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Maintenance - Create Customer
Navigation - Customer search
in this area you can maintain the customer information, the nominal codes they will use, access historical and outstanding invoices along with setting up any additional goods outwards charges, when you first enter you will see a screen similar to the one below
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Within this form you can view a considerable amount of linked data from the Vision Warehousing system customer details and you are able to maintain details only stored within the invoicing system such as nominal codes, invoice admin, goods outward charges.
The fields are mainly read only and are indicated by the yellow background.
On this page
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Other tabs can be viewed through these links
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You are able to setup a pure invoicing only customer, if you are doing this setup then the fields in yellow above will be white and available for you to enter details into.
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Customer
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Details
Most of the fields shown are self explanatory and do not need information in this section so only those fields which require explanation are shown on the listing below
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Field | Description / Use / Notes |
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GRA Fax | This field is not in use |
Allow Invoice Setup Check | This will allow this account to be checked for setup in the invoice checks which are found in the Reports menu within invoicing. |
GDPR | You can mark an account with the different options within the GDPR system allowing privacy for customers as it will hide or completely remove the customers address. |
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Some fields are derived from the fianance system if there is a link, for example
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Outstanding debt
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Percentage debt
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Nominal Code Structure
There are five invoice categories where you can
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set to assign to a nominal code, if you do not add the nominal code then the customer will show the RED warning marker if you try to generate invoices for the customer.
The invoice categories are.
Invoice Category | Description |
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Goods In | Commonly known as RHD, charges from the WMS for goods arriving into the warehouse to the customers stock. |
Goods Out | There charges are generated from two places. |
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Storage | Rental of space in the warehouse, these charges come from the |
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Warehousing system. | |
Stock Charges | These are charges generated for the customer whilst the stock is in storage at the warehouse e.g. valuation charges, condition reports, pallets etc. Anything not covered in other invoices is generally in the Stock Charges. |
Transport | These are distribution |
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charges which are sent from Vision Distribution at the completion |
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of the |
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delivery. |
Job |
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Individually entered job invoices which are manually added to the invoicing system. |
You can set the invoice nominal to be a straight nominal however we also support the use of splitting into cost
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center's and
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department’s by using a / in-between each element.