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Customer Management
Centralize your customers' information in one smart directory.
1Overview
The Customers module is the heart of your business activities. It keeps everything organized and accessible.
UID Search
Add Swiss companies instantly by searching the name or UID number.
Multiple contacts
Associate multiple contact persons to the same company.
Billing addresses
Manage separate addresses for billing and shipping.
2Adding a customer
- 1
1. Go to Customers
Click on the 'Customers' section in the main menu.
- 2
2. New customer
Click the 'New customer' button at the top right.
- 3
3. Search or manual entry
Use the search bar to find the company in the Swiss register, or enter data manually.
- 4
4. Save
Complete the details (email, phone, VAT) and save.
3Using the UID register
Vosia is integrated with the Swiss business register to speed up data entry.
Using the UID register
- In the Company Name field, start typing the company's name.
- Vosia will automatically search the Swiss register (UID).
- Click the correct result to auto-fill address and UID number.