TABLE OF CONTENTS
Master files need to be created before user can create purchase order or customer order. The master files required to be setup are as follows in the following order:
| SEQUENCE | MASTER FILE | DESCRIPTION |
|---|---|---|
1 | Vendors | Identifies the vendor who supplies the raw materials to the warehouse |
2 | Customers | Identifies the customer to whom the items are sold and shipped to |
| 3 | Shipping Zones | Identifies the shipping zone for the customer order |
Vendors
The Vendors List contains the collection of all vendors. Vendor is required in purchase order. The fields in the Vendors settings are:
| FIELD | DESCRIPTION | DATA TYPE | MAX LENGTH | CAN ADD | CAN EDIT | COMPULSORY |
|---|---|---|---|---|---|---|
Vendor Code | The designated code given to the vendor. This code is often used in drop-down lists or when scanning a barcode. | String | 30 | Yes | No | Yes |
Vendor Name | This is the full name of the vendor given the above code. This name does not show during transactions. | String | 100 | Yes | Yes | Yes |
Active | This checkbox defines if the vendor is still active. If unchecked, the system will not provide the vendor code in the drop-down list. | Boolean: 0 – Inactive 1 – Active | NA | Yes | Yes, if the vendor is not use in any open/released/pending transactions | Yes Default: Active |
Customers
The Customers List contains the collection of customers. Customer is required in customer order. The fields in the Customers settings are:
| FIELD | DESCRIPTION | DATA TYPE | MAX LENGTH | CAN ADD | CAN EDIT | COMPULSORY |
|---|---|---|---|---|---|---|
Customer Code | The designated code given to the customer. This code is often used in drop-down lists or when scanning a barcode. | String | 30 | Yes | No | Yes |
Customer Name | This is the full name of the customer given the above code. This name does not show during transactions. | String | 100 | Yes | Yes | Yes |
| Default Shipping Zone | This is to identify the default shipping zone which will be auto filled up in the customer order for the customer. Must exist in Shipping Zones master | String | 15 | Yes | Yes | No |
Active | This checkbox defines if the customer is still active. If unchecked, the system will not provide the customer code in the drop-down list. | Boolean: 0 – Inactive 1 – Active | NA | Yes | Yes, if the customer is not use in any open/released/pending transactions | Yes Default: Active |
Customer Address
The Customer Address can be manage in the system under View Customer page. Multiple addresses can be saved for each customer and can be select when create customer order. The fields in the Customer Address settings are:
| FIELD | DESCRIPTION | DATA TYPE | MAX LENGTH | CAN ADD | CAN EDIT | COMPULSORY |
|---|---|---|---|---|---|---|
Address 1 | This is to identify the address line 1 of the customer address | String | 50 | Yes | Yes | No |
| Address 2 | This is to identify the address line 2 of the customer address | String | 50 | Yes | Yes | No |
Address 3 | This is to identify the address line 3 of the customer address | String | 50 | Yes | Yes | No |
City | This is to identify the city of the customer address | String | 30 | Yes | Yes | No |
State | This is to identify the state of the customer address | String | 30 | Yes | Yes | No |
Postal Code | This is to identify the postal code of the customer address | String | 30 | Yes | Yes | No |
Country | This is to identify the country of the customer address | String | 30 | Yes | Yes | No |
Shipping Zones
The Shipping Zones List contains the collection of customers shipping zone. Shipping zone can be identify for each customer order and can use it to group the order with same shipping zone into same pick list. The ranking of the shipping zones can use as the sequence to load and ship. User can set the rank in descending order based on the shipping route. The fields in the Shipping Zones settings are:
| FIELD | DESCRIPTION | DATA TYPE | MAX LENGTH | CAN ADD | CAN EDIT | COMPULSORY |
|---|---|---|---|---|---|---|
Shipping Zone | Identify the shipping zone code. | String | 15 | Yes | No | Yes |
Description | Description of the shipping zone. | String | 30 | Yes | Yes | No |
Active | This checkbox defines if the shipping zone is still active. If unchecked, the system will not provide the shipping zone in the drop-down list. | Boolean: 0 – Inactive 1 – Active | NA | Yes | Yes | Yes Default: Active |