Creating a contact
- Person - a person is only displayed under a company
- Company - this is a full contact (possibly with persons in it)
A contact can be supplier or customer (or both).
You can add a contact by clicking on the button 'new contact' in the overview page.
Per contact you can do the following:
- Add contact and address data
- Add a bank account
- Setup currency
- Setup language
- Setup VAT rate
- Setup default discounts
- Add custom fields
Automatically retrieve data with a VAT number
CoManage can retrieve data for a company by the VAT number. It uses the 'System for the exchane of VAT-information' (VIES) to automatically fill missing contact data. Just enter your contacts VAT number and press the arrow to the right of the field 'VAT number'.