The Customers area in the administration bundles all master data and settings around customer administration — industry sectors, categories, contact-person categories and additional attributes. Reachable via the main menu under Administration > Customers. Detail workflows for creating and maintaining individual customers are described in the Customer administration collection.
Note: The area is available in ZEP Compact and ZEP Professional. In ZEP Clock the area is not available because no customers are recorded there.
General settings
The settings page bundles the behavior around customers — automatic customer number assignment, default language, configuration of the customer list and visibility rules for inactive customers. Changes here affect all existing and future customers and affect the daily work of all employees with customer contact.
Classification
This master data allows a flexible structuring of customers for reports, filters and targeted selection. It works across customers and is the basis for meaningful sales and revenue reports.
Industry sectors
List of industry sectors that customers can be assigned to — for example „IT services", „industry" or „public sector". Per customer, one or more industry sectors can be maintained. Industry sectors appear as filters in customer and revenue reports and enable a quick sales view by market segments.
Customer categories
Multi-assignable categories for classification of customers — for example region, order type or sales status. They appear as additional filters in customer reports and the customer list and can control who sees which customers. Per category, colors can also be stored.
Contact-person categories
Categories for the contact persons of a customer — for example „accounting", „technical" or „management". Suitable for role-based contact and automatic mail dispatch to specific categories. Per contact person, one or more categories can be maintained, which is relevant for targeted dispatch of invoices or status mails.
Additional attributes
Freely definable additional fields that appear in the customer mask as additional input fields. Per attribute, designation, data type (text, number, date, dropdown) and mandatory field property can be maintained. Additional attributes are suitable for industry-specific or company-specific data not covered by standard customer fields and also appear in exports and reports.
Effects on other areas
The customer master data affects all areas in which customers appear — detail documentation on the workflow is available in Customer administration. Industry sectors and categories filter in Invoicing, in Revenues and costs as well as in Offer creation.