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. 

 

 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.