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Master Data Creation
Create and manage all the data required for your transactions and activities.
Customer
Create and update customer(s).
Updating a Customer
You can edit information related to a customer.
Customer Invoice Configuration
You can see and update the customer's invoice settings from this page.

Master Data Creation
Create and manage all the data required for your transactions and activities.
- Customer
  Create and update customer(s).
  - Creating a Customer
    Add a new customer and complete its details.
  - Updating a Customer
    You can edit information related to a customer.
    - Customer Address Configuration
      You can see and update the customer's address settings from this page.
    - Customer Contact and Communication Method
      You can see and update the customer's contacting and communication method details from this page.
    - Customer Sales Information
      You can see and update the customer's sales settings from this page.
    - Customer Invoice Configuration
      You can see and update the customer's invoice settings from this page.
    - Customer Payment Configuration
      You can see and update the customer's payment settings from this page.
    - Customer Credit Information Configuration
      You can see and update the customer's credit information from this page.
  - Consulting Customer Basic Data Report
    Use this report to have an overview of your customers and their characteristics, such as addresses, e-mails, phone numbers, etc.
- Supplier
  Create and update supplier(s).
- Parts
  Create and manage parts.
- Fixed Assets
  Fixed assets are referenced as objects in IFS Cloud. The company follows them along their useful life in order to manage: acquisition, adjustments, depreciation, scrap, sales.

Customer Invoice Configuration

You can see and update the customer's invoice settings from this page.

Click Invoice in the menu below the customer name.


Field	Description	Mandatory	Example
Customer Type	External or internal, in case this is an Airmar or Marport offices using IFS Cloud.	Yes	External
Currency	The currency for customer invoicing. This is the default value that can be modified in a specific order or invoice.	Yes	EUR
Customer Group	This field indicates if the customer is an external customer or a specific customer within the group.	Yes	EXT
Payment Terms	This is used in order to calculate the due date of invoices. This is the default value that can be modified in a specific invoice.	Yes	30
Tax Code	This tax code is, by default, only used in manual customer invoices without any connection to orders and sales parts.	No	20
Inactive Date	End date for use of this customer.	No	01/01/2021
Inactive Reason	Inactive reason.	No
Print Tax Code Text	Select this checkbox if you want to retrieve specific tax code text in documents.	No	Yes/No