Customers¶

Customer Page¶

This page displays a table of all customers with their name, tax identifier, address, and code. You can search for specific customers using the search bar and click on a row to select a customer.

Usage¶

To search for a customer:

1. Enter the search term in the search bar.
2. Click on the search button or press enter.
3. The table will display only the customers whose data matches the search term.

To select a customer:

1. Click on a row in the table.
2. The selected customer's data will be displayed on a separate page.

To delete a customer:

1. Click on the delete button (🗑️ trash icon) in the corresponding row.
2. A confirmation dialog will pop up.
3. Click on the "Confirm" button to delete the customer or "Cancel" to exit the dialog.

Customer Details¶

The following tabs are available on this tab control:

• Customer
• Organizations, Projects
• Assigned Persons

Customer¶

On this control, the following parts are located:

• Basic Info
• Address
• Status

Basic Info¶

This component is a form for editing customer information. It allows users to input and update customer name, tax identifier, web domain, domain component, and description.

Usage:¶

To use this form, users can follow these steps:

1. Fill in the customer name field with the desired name.
2. Fill in any other desired fields such as tax identifier, web domain, domain component, and description.
3. Check to make sure all required fields are filled in correctly.
4. Click the "Save" button to save any changes made.
5. Click the "Cancel" button to discard any unsaved changes and return to the previous page.

Address¶

This page is an Angular form containing address fields (Country, Place Name, Post Number, Post Name, Street Name, Home Number, Home Letter, Address, and Formatted Address). The user can input or select values for the address fields, and the Formatted Address field will display the formatted concatenated address.

Usage¶

To use this page, follow the instructions below:

1. Fill in the address fields as required.
2. The Formatted Address will automatically be concatenated based on the values entered in the address fields.
3. Click the Save button to save the changes or click on the Cancel button to discard the changes.

Status¶

This component displays a form to edit a customer's details. The form allows the user to modify the customer's status, valid from and valid until dates, as well as the code and global code of the customer.

Usage¶

To use the form, follow these steps:

1. Enter the customer's status by selecting from the dropdown list.
2. Enter the valid from and valid until dates using the calendar control.
3. Modify the customer's code and global code if required.
4. Click on the "Save" button to save the changes. If you change your mind, click on the "Cancel" button to discard the changes.

Organizations, Projects¶

Customer Form Organization Units Page¶

This page contains a table of existing customer form organization units with columns for name, address, parent unit, and code. Users can search for specific records and select a row to view or edit the details. Users can also add a new organization unit, refresh the list of units, and delete selected units.

Usage¶

To use the customer form organization units page, follow these steps:

1. To refresh the list of units, click on the "Refresh" button or use shortcut key "F5".
2. To create a new organization unit, click the "Create" button.
3. To search for a specific record, type in the global search field and hit enter.
4. To delete a record, select the row and click on the delete button.

Organization, Project Details¶

On this control, the following parts are located:

• Basic Info
• Address
• Status

Basic Info¶

This page allows the user to edit a customer form with fields such as name, parent, and description.

Usage¶

To use this form, follow these steps:

1. Enter the customer name in the "Name" field.
2. Use the "Parent" field to select the customer's parent organization (optional).
3. Enter a description for the customer (optional).
4. Click the "Cancel" button to discard your changes and return to the previous page.
5. Click the "Save" button to save your changes. The button will be disabled until all required fields are filled out and the form is valid.

Address¶

This page is the address form editing page where users can modify a customer's address information.

Usage¶

1. Users can modify the fields to edit the address information.
2. Users can select or input values in fields that have autocomplete, such as Country, Place Name, Post Number, Post Name, and Street Name.
3. To format the new address, users can input the Home Number and Home Letter. The formatted address will appear in the Formatted Address field.
4. Users can click "Cancel" to discard their changes or "Save" to save their changes. The "Save" button is only enabled when the form is valid and there are changes.

Status¶

This page allows the user to edit a customer form's status, valid from and valid until dates, as well as the code of the customer.

Usage¶

When the user fills in the required fields in the form, they can save the changes made by clicking on the Save button. Before saving the changes user can also cancel the changes made by clicking the Cancel button.

Assigned Persons¶

This is a data table component that displays a list of customer form assignment persons. The table shows information about the person, organization, position, and status of each record. Users can create new records, filter results, and delete existing records.

Usage¶

1. To refresh the list, click on the 'Refresh List' button.
2. To create a new record, click on the 'Create' button.
3. To search for a specific record, enter a search term and click on the search icon.
4. To delete a record, select it from the table and click on the 'Delete' button.

Details¶

The following tabs are available on this tab control:

• Assigned Person Details

Assigned Person Details¶

This page component contains a form to assign person details to a customer. The form includes fields for organization unit, person, position, record status, valid from, and valid until dates.

Usage¶

The following are steps to use the form:

1. Fill in the organization unit field by typing in the name of the organization or choosing from the suggestions that display after typing.
2. Fill in the person field by typing in the name of the person or selecting from the suggestions displayed after typing.
3. Fill in the position field by typing in the position name or selecting from the suggestions displayed after typing.
4. Select a record status from the dropdown list.
5. Fill in the valid from field by selecting a date from the calendar widget that pops up when the field is clicked.
6. Fill in the valid until field by selecting a date from the calendar widget that pops up when the field is clicked.
7. Click on the "Cancel" button to exit without saving data or the "Save" button to submit the form. Note that the "Save" button is disabled until all the required fields are filled in.