Create corporate customers

With the GolfSuite you have the possibility to manage companies as customers or companies as members. You can therefore create these in two different categories.

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

For this you go on and then click on Corporate Customer/Agent.

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

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

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

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

Background green/orange: You were already inside this area (so you will also see when you continue at a later time where you must continue).

Green font: These area(s) do not require any information, but can be adapted or highlighted.

Orange font: This area(s) require information that is absolutely necessary to complete the process.

Once you have entered all the necessary information, you can now complete the creation of the company member.

Save 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 will be displayed darker.

Adjusting the address range of company invoices

You can send a company an invoice in which you can specify a direct contact person (at H of Mr. Mustermann). The "Delivery instruction" field is used for this purpose.

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

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

Addressee

The recipient is set if you want to create and deposit the invoice with the company, but would like to send it to another person/company/hotel/agent, and so on.

If you use the Recipient field, the name of the customer/company is overwritten.

Create sales agent

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

Here you go on and choose Corporate Customer/Agent.

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

Search for intermediaries/companies

After you have finished with the company's system, you can immediately view/check/edit it in the customer overview:

Display of the name

Since the companies are displayed simultaneously with ordinary persons in the same table, you will also see the First names column here.

For corporate customers it is important to note that you only assign one name and this name is displayed in the 'Names' column.

If you are in the table search and are looking for companies, you have to enter your data directly in the column 'Names'.

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