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The customer checkbox is located on the left of every address. This checkbox defines the customer. Click to activate the relevant checkbox. This function cannot be deactivated in CargoSoft since one of the addresses must be the customer.
The address defined as the customer
is pre-assigned as the invoice recipient in the invoicing module,
serves as basis for the rate deposit,
is used to retrieve statistics and
to search for files.
Customer checkmark
Every order may only contain one address with customer checkmark.
Change the customer
Activate the checkbox next to the address of the customer. The previous checkmark is removed automatically.
Authorization to set the customer checkmark
Authorization object: AENDAUFTRG
Changing the customer checkmark upon order entry requires an authorization.
The checkmark is pre-assigned based on settings in the company parameters and cannot be changed without the relevant authorization.
Preallocation for customer addresses
Per module and sector, you can define certain addresses as customers. These addresses will be automatically pre-assigned with the customer checkmark upon order entry. The corresponding setting can be found in basic data COMPANY → GENERAL COMPANY PARAMETER.