Hilfe - Alle Produkte & Anleitungen
Hilfe - Alle Produkte & Anleitungen
Breadcrumbs

Customers on the Sales Point

The Sales Point can link bills to concrete customers — either one-off (just for the current invoice) or persistently as part of customer management. With customer management enabled, customers can be created centrally, several addresses per customer can be maintained, customer tabs can be run, and GDPR consent forms can be printed.

Module behaviour:

  • Without the Customer Management module only one-off entry of customer data on an invoice is available — the data is stored with the bill but cannot be reused.

  • With the Customer Management module the Customers menu entry appears with the full lifecycle (create, edit, multiple addresses, link to bill).

  • Additionally with the Voucher Management module a GDPR consent form is automatically printed when a new customer is created.

Create and edit customers

With the Customer Management module active, open Customers in the menu. From the list you can create, edit, and delete customers.

Each customer can hold several addresses. Use the star icon ★ to mark one address as the primary address:

📍   Max Mustermann AG               ★
     ATUX00X00X
     Musterstraße 1                  ✏
     1234 Musterstadt
     Austria                         🗑
     +123456789
     office@mustermann.com

The primary address is preselected automatically when a bill is linked to the customer — this speeds up the workflow when most postings go against the main address.

Once you process personal customer data you need consent. bessa supports this with a standardised form.

  • Automatic printing: With the Voucher Management module licensed, the consent form is printed automatically when you create a new customer. Have the customer sign and retain it.

  • Reprint: The options menu in the customer detail view contains the entry Print GDPR consent to reprint the form at any time.

←   Customer details                   ⋮
                            Print GDPR consent
    Max Mustermann

For the legal background and the text of a sample form, see Sample Privacy Notice for End Customers.

Linking a bill prints the customer name and address onto the invoice — important for invoicing requirements (e.g. invoices above €400 gross in Austria, B2B invoices with VAT ID).

  1. Post articles into the cart as usual.

  2. Open the options menu in the top right and select Link customer.

  3. Find the customer in the customer list and tap them.

  4. Optionally choose a non-primary address (otherwise the primary address is used).

  5. Close out the order as usual — see Close out and pay.

Without the Customer Management module

When you tap Link customer, an entry form for customer data opens directly. The data is stored on this one invoice and printed, but not saved to a reusable customer list. The next bill may require re-entering the same data.