Customer
As this data is coming from the external system such as Vision Warehousing, there is no creation or maintenance form provided in the normal menu, to access this functionality you need to use the navigation menu
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Most of the information is not editable. If you require to change anything, then this would be carried out within the Warehousing application.
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Contact Information
The information is mainly read only in this form with the exception of the email address which can be changed.
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Changes made here will not be replicated back to warehousing.
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Additional Information
Information on this tab can not be updated.
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Customer Defaults
Main Options
Field | Use Notes |
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Has Delivery Point Pricing | If this is selected then the customer will use the special delivery point pricing option. Further details are here Delivery Point Pricing. |
Get Service Code from CIS | No longer in use. |
Fuel Surcharge | Set the specific fuel surcharge for the customer, this charge is applicable to the delivery element of the charge and not the additional charges. |
Override Charge Band | This allows you to over ride a specific charge band to an alternative charge band. This is old functionality and we would suggest you look at Customer Charge Band before using this option. If you are using this for a delivery service such as “HOME” delivery to use “HOME1” charges. |
POD Email | Email address used when sending a Proof Of Delivery. |
Pallet Options
Field | Use Notes |
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Has Pallet Pricing | Consider this as “Uses” pallet pricing. If the depot has this configured and the consignment is deemed to be within the pallet pricing definition then it will only use pallet pricing if the customer is enabled here to utilise that pricing matrix. |
Is Part Pallet Charging | Will this customer be allowed the discounts for half and quarter pallets in the charging, this is applicable only for orders of less than one full pallet. |
Pallet Options - Overrides
This will override ALL Delivery areas and they will all use the calculation below.
Field | Use Notes |
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Pallet Discounts | If you want this customer to receive part pallet discounts different to the standard for the delivery area then you set this here, it applies to all delivery areas. |
Use Pallet Delivery Depot from | If you want this customer to switch to pallet depot option at a different Invoice Case number to the one on the delivery area. This applies to all delivery areas. |
Use Pallet Charge band from | If you want this customer to switch to pallet charging rate at a different Invoice Case number to the one on the delivery area. This applies to all delivery areas. |
External Carriers
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Field | Use Notes |
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Repack | Â |
SMS Ext Carrier Tracking | Â |
Repack SPC | Â |
Customer Defaults |
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Additional Charges
Automated Charges
This is where you can override automated charges for the customer, by marking as not applicable or you can modify the standard charge to something specific you have agreed with the customer.
These charges are defined in the Depot setup.
User Defined Charges
These will override the standard charges which are manually added to a delivery, if you have agreed a rate with your customer which is DIFFERENT to the standard rate then you can override it here.
In addition you can make this charge no applicable for the customer.
e.g. You want to charge a same day delivery charge but this customer has an arrangement to allow this but not pay for it.
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