# CustomerS

## About

A customer represents an external private person or organization, to that a running BGERP instance manages processes.

## Setup

### Parameter

Customer parameters are being configured in Administration / Parameters tool with selected Directory Customer parameters.

#### Group

The defined parameters with order and type can be organized to groups, used for different customer types.

### Title Pattern

Title patterns generate customer titles from its parameters.

The pattern itself contains parameter substitutions as ${param_<ID>}, where <ID> is the parameter ID.

## Usage

Existing customers can be listed in the Search tool.

| Additional customer parameters, shown in braces, can be configured

For creation a new customer click Add button in the Search tool, or call Create / Customer item in menu.

The created customer is immediately opened to correct parameter group and title pattern.

When a customer opened the fist tab below provides parameters editing.

The next one shows customer related processes with ability to create them.

The last tab on the screens above added by BGBilling plugin.

Left customers moved to object buffer.

### Merge

The merge operation joins parameters for accidentally created customer duplicates. All the related DB references being properly updated. To perform the operation, the preserved customer should be open and merged one placed to buffer. You can choose that after the Merge button is clicked.