How to fill in client data

• Code: Every client in Handy must have a unique code. You can use any code you like, whether it’s from your ERP system or a new one you create. Examples: CL0001, MTY005. Codes can include letters and numbers. This field is mandatory.

• Description: The name of your client as you want your sales team to see it. This field is required.

• Address, City, Zip Code, Neighborhood: Full address information, used to guide the salesperson in the field.

• Zone: Zones are used to group clients. You can define them however it makes sense for your business, either by region, municipality, neighborhood, or route. Each client must belong to a single zone. This helps assign clients to salespeople. This field is required.

• Latitude, longitude: Exact coordinates of the client. Handy uses these to ensure visits are made at the correct location.

• Person in Charge: Name of the main contact you should visit.

• Phone Number: Contact number of the person you deal with.

• Email: Email address of the contact.

• Comment: Free text field for any additional notes or information.

• Mobile Client: Handy encourages visits to occur at the client's location to ensure accuracy. If a client requests visits at multiple locations, you can mark this as YES or NO. If marked YES, your salesperson can record visits from any location without restrictions.

• Lead: Use this label for potential clients who are not yet active clients. It helps differentiate between actual clients and leads. Clients created via the mobile app by your salesperson are automatically marked as prospects.

• Price List: Assign a specific price list to each client. You can select and assign the appropriate list here.

• Balance: The amount the client currently owes.

• Credit: Maximum credit allowed for the client.

• Discount: The percentage discount applied to this client's purchases.

• Enabled: If selected, the client is active—your salesperson can visit, sell, and deliver. If not selected, the client is hidden from the salesperson, and no activity can be performed. In Handy, client are never deleted; they are simply disabled.

• Category: Allows you to group clients differently from zones. Useful for scheduling visits or targeting surveys more precisely.

• Tax Data: Supporting information for invoicing. Note that Handy does not generate invoices automatically.

• Billable: Indicates whether the customer client an invoice.

• Creation Date: The date the client was created in Handy. This field is filled automatically.

• Last Update: The date of the last modification to the client record. Automatically filled by the system.

• Created By: The user who created the client in Handy. Automatically recorded.

• Last Updated By: The user who made the last update to the client record. Automatically recorded.

Updated on: 02/10/2026