En:New Customer

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Registration tag for a new customer

Creating a New Customer

There are different ways to create new customers in Winestro.Cloud:

You can either click on "Customer - New Customer" or click the icon under "Customer - Customer List". In both cases, you will automatically be taken to the editing screen of a blank customer file, where you can enter the appropriate customer details.

Another option is the so-called Customer Data Import. This function is especially useful when you want to transfer existing customer data (for example, from an EXCEL list) into Winestro.Cloud.

Note: Click here (YouTube video) if you want to learn more about creating your customers.

Basic settings

Basic setting

Customer Number

The customer number is automatically assigned by Winestro.Cloud. The system automatically selects the next available number. However, the customer number can also be changed manually. If you prefer to manage customer numbers according to your own system, you can adjust them through the customer file's edit function.

Note: Sometimes, customer numbers can become very high, and there seems to be no clear order in the numbering. If this happens, there might be an old or inactive record with a high customer number. Simply adjust the customer number using the edit function, and the numbering will continue in sequence.

Language

You can assign a specific language to a customer. This makes it easier to group customers, for example, all English-speaking customers. Additionally, language assignment is important if you want to issue invoices in different languages (see also International Orders).

Country

Setting the country is important not only for general classification but also for creating shipping labels. Particularly for foreign customers, make sure the correct country is selected.

Export Agent

If you have already set up en:Export-Agents, you can select an export agent from the list here and assign it to your customer.

Default Sales Channel

Choose an appropriate sales channel to measure the success of your distribution methods in acquiring customers.

Address

Address

Salutation / Letter Greeting

The letter greeting is used to start texts on invoices, emails, and letters. You can combine the salutation field with the first name (e.g., "Dear Gerd,") or with the last name (e.g., "Dear Mrs. Mustermann,"). Alternatively, you can set it so that only the text from the salutation field is used as the letter greeting.

If you want to address multiple people with different last names, you can set the greeting to "salutation only" and enter free text (e.g., "Dear Mrs. Mustermann, dear Mr. Muster,"). In this case, the first and last name fields of the address greeting can be filled in accordingly (First name: "Marianne Mustermann and", Last name: "Max Muster").

Address Greeting

The address greeting allows you to address your customers personally, helping to strengthen customer relationships.

When creating new customers, the salutation field is empty by default, allowing you to fill it as needed. This function can be combined with the name selection in the following ways: