{"id":55156,"date":"2020-07-18T09:35:07","date_gmt":"2020-07-18T07:35:07","guid":{"rendered":"https:\/\/ar3dp.de\/docs\/3d-druckkosten-kalkulator-app\/einrichten-loslegen\/kunde-anlegen\/"},"modified":"2020-07-18T09:35:07","modified_gmt":"2020-07-18T07:35:07","slug":"kunde-anlegen","status":"publish","type":"docs","link":"https:\/\/ar3dp.de\/en\/docs\/3d-druckkosten-kalkulator-app\/einrichten-loslegen\/kunde-anlegen\/","title":{"rendered":"Create customer"},"content":{"rendered":"<div id=\"whatWeDoSection\" class=\"container space-2\"><div class=\"row\"><div class=\"col-md-6 mb-7 mb-md-9\"><div class=\"media\"><div class=\"d-flex mr-3\"><span class=\"btn btn-icon rounded-circle mr-3 btn-soft-primary\"><span class=\"far fa-file-code btn-icon__inner\"><\/span><\/span><\/div><div class=\"media-body\"><h4 class=\"fgb-icon-blocks-la__name d-block h6 text-secondary font-weight-normal mb-0\">Available from<\/h4><span class=\"d-block font-size-1\">v1.0.6-beta<\/span><\/div><\/div><\/div> <\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Neuen Kunden anlegen<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Um einen neuen Kunden in der App anzulegen, besuche den &#8220;Kunden&#8221;-Tab im Hauptmen\u00fc. Klicke hier auf den &#8220;+&#8221;-Button, oder, wenn du noch keine Kunden angelegt hast, auf den &#8220;Kunde anlegen&#8221;-Button.<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-image is-style-default\"><figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"750\" height=\"1334\" src=\"https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_ios_1.png\" alt=\"\" class=\"wp-image-55279\" srcset=\"https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_ios_1.png 750w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_ios_1-380x676.png 380w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_ios_1-590x1049.png 590w\" sizes=\"(max-width: 750px) 100vw, 750px\" \/><\/figure><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-image is-style-default\"><figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_1.png\" alt=\"\" class=\"wp-image-55286\" width=\"540\" height=\"960\" srcset=\"https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_1.png 1080w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_1-768x1365.png 768w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_1-864x1536.png 864w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_1-380x676.png 380w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_1-590x1049.png 590w\" sizes=\"(max-width: 540px) 100vw, 540px\" \/><\/figure><\/div>\n<\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Es \u00f6ffnet sich dann ein Eingabeformular in welchem du die n\u00f6tigen Informationen zu deinem Kunden angeben kannst. Grund\u00e4tzlich unterscheidet die App unter zwei Kundentypen.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Privatperson (Person)<\/li><li>Firma<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Je nachdem, um welchen Typen es sich handelt, \u00e4ndert sich die Eingabemaske.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Privatperson<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">F\u00fcr eine Privatpersonen m\u00fcssen mindestens folgende Informationen angegeben werden.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Anrede (Frau, Herr, Divers)<\/li><li>Vor- und Nachname<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Des Weiteren k\u00f6nnen noch folgende Informationen angegeben werden.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Address<\/li><li>E-Mail<\/li><li>Telefonnummer<\/li><\/ul>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-image is-style-default\"><figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_ios_2.png\" alt=\"\" class=\"wp-image-55280\" width=\"563\" height=\"1001\" srcset=\"https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_ios_2.png 750w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_ios_2-380x676.png 380w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_ios_2-590x1049.png 590w\" sizes=\"(max-width: 563px) 100vw, 563px\" \/><\/figure><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-image is-style-default\"><figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_2.png\" alt=\"\" class=\"wp-image-55288\" width=\"540\" height=\"960\" srcset=\"https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_2.png 1080w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_2-768x1365.png 768w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_2-864x1536.png 864w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_2-380x676.png 380w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_2-590x1049.png 590w\" sizes=\"(max-width: 540px) 100vw, 540px\" \/><\/figure><\/div>\n<\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Firma<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Ist der Typ &#8220;Firma&#8221; gew\u00e4hlt, dann ist nur der Firmenname ein Pflichtfeld. Zus\u00e4tzlich k\u00f6nnen folgende Informationen angegeben werden.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Address<\/li><li>Umsatzsteuer-Identifikationsnummer <\/li><li>Eine Kontaktperson<\/li><li>E-Mail<\/li><li>Telefonnummer<\/li><\/ul>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-image is-style-default\"><figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_ios_3.png\" alt=\"\" class=\"wp-image-55281\" width=\"563\" height=\"1001\" srcset=\"https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_ios_3.png 750w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_ios_3-380x676.png 380w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_ios_3-590x1049.png 590w\" sizes=\"(max-width: 563px) 100vw, 563px\" \/><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-image is-style-default\"><figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_3.png\" alt=\"\" class=\"wp-image-55289\" width=\"540\" height=\"960\" srcset=\"https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_3.png 1080w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_3-768x1365.png 768w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_3-864x1536.png 864w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_3-380x676.png 380w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_3-590x1049.png 590w\" sizes=\"(max-width: 540px) 100vw, 540px\" \/><\/figure><\/div>\n<\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Sind alle Daten korrekt, dann kann der neue Kunde mit dem &#8220;Hinzuf\u00fcgen&#8221;-Button angelegt werden. Dieser erscheint dann in der Kunden\u00fcbersicht.<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-image is-style-default\"><figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_ios_4.png\" alt=\"\" class=\"wp-image-55282\" width=\"563\" height=\"1001\" srcset=\"https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_ios_4.png 750w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_ios_4-380x676.png 380w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_ios_4-590x1049.png 590w\" sizes=\"(max-width: 563px) 100vw, 563px\" \/><\/figure><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-image is-style-default\"><figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_4.png\" alt=\"\" class=\"wp-image-55290\" width=\"540\" height=\"960\" srcset=\"https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_4.png 1080w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_4-768x1365.png 768w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_4-864x1536.png 864w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_4-380x676.png 380w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_4-590x1049.png 590w\" sizes=\"(max-width: 540px) 100vw, 540px\" \/><\/figure><\/div>\n<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Kunden filtern<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Ab der Version 1.0.8 kannst du deine Kundenliste filtern. Klicke dazu einfach auf den &#8220;Filtern&#8221;-Button oberhalb der Liste.<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-image is-style-default\"><figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_ios_5.png\" alt=\"\" class=\"wp-image-55283\" width=\"563\" height=\"1001\" srcset=\"https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_ios_5.png 750w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_ios_5-380x676.png 380w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_ios_5-590x1049.png 590w\" sizes=\"(max-width: 563px) 100vw, 563px\" \/><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-image is-style-default\"><figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_5.png\" alt=\"\" class=\"wp-image-55291\" width=\"540\" height=\"960\" srcset=\"https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_5.png 1080w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_5-768x1365.png 768w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_5-864x1536.png 864w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_5-380x676.png 380w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_5-590x1049.png 590w\" sizes=\"(max-width: 540px) 100vw, 540px\" \/><\/figure><\/div>\n<\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Durch das Klicken auf den &#8220;Filter anwenden&#8221;-Button wird die Kundenliste dementsprechend gefiltert. Um den Filter zu bearbeiten, klicke einfach nochmals auf den &#8220;Filter&#8221;-Button. Wenn du die Filterung aufheben m\u00f6chtest, klicke auf das &#8220;X&#8221; neben &#8220;Filter&#8221;.<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-image is-style-default\"><figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"750\" height=\"1334\" src=\"https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_ios_6.png\" alt=\"\" class=\"wp-image-55284\" srcset=\"https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_ios_6.png 750w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_ios_6-380x676.png 380w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_ios_6-590x1049.png 590w\" sizes=\"(max-width: 750px) 100vw, 750px\" \/><\/figure><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-image is-style-default\"><figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_6.png\" alt=\"\" class=\"wp-image-55292\" width=\"540\" height=\"960\" srcset=\"https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_6.png 1080w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_6-768x1365.png 768w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_6-864x1536.png 864w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_6-380x676.png 380w, https:\/\/ar3dp.de\/wp-content\/uploads\/2020\/08\/3dpcc_app_customers_android_6-590x1049.png 590w\" sizes=\"(max-width: 540px) 100vw, 540px\" \/><\/figure><\/div>\n<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Speicherung der Kundendaten<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Die Kundendaten, sowie alle anderen Einstellungen, werden nur auf deinem lokalen Ger\u00e4t gespeichert. Es erfolgt keine Synchronisation mit einem Drittanbieter. Solltest du LexOffice verwenden, dann sind deine Kundendaten ebenfalls dort gespeichert. Aktuell liest unsere App nur deine LexOffice-Kunden und speichert diese lokal ab.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Kunden von LexOffice importieren<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Wenn du LexOffice verwendest, dann kannst du deine Kunden direkt in die App laden. Wie das funktioniert, erf\u00e4hrst du <a href=\"https:\/\/ar3dp.de\/en\/docs\/3d-druckkosten-kalkulator-app\/synchronisierung\/mit-lexoffice-synchronisieren\/\">hier<\/a>.<\/p>","protected":false},"excerpt":{"rendered":"<p>Erfahre wie du deine Kunden in unserer App anlegen und verwalten kannst.<\/p>","protected":false},"author":1,"featured_media":0,"parent":54964,"menu_order":8,"comment_status":"open","ping_status":"closed","template":"","meta":{"_featured":false,"_is_vendor_doc":"0","footnotes":""},"doc_tag":[724,792],"class_list":["post-55156","docs","type-docs","status-publish","hentry","doc_tag-anlegen","doc_tag-kunde"],"comment_count":0,"_links":{"self":[{"href":"https:\/\/ar3dp.de\/en\/wp-json\/wp\/v2\/docs\/55156","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ar3dp.de\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/ar3dp.de\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/ar3dp.de\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ar3dp.de\/en\/wp-json\/wp\/v2\/comments?post=55156"}],"version-history":[{"count":0,"href":"https:\/\/ar3dp.de\/en\/wp-json\/wp\/v2\/docs\/55156\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/ar3dp.de\/en\/wp-json\/wp\/v2\/docs\/54964"}],"next":[{"title":"Manuelle Druckinformationen angeben","link":"https:\/\/ar3dp.de\/en\/docs\/3d-druckkosten-kalkulator-app\/einrichten-loslegen\/manuelle-druckinformationen-angeben\/","href":"https:\/\/ar3dp.de\/en\/wp-json\/wp\/v2\/docs\/55638"}],"prev":[{"title":"Create service entry","link":"https:\/\/ar3dp.de\/en\/docs\/3d-druckkosten-kalkulator-app\/einrichten-loslegen\/service-eintrag-anlegen\/","href":"https:\/\/ar3dp.de\/en\/wp-json\/wp\/v2\/docs\/55048"}],"wp:attachment":[{"href":"https:\/\/ar3dp.de\/en\/wp-json\/wp\/v2\/media?parent=55156"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/ar3dp.de\/en\/wp-json\/wp\/v2\/doc_tag?post=55156"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}