Versions Compared

Key

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

...

  • Create a "normal" company that you need/deposit for normal order processes.

For this you go on Image Removed and then on Image Removed around the creation to start.Image RemovedImage Added and then  click on Corporate Customer/Agent.

Image Added

  • You can also manage a company as a member (incl. HCP, membership number etc...).

To do this, go to Image Removed Image Added, then open Image Removed and click on member and select in the upper area Image Removed Image Added (see illustration below).

Then the usual process occurs, where you continue according to the color scheme with the creation of the corporate customer:

Image RemovedImage Added

In the horizontal menu navigation you can now see that the personal data, for example, is now displayed in green.

...

Info
titleSave Button

Please note that you can only complete the process after you have entered all the necessary fields. As soon as this has been done, the button Image Removed Image Added will be displayed darker.

Image RemovedImage Added


Adjusting the address range of company invoices

...

A test company has been created for you to give you an idea of what this means:

Image RemovedImage Added

If we now proceed from the entries in the illustration above, the address for a created invoice will look as follows:

...

To be able to create an agent (hotel, travel agency, etc.), you must first be in the customer administration → Overview.

Here you go on Image Removed and choose Image RemovedImage Added and choose Corporate Customer/Agent.

Then the usual process occurs, where you continue with creating the corporate customer according to the color scheme:

Image RemovedImage Added

Search for intermediaries/companies

...