New Customer Defaults

October 21, 2015 in Order Management

Purpose

This procedure is used to enter the default customer details according to a specific branch.

These details are the mandatory inputs held against a customer. The details entered here are used in Sales Order Entry when a user creates a new customer ‘on the fly’. Refer to Sales Order Entry for more details. It saves the user from having to enter all the required details to establish a customer, and allows them to continue with the taking of the order. The customer details can, of course, be adjusted later so that any changes from the default values used can be made when the user has more time to do so.

Data Input

Step 1 – Branch Code

Branch code

Select the branch code you want to enter or adjust the “default” details for. You should enter details in this function for each branch that will require “quick” customer creation from the Sales Order Entry function. Without these default details set up for a branch, any users marked with that branch as their “default branch” will not be allowed to create customers from Order Entry.

In other words, to activate the ‘New Customer’ facility in sales order entry, this branch code must be set up against the user’s default branch code.
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Step 2 – Customer Default Details

Representative Code

Select the default representative code you want used for the branch you have selected.

Price Level

Select the default price level you want used for the branch you have selected.

Category Code

Select the default category code you want used for the branch you have selected.

Division Code

Select the default division code you want used for the branch you have selected.

Market Segment

Select the default market segment you want used for the branch you have selected.

Client Type

Select the default client type you want used for the branch you have selected.
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