New customers

If the Allow visitor to create account setting is activated, you should specify which price list, delivery method, payment terms, etc. are assigned to the new customer. You can find this setting under Access rights. You can separate domestic customers from foreign customers, as well as corporate customers from private customers. A domestic customer has the same country code entered under General registers | Basic settings | Company information in Monitor ERP.

If you have not activated the Allow visitor to create account setting, you can skip all the sections under New customers, with the exception of Password and Countries. If the customer changes their password or Admin sets a new one, the password requirements will be loaded from here.

If the Allow visitor to create account setting has been activated, the following settings must be configured:

• Payment terms
• Delivery method
• Delivery terms
• Information
• VAT
• Price lists
• Countries
• Password