To create a contractor profile, open the CONTRACTORS application, hover the cursor over the NEW DOCUMENT button, and select CONTRACTOR PROFILE.

To have the profile partially filled automatically with contractor data, you need to find it in the GUS database. In the displayed window, select whether you want to search by NIP, REGON, or KRS number. Enter the number and confirm (you can also skip this step by clicking CANCEL and fill in all the data manually).

After confirming, a new contractor document will open with the name, TAX number, bank account, and VAT taxpayer status automatically filled in.

Enter the ERP ID number, or click the cloud icon to retrieve it automatically from the external ERP system.

By clicking the fields: CONTRACTOR TYPE, ASSISTANT, and PEOPLE NOTIFIED, you will open selection lists, from which you should choose the appropriate option and confirm. Fill in the fields.

Check the box if you want the contractor to be the default.

The data in the CONTACT INFORMATION section will also be partially imported from the GUS database.

Enter the remaining data: email address, phone numbers.

If the client is to receive and/or send electronic invoices, check the appropriate boxes in the E-INVOICES section.

After checking the box for the invoice direction, a window will appear below. Enter the email address and press ADD to confirm.

In the DOCUMENT DETAILS tab, select the form of business activity.

Clicking on the Industry field, as well as the other fields in this section (Group, Sector, Region, Source of Contact, Price List, Purchase Frequency, Potential, and Rating), will display a list from which you should select the appropriate option to fill in the field.

Wpisz rok założenia, obroty miesięczne i roczne.

Enter the year of establishment, monthly turnover, and annual turnover.

To add an interest detail, press the “+” button next to the section name.

Select a category from the list.

and specific products.

If necessary, you can enter additional notes in the notes field.

and add an attachment.

If necessary, in the CONTACT PERSONS tab, you can add such persons. More information on this can be found in the article: Creating a Contact Person Document.

To add a related document, click the ADD button in the DOCUMENTS tab.

Select the type of document.

After selecting the document type, an activity document will open for completion. Once completed and saved, the document will appear on the list. You can read about creating individual documents in the other subsections of the Contractors chapter.

In the COMMENTS AND ATTACHMENTS tab, you can add tasks, comments, and attachments.

Save the ready document