Customer and company data¶
Two eYssen modules extend what the database records about a contact: eYssen Partner
(eyssen_partner) adds company background and a VAT re-check, and Partner Group Category
(partner_group_category) adds a hierarchical grouping that also becomes a reporting dimension.
Customer and supplier flags¶
eYssen Partner adds two explicit checkboxes on the contact form: Customer and Supplier. They make the role of a contact a deliberate choice rather than something inferred from its documents, and they drive the Customers and Suppliers filters on the contact list.
The Sales and Purchase groups of the contact form are hidden while the matching checkbox is off, so a supplier form is not cluttered with sales fields.
VIES re-check¶
Next to the VAT number, a Recheck VIES button re-validates the number against the EU VIES service on demand, and a read-only Last VIES Check field records when that last happened.
Note
The button only appears when VIES validation is enabled for the company, in .
- menu
- Contacts ‣ (a company contact)
- shows
- The top of a company contact form with the VAT field, the "Recheck VIES" button and the "Last VIES Check" timestamp, and the Customer / Supplier checkboxes.
- highlight
- The "Recheck VIES" button and the Customer/Supplier checkboxes (red frames).
- data
- Company "Deco Addict" with a valid EU VAT number.
- module
- eyssen_partner
- notes
- English UI, light theme, 1440px width, crop to the contact header.
Business Info tab¶
A Business Info tab collects the company background that sales uses to qualify an account:
Company Profile: Year of Foundation, Number of Employees and the Risk Rating, which has four levels — Minimal risk, Below average risk, Above average risk and High risk.
Financials: the Yearly Revenue and the Registered Capital.
- menu
- Contacts ‣ (a company contact) ‣ Business Info
- shows
- The Business Info tab with the Company Profile group (year of foundation, number of employees, risk rating) and the Financials group (yearly revenue, registered capital).
- highlight
- The Risk Rating field (red frame).
- data
- Company "Deco Addict"; founded 2005, 45 employees, risk rating "Below average risk".
- module
- eyssen_partner
- notes
- English UI, light theme, 1440px width, crop to the notebook.
Partner group categories¶
A group category puts contacts into a tree — for example by segment, by chain or by industry — and carries that grouping onto the documents they generate.
Maintain the tree in . Each category has a Name and an optional Parent Category; the computed Complete Name shows the full path.
Set the Group Category field on the contact. It is then copied onto every sales order and customer invoice of that contact, where it can be used as a filter and a grouping — and, most usefully, as a dimension in the Sales Analysis and Invoice Analysis reports.
Example
With the categories Retail / Furniture chains and Retail / Independent shops, the Sales
Analysis report grouped by Group Category shows the revenue of each segment, and
collapsing to the parent gives the whole Retail segment.
- menu
- Sales ‣ Reporting ‣ Sales
- shows
- The Sales Analysis report grouped by "Group Category", showing the parent categories with their child categories underneath.
- highlight
- The "Group Category" grouping facet (red frame).
- data
- Two parent categories with two children each.
- module
- partner_group_category
- notes
- English UI, light theme, 1440px width, crop to the search bar and the table.