This article gives an overview of how to use Assist and Duett together effectively. We cover the key limitations that affect the transfer of customer information, such as VAT flagging and addresses, and give practical tips on making sure data transfers correctly and stays under control in Duett.
Limitations when customers are created automatically
Duett has a few limitations that you need to be aware of when creating customers automatically from Assist. Here is a list of what to watch out for.
Customer number
Duett has fixed rules for customer numbers. By default a customer number must be between 10 000 and 99 999.
When Assist creates customers in Duett, the customer numbers must fall within the permitted range. If they do not, this error message appears when you run an export containing a customer with an invalid customer number:
"Customer number: nnnn is outside defined range."
How to fix the error:
Find the order for that customer.
Click "Open for editing".
Find the customer on the order by clicking the link under the name "Contact: xx", and change the customer number to one within the permitted range (10 000-99 999).
Click "Ready for posting".
Important:
Remember to reopen the order before you save. A closed order stores all its information as a snapshot, including the customer number. For the new customer number to be picked up, you have to reopen the order and post it again.
Foreign customers
Duett has a limitation when foreign companies are transferred from Assist to Duett, because the system cannot register foreign company registration numbers. Duett only allows Norwegian registration numbers and validates them.
All business customers are flagged as liable for VAT
When we create new business customers in Duett via Assist, every customer with a company registration number is automatically flagged as liable for VAT. This is because Assist has no way of verifying a customer's VAT status at registration.
If you would rather control the VAT flagging yourself, you can switch off the automatic creation of new customers in Assist.
How to turn off automatic customer creation on export from Assist
If you want full control by creating customers manually yourself, follow these steps to turn off automatic creation of customers in Duett from Assist.
Go to Settings → Integrations.
Click Edit next to the Duett integration.
Untick Create customers that do not exist during export.
Click Save to confirm the changes.
The invoice address from Assist becomes the postal address in Duett
Because of limitations in Duett's API, invoice addresses from Assist cannot be transferred directly to Duett. Where no invoice address is registered in Duett, the postal address is used as the invoice address. That is worth knowing if you expect the invoice to go to a specific address.
For more information on configuring these settings in Duett, please contact our support team.