Customer Maintenance

You will enter the customers screen either from

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

If you are setting up a customer within Invoicing the fields in yellow above will be white and available for you to enter details into.

Other tabs are covered through the following links

Customer Fields

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

Customer fields explanation

Field	Description / Use / Notes
GRA Fax
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.

Some fields are derived from the fianance system if there is a link, for example

Outstanding debt
Percentage debt
Stock value

Nominal Code Structure

There are five invoice categories where you can add 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
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 VW goods out charges Invoicing goods out charges (which can be configured through the Invoice Admin tab on the menu)
Storage	Rental of space in the warehouse, these charges come from the WMS
Stock Charges	These are charges generated for the customer whilst the stock is in storage at the warehouse e.g. valuation charges, condition reports.
Transport	These are distribution jobs which are sent from Vision Distribution at the completion and delivery of the parcel.
Job	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 centre and department by using a / in between each element.