Customer Creation

Created by Manuales Invu, Modified on Thu, 26 Dec, 2024 at 12:35 PM by Manuales Invu

Estimated reading time, 6 minutes

It is the process of registering a customer's data within the system to facilitate the management of their transactions, orders, and preferences. This functionality is useful for establishments that wish to keep a more detailed control of their customer base and offer a personalized service.

General Data

Segment	Description
Taxpayer Type	Indicates the customer's tax regime, such as: Natural and legal person.
Identification Number	The unique number assigned to the customer by the government or tax authority, such as identity card or RUC.
(DV) Verification Digit	Additional number that validates the authenticity of the identification number (necessary in case of using RUC number).
Names	Field to register the customer's names.
Surname	Field to record the customer's last name.
E-mail address	This is the customer's e-mail address for contact, sending electronic invoices or promotions.
Phone	Spaces to register up to three telephone numbers of the customer.
Address	The customer's physical address. Useful for billing, shipping or direct contact.
Date of Birth	The customer's date of birth, used to personalize promotions or identify customers of legal age.
Social Networking	Section to link the customer's social network accounts. The system includes: Twitter, Facebook, Instagram.
Group	Customer classification.
Loyalty ID	Unique customer number or code in a loyalty program, used to accumulate and redeem points.
Credit Limit	The maximum amount of credit allowed for the customer, if the system supports credit sales.
Unlimited Credit?	Option to indicate if the customer has access to unrestricted credit. This is usually a checkbox type field.