Create New Customer

Create New Customer – Details Tab

This modal form allows users to create a new customer record by entering legal, geographic and pricing-related information. It is part of a two-tab structure for comprehensive customer registration.

Tab Navigation

• Active Tab: Details
• Other Tab: Contacts – used for adding contact persons or communication data

UI Element Documentation

Form Fields

Title*

• Type: Text field
• Placeholder: Company name
• Validation: Required
• Purpose: Official customer name (e.g., “Logistik GmbH”, “CargoTrans UAB”)

Company Registration No.

• Type: Text field
• Placeholder: RN01234…
• Purpose: National legal registration number for the company

VAT

• Type: Text field
• Placeholder: AB1234…
• Purpose: VAT identification number used for billing and EU compliance

Street Address

• Type: Text field
• Placeholder: Street
• Purpose: Company’s physical street address

City

• Type: Text field
• Placeholder: Paris
• Purpose: City where the business is located

Postal Code

• Type: Text field
• Placeholder: 10101
• Purpose: ZIP/postal code for geolocation or documentation

Country*

• Type: Dropdown
• Placeholder: Select a Country
• Validation: Required
• Purpose: Country of registration for tax and pricing purposes

Price Type

• Type: Dropdown
• Placeholder: Select
• Purpose: Defines billing method — e.g., by distance, weight, or freight:
  • Fracht
  • Price per KM
  • Price per KG (As seen in customer list earlier)

Application Role

This form is a core part of customer onboarding and billing setup, enabling:

• Regional pricing configuration
• Invoicing alignment with VAT and legal details
• Country-based service filtering and tax processing

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Create New Customer – Contacts Tab

This tab allows the user to input contact details for individuals associated with the customer, such as account managers, dispatchers or administrators. It is the second part of the two-tab modal for new customer registration.

Contact Information Fields

Each contact card includes the following fields:

Position

• Placeholder: Manager
• Purpose: Defines the contact’s role (e.g., Manager, Dispatcher, Accountant)

Email

• Type: Email field
• Placeholder: customer@company.com
• Validation: Format likely enforced (e.g., must include @ and domain)
• Purpose: Primary communication channel

Phone

• Type: Phone number field
• Prefix: Automatically displays country code (e.g., +370)
• Placeholder: 370 11111111
• Purpose: For calling or messaging; international formatting implied

Add Another Contact

• Link Text: + Add another contact
• Action: Appends a new contact entry form below the current one
• Use Case: Supports organizations with multiple points of contact

Functional Notes

• Multiple Contacts: Each set of fields is repeatable via the + Add another contact action
• Contact Order: May define primary/secondary roles by order of entry
• Data Validation: Basic formatting checks for email and phone expected

Business Usage

This screen allows:

• Assigning responsibility roles to customer records
• Enabling communication workflows with proper point(s) of contact
• Supporting scalable account relationships (sales, logistics, support)