Customers / New Customer

New Customer

Customer code is generated on save (format CUS-XXXX). Fields marked * are required. Sales ownership defaults to the signed-in sales and can be reassigned by Super Admin later (TASK-005).

Company information

Legal identity from deed of establishment / NPWP card
Legal name is required.
Defaults to legal name if empty.
Format: 00.000.000.0-000.000 (15 digits + punctuation).
NIK must be exactly 16 digits.
Address is required.

Commercial settings

Payment terms and bank account are finance-sensitive: after creation they are editable by Super Admin and Finance only (PRD §3.3)
Select payment terms.
Select tax profile.
Sales can keep ownership. Selecting another sales requires Super Admin approval.
Account number must be 10 to 16 digits.

Primary contact

At least one contact is required before the first quotation can be sent
Contact name is required.
Enter a valid email address.
Phone is required.
Every create and update on this record writes an audit entry with old and new values (PRD §15).
Cancel
Saved