculation.

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By clicking “+ Create New Customer,” you can create a new customer directly within the calculation.

Customer Data

For each customer, you can record and manage the key master data, including:

  • Company name

  • Address

  • VAT number

  • Contact person

  • Email address

  • Phone number

  • Notes

  • Preferred contact method (e.g., email, phone, web, in-person)

Edit and Delete

Customers can be edited at any time to update or add information.
Customers that are no longer needed can be deleted.

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