Change customer details (AR50107S)

This topic gives you information about the elements that you find in this window in Visma Net, such as fields, field values, buttons, and check boxes.

Button Description
Process Click this to change the column information of the customer(s) you have selected in the table.
Process all Click this to change the column information of all customers that are displayed in the table, according to the filter you have set in the top part of the window.
Element Description

Customer class

The customers included in the customer class selected here will be displayed in the table.
Status The customers whose status is accordant with the status you select here will be displayed in the table.

VAT zone ID

The customers whose VAT zone is accordant with the VAT zone you select here will be displayed in the table.
Element Description

Change column information

Select the column you want to change. The options are:

  • Customer class
  • VAT zone
  • Exclude from EC sales list (Brexit)
    When you select this, the check box Exclude from EC sales list will be selected for the customer(s) you want to change this column for.
New customer class When you select Customer class as the column you want to change, here you can select the new customer class to which you want to change.
Update the customer's settings with the customer class defaults When you select Customer class as the column you want to change, you can select this check box if you want to update the customer's settings with the default settings of the new customer class.
New VAT zone ID When you select VAT zone as the column you want to change, here you can select the new VAT zone ID to which you want to change.
Column Description

Customer no.

The ID of the customer.

Customer name

The name of the customer.

VAT zone

The current VAT zone of the customer.

Location ID

The location ID of the customer.

Address

The address of the customer.

Postcode

The postcode of the customer.

City

The city of the customer.

Country

The country of the customer.

Corporate ID

The corporate ID of the customer.

Attention

The attention line as it is used in your company's business letters, which would be used to direct the letter to the proper person if the letter is not addressed to any specific person. Inherited from the customer details in the Customers (AR303000) window.

Phone 1

The phone number of the customer.

Email

The email of the customer.

Last sale

The date when the last sale was made to the customer.
Status The status of the customer.

Customer class

The customer class to which the customer belongs.

Exclude EC sales list

When this check box is selected, the customer on the row and their transactions will not be included in the EC sales list.