Customer Details

Owned by Alan Gilchrist
Last updated: Apr 03, 2024 by Sarah Jackson
3 min read

This tab contains general information about the Customer

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The majority of the fields on this page are self explanatory and do not warrant need for detailled explanantion however the following fields are explained further below

GDPR options

When an accounts is marked as “Individual” there are then available GDPR options.

If you set the GDPR option there is no way to reverse it.

  • Anonymous - Personal information (GDPR) will onlly be shown to WMS users who are authorised to view it, if you are not then you can not see the personal information.

    • Will not show on reports or extracts

    • You can change these settings in the user logon setup.

  • Forgotten - As long as there are no outstanding transactions, this will modify the entries in the fields and change them to “GDPR Removed”

Use of GDPR

There is a legal requirement to verify PII for Individuals, we have added two options to help you with this both of which record when and who initiated the actions.

  • Send Check to me - Sending yourself the information to have checked by the individual

  • PII is correct - You have verified the information from the customer and it is correct.

Other Group Fields

Field Name

Field Notes

Field Name

Field Notes

VAT number

Also known as sales tax registration number

Enter the number of the customer, do not put the country code onto the beginning of the number as this is picked up from the Country code field.

If the customer does not have a VAT number then this should be left blank.

If the warehouse transfer stock from customer to customer, where the VAT numbers are the same the system will not double charge for the rental but will start the new stock at the beginning of the next storage period.

Default Location

Used to assist with the booking in of goods and also used for intra warehouse transfer orders and a decision as to whether the stock needs to be moved.

Enter the full name of the warehouse or use F11 to select from the list.

Default Currency

Used to default the currency when using the create product screen

Enter the 3 digit code or use F11 to select from the list

Ordering Password

Useful for private customers, added to help protect their stock and orders. When they place an order the password needs to be entered. Tries to ensure that no unscrupulous persons order the stock

Declarant

This field is on the wrong tab and is due to be moved to bond

A person or organisation (the principal) may appoint an agent to act on their behalf, provided the agent is established within the customs territory of the UK

Types of representation

There are 3 types of representation. They are:

  • Declarant - where the warehouse keeper is the declarant and the stock owner, for CDS declaration EORI we send through a null field

  • direct representation, where the representative acts in the principal’s name - using code 2 in box 14 of the customs declaration, for CDS declaration EORI we use the deferment customers EORI

  • indirect representation, where the representative acts in their own name but on behalf of the principal - using code 3 in box 14 of the customs declaration, for CDS declaration EORI we use the site EORI

HMRC Further Reading

MISC Options

 

Delivery Point Order Invoicing - is an optional module which allows the generation of an invoice following delivery to the delivery point customer and an extract for the stock holding customer.

Other Tabs

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