Business management feature
Your customer register: who you sell to, with their contact and billing details — the counterparty picked on every sales document and payment.
The Customers feature keeps its source record, status, and downstream references inside BusinessIntents. Teams can work from the same operational context and open the detailed guide whenever they need field-level instructions.
Use the documented operating model as a starting point, then adapt fields, approvals, reports, or connected areas when your process differs.
One connected record
The Customers feature keeps its source record, status, and downstream references inside BusinessIntents. Teams can work from the same operational context and open the detailed guide whenever they need field-level instructions.
A plain register — no workflow, no line items. For each customer you fill in: Name (required), VAT number and registration number (EIK/bulstat — companies keep both identifiers), e-mail, phone and address. Manager — the customer's authorized person (MOL), printed as the recipient on documents issued to them.
See the fields and stepsIn the product
The detailed guide shows the screens and records behind customers, with the exact fields, statuses, and actions.
Connected work
Related features and workflows reuse the same business records instead of asking teams to rebuild the context.
A starting point, not a fixed package
BusinessIntents can tailor documents, fields, approval paths, reports, and connected business areas when the ready-made workflow is close but not exact.
Try BusinessIntentsDecision-stage answers
Your customer register: who you sell to, with their contact and billing details — the counterparty picked on every sales document and payment.
It connects with Construction, Logistics, Professional Services, Retail, Wholesale, Issue a sales invoice.
The detailed module guide documents the exact fields, statuses, actions, and connected records.
BusinessIntents can tailor documents, fields, approval paths, reports, and connected business areas when the ready-made workflow is close but not exact.
Review the real workflow
Use a real record or transaction to compare the documented flow with the way your team works today.
