VW Import - Customer

This section looks at imports related to the customer.

This page is being updated and the excel file is being replaced with online information.

The following topics are on this page :

Further Pages for your information :

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What is a customer

Also known as stock holding customer, this is any single account held in the warehouse which will be storing stock belonging to an individual or legal entity or being managed for an individual by a legal entity.

This is used to identify the owner of the stock in the warehouse, and each customer has their own products.

What Customer Imports exist

We can import the following information :

 

Name

Requirements

Notes

Name

Requirements

Notes

Customers

Mandatory

each individual owner of stock in the warehouse required a customer entry.

Customer Contacts

Optional

useful if you want to send electronic information to your customer

If you do not provide this we take the main contact from the customer and create a single record in the contact table.

Customer Charges

Conditional

If you intend to use Vision Invoicing then these are MANDATORY

These have their own section VW Import - Customer Charging

From this list we generate a generic system charge record and then apply this to the customer when they are loaded.

e.g. If you had 100 customers using the same Rental charge then a single system rental charge would be entered and the 100 customers would point to use this single system charge as the basis for all their charging.

This is the most important import and should be considered before the customers are supplied as we need to generate the charging structure prior to importing the customers.

Customer Deferments

Conditional

For an excise or customs approved warehouse these are required.

 


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