---
title: "Preliminary configuration"
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-customers/preliminary-configuration/index.md
lastmod: 2026-02-19
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-customers/preliminary-configuration/llms.txt


# Preliminary configuration

Last modified February 19, 2026



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[View this page](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-customers/preliminary-configuration/)


## In this section


- [About preliminary configuration](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-customers/preliminary-configuration/about-preliminary-configuration/index.md): You need to perform the following steps before you start setting up customer accounts:

- [Visma Net entities needed for customer account setup](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-customers/preliminary-configuration/visma-net-entities-needed-for-customer-account-setup/index.md): Before you start setting up customer accounts in Visma Net, you need to configure the entities that will ease the processes of customer account creation and…

- [About customer classes](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-customers/preliminary-configuration/about-customer-classes/index.md): A customer class groups customers that have similar characteristics.

- [About adjusting customer ledger preferences](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-customers/preliminary-configuration/about-adjusting-customer-ledger-preferences/index.md): Initial configuration of the Customer ledger workspace was performed during implementation.

- [Add customer locations](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-customers/preliminary-configuration/add-customer-locations/index.md): Go to the Customer locations (CR303010) window. Click to select the customer you want to add a location for. The main location defined in the Customers window…