www.tres.pl - Baza wiedzy Trawers ERP - Spis treści
Customer Ship-To addresses 1. General description 2. Collected information 3. Address record shows a ship-to address 4. Customer's contact prices for different addresses 5. Summaries 6. How to quickly add a ship-to address ? 1. General description The Customer Ship-To is an additional file attached to the Customer Master. A customer may have multiple addresses, usually for different localizations, roles and business purposes. The number of addresses which can be associated with a customer is unlimited. Types of roles of addresses: * Ship-To address * invoice payer address * address for default notices * address for sending marketing materials etc. Currently Trawers supports Ship-To addresses. In future releases it will be possible to specify other roles. 2. Collected information The address record contains the following fields: Symbol e.g. AD0001 Name e.g. New Patent Product Ltd Telephone and address e.g. PL 81-370 Gdynia ul. Morska 1, +48 399 699 999 Sales representative e.g. 000012. The symbol is read from the table of sales representatives (employee records) or entered manually. This field is for information purposes only. It is not used for calculating commissions. Transportation terms e.g. FOB, CIF Delivery location Some transportation terms require specified delivery location, e.g. FOB, which requires named port of shipment. Transportation terms and location can be included in the sales document printout. Transport route e.g. GDWELE Gdynia - Wejherowo - Lebork Used if we want to prepare shipment according to transport routes Ship-To (T/N) If = T, the address can be used for the shipping of items. Marketing (T/N) The address is used for marketing purposes. 3. Address record shows a ship-to address The address for the shipping of items can be specified in the Ship-To field in the header of warehouse issue and sales documents. After specifying the customer symbol, a list of addresses will be displayed. When there is only one address, it will be suggested automatically. When there are two or more, they can be selected from a choice list (F2). The choice list will contain the addresses with the parameter T in the Ship-To field. In this manner we can specify a ship-to address which is different from customer's seat address. 4. Customer's contact prices for different addresses It is possible to create different price lists: default price list for the customer and special price list for a particular ship-to address. This can be useful when a company has multiple divisions branch offices across the country. One item can have a different price for each division. 5. Summaries In summaries created according to sales orders and warehouse issue documents, it is possible to specify ship-to addresses. This will answer the following questions: * Where should the ordered items be sent ? * Where did we send the warehouse issue documents, such as - processing orders with a specified Ship-To address - dispatch notes with a specified Ship-To address 6. How to quickly add a Ship-To address ? When preparing a document, go to the choice list <F2> of customers, display a Customer Master entry <F10>, select the Contact Persons and Addresses--> Customer Addresses tabs and add <F8> a new Ship-To address. When the customer's first Ship-To address is being added, the program will suggest the main seat address from the customer master entry.
www.tres.pl - Baza wiedzy Trawers ERP - Spis treści