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:

SEQUENCEMASTER FILEDESCRIPTION

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

3Shipping ZonesIdentifies 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:

FIELDDESCRIPTIONDATA TYPEMAX LENGTHCAN ADDCAN EDITCOMPULSORY

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:

FIELDDESCRIPTIONDATA TYPEMAX LENGTHCAN ADDCAN EDITCOMPULSORY

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 ZoneThis 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
String15YesYesNo

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:

FIELDDESCRIPTIONDATA TYPEMAX LENGTHCAN ADDCAN EDITCOMPULSORY

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

String50YesYesNo

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

30YesYesNo

State

This is to identify the state of the customer address

String

30YesYesNo

Postal Code

This is to identify the postal code of the customer address

String

30YesYesNo

Country

This is to identify the country of the customer address

String

30YesYesNo

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:

FIELDDESCRIPTIONDATA TYPEMAX LENGTHCAN ADDCAN EDITCOMPULSORY

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