Recording an Address

 

Clients are the potential of a company. To administer them properly is therefore very important.

 

In Tryton go to Party > Parties and create a new record. The following will be filled in:

General

      • Name: name of the company
      • Reference: Salutation Name  Surname (e.g.: Mrs Carla Bertoni)
      • Postal address (Street with number, ZIP code, City)
      • Salutation (e.g.: Dear Mrs. Bertoni)
      • Phone Number (e.g.: +41 41 211 12 22)
      • At least 1 Email address and 1 phone number.
      • Assigning of the customer to one of the existing customer categories.

 

Relationships

Here you can link other parties which are related to the current party.

 

Accounting

Enter Payment terms

 

Banking

For suppliers, the bank details are entered in order to be able to scan ESR codes on the supplier’s invoices.