In business life, everyone has some kind of relationship with corporates, which are neither their customers nor suppliers.
In Minerva, you can keep the records of these corporates.
You can keep the records of communication information, corporate information, as detailed as you can keep in customer and supplier cards.
Note: You can also create new corporates under "New Corporate" menu item, which have been added to module menu in order to ensure quick access for users.
If you are creating new corporates frequently, you can add "New Corporate" menu item to your favorites ( My Menu ).
Creating Contact Individuals and Institutions
You can start creating a contact person or corporate by pressing on one of the following buttons.
New Corporate: Records created by pressing this button will be listed under Institutions .
New Person: Records created by pressing this button will be listed under Contact Persons .
Creating Contact People and Institutions by Selecting from Central Cards
For this you have to press on "Central Cards" button.
If you have pressed on "New Corporate" button, business partners with type " C - Corporate " will be listed.
If you have pressed on "New Person" button, business partners with type " P - Person " will be listed.
Date of Establishment: You can keep this record under "Corporate" tab -> "General" tab.
Company Shareholders: You can keep company shareholders' information such as share percentage, etc. under "Corporate" tab -> "Company Shareholders" tab.
Personal Information
Under "Personal" tab, you can record following information in a very detailed way.
Profession: You can keep this record under "Personal" tab -> "General" tab.
Marital Status: You can keep this record under "Personal" tab -> "General" tab.
Educational Status: You can keep this record under "Personal" tab -> "General" tab.
Identity Information: You can keep identity related records under "Personal" tab -> "Identity" tab.
Physical Information: You can keep physical appearance related records under "Personal" tab -> "Identity" tab.
Military Service Information: You can keep military service related records under "Personal" tab -> "Identity" tab.
Contact Person and Corporate Organization Structure
In Minerva, all the addresses and branches ( for "Kurumlar" only ), are defined under "Organizational" tab -> "Organization" tab of the contact person / corporate.
Defining Addresses for "Institutions"
You can define multiple addresses - such as invoice address, shipment address, etc. under "Organizational" tab -> "Organization" tab.
If you have not defined an address under "Communication" tab, you can do it here, by pressing on the "[Headquarter]" record.Any change made in this record will update the address under "Communication" tab.
If you want to define more addresses; after you have pressed on the "[Headquarter]" record, you have to press on "New" button on "Address Bank Organization Account Information" screen and then select an Address Type from the combo box.
Defining Businesses for "Institutions"
You can define business units (branches) to reflect the organizational structure of the contact corporate.
For this, you have to press on "New" button under "Organizational" tab -> "Organization" tab. Here you can define multiple business units of the contact corporate.
Defining Addresses for "Persons"
You can define multiple addresses - such as invoice address, home address, etc. under "Organizational" tab -> "Organization" tab.
If you have not defined an address under "Communication" tab, you can do it here, by pressing on the "Legal Address" record. Any change made in this record will update the address under "Communication" tab.
If you want to define more addresses; you have to press on "New" button under "Organizational" tab -> "Organization" tab and then select an Address Type from the combo box.
Determining Contact Persons for "Institutions"
You can determine contact persons under "Organizational" tab -> "Contacts" tab.
After you have selected a "Partner" or "Contact Person" from the window, you can select a "Relation Type" ( -> CPR - Contact Person ) from the combo box.
Determining Relations for "Persons"
You can determine persons and / or corporates related with this "Person" under "Organizational" tab -> "Relations" tab.
After you have selected a "Partner" or "Contact Person" from the window, you can select a "Relation Type" ( -> CPR - Contact Person ) from the combo box.