En:New Customer
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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
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
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:
1. Salutation and Last Name
2. Salutation and First Name
3. Salutation Only
This allows you to freely choose how you wish to communicate with your customers and differentiate between them accordingly.
For example, a large customer whom you only know professionally may be addressed by their last name, and you would enter a formal salutation like "Dear Mr." in the free text field of the address greeting.
However, if it’s a customer you’ve known for a while and who frequently buys from your farm, you may be on a first-name basis. In this case, you can choose "Salutation and First Name" and enter something like "Dear Silke" in the address greeting.
As a final option, you can also choose to use only the address greeting. This is useful if you want to enter something completely custom, like "Dear Ladies and Gentlemen," or if you have your best friend as a customer and want to greet them with a simple "Hi."
In conclusion, regarding the address greeting, you have the free text field for the salutation, which can be filled in as you wish, and you also have the first and last name that is pulled from the program. You set this in the billing address, so you don’t need to enter it separately for the address greeting.
Customer Address Data
You fill in your customers' addresses in the designated fields. We recommend starting with the postal code, as the program can then automatically suggest entries for the other address fields.
Note: If a customer has already been registered under the newly entered address, you will be notified. The red notice (see the image on the right) is clickable and will open an overview of all customers who have already been registered with that address. You now have the opportunity to check if the supposed new customer is already in your database. Tip: Open the list, for example, by clicking the middle mouse button to view it in a new window!