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titleDistribution
This tab is used to allow you to specify which emails that will be sent to the Customer from e-Pod (if you have this module) when they have deliveries

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  • Transport Master Account

    • This is an additional module which you can activate within the system, it allows charges for this account to be invoiced to a master account, to allow a single consolidated charge invoice to be produced.

Info

Transport Master
Please note that this is can not be chained

e.g. Account A →  Account B   Account B →  Account C  Account C →  Account X  
You need to setup   Account A → Account X     Account B → Account X    Account C → Account X

  • The External Carrier will need to be filled in if you would use this customer for an Order that will be using an External Carrier

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titleForecast

This tab is used is to record any figures that you have agreed with the Client for the next 12 months. It also allows you to compare with the current and last 12 months

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  • In the Forecast section, this is where you enter the figures that you have agreed with your customers to aim for the 12 months. 

  • In the Actual Section - this is where you can retrieve the Actual Figures for the Customer.

    • Clicking on the Update button will pull through the figures

Note

A case12 is based on there being 12 Singles Per Case. Therefore even if Products for this Customer are not set up as 12 SPC it will still calculate as if it were.

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titleAudit

This tab is used to audit all users that have viewed or updated the Customer PII details

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The reason the update happened.

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You can view all the other customer maintenance tabs by selecting a link from the menu below :

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rootCustomer Maintenance