Lapauw IT

Welcome!

This community is for professionals and enthusiasts of our products and services. Share and discuss the best content and new marketing ideas, build your professional profile and become a better marketer together.

Hide Intro Register
0

How to work with 'company' vs 'individual' contacts and how to choose the right type: 'Contact', 'Ship address' , 'Shipping address', 'Other address', 'private address'.

Avatar
Michael Tytgadt
  1. Companies are independent and can have many 'Contacts & addresses'.
    Label them as 'Company' just above their name in the contact form:

  2. Individuals can be linked to a company, and will inherit some properties from the companies depending on the situation.
    Label them properly as 'Individual' and select a 'type': 'Contact', 'Invoice', 'Shipping', 'Other', 'Private'

    1. A 'Contact' inherits its address from the mother 'Company'
    2. A 'Invoice address' will automatically be used on a Sales Order when selecting the company or a contact of the company.
    3. A 'Shipping address' will automatically be used on a Sales Order when selecting the company or a contact of the company.
    4. A 'Other address' can be different from the mother 'Company'. It can be used for a 'branch' or different 'location' of the company. Subsidiaries should however be a new 'Company' as they have a different VAT-number.
    5. A 'Private address' is used to keep addresses confidential for HR or its creator/salesperson.
  4. A few more guidelines:
    1. Remember that a VAT-number or sometimes called TIN (taxpayer identification number) helps avoid confusion and facilitates invoicing afterwards.
Avatar
Negeren