Manage Customers

Module use to create new BIlling and Shipping Customers

Configure a client to allow deposit movements

Click on the name of the billing client highlighted in blue letters.

Click on the billing client

It displays the customer management page. Please, go to the Accounting tab and set the option Unknown Deposits Client to YES.

Finally, click on the Save button if you want to continue editing your customer or the Save & Close button to close the page.

Create New Customer

It is important to define which type of customer it is being created.

There are two types of customers:

1. Billing Customer: Customer that receives and pays an invoice for the purchase of goods or services.

2. Shipping Customer: Customer or location where the purchased goods are shipped to, known as the "marcación".

Before you create a customers, make 100% sure that the customer does not exist already in the system.

UNOSOF does block to create identical names, but any character change will be allowed.

Create Billing Customers

Step 1) Verify existing customers

Billing clients are always marked in Green.

Go to the Customer List in the Manage Customers module.

Shipping customers are always marked in Yellow.

Step 3) Change necessary parameters

Not every customers has the same Cargo Agency, Market assignment, Sales rep assignment etc. Please verify the following field to modify and save the customer afterwards.

Customer info

Contact Info

Addresses

Accounting

The field Target Percent Modifier is set be divide the value entered by 100. This means, if we want our price modifier be 0,28, we must enter the number 28.

Invoicing

Carges

Cargo Days

Truck Days

Once all the info is set well, save the client.

Step 4) Synch Customers

This process if only necessary if you work with a master server structure that manages multiples RUC's and/or Trading(s).

Synch Master to Farm To synch the customer down to the farms, use the following function.

Synch botton

Synch Master to Trading Its also necessary to synch the customer up to the tradings, this we manage via a different method in a separate synch module.

Go to: System Admin > Synch Data

Hit the link to run the synch script, this shall push the client into the correct trading company.

Synch Data

Step 5) Run Refresh BC and Credit Tables.

Refresh Billing Customer Table and Customer Credit

One a customer is synched to the farms and trading, the Billing Customer Table and the Customer Credit table have to be refreshed. In case you work with a trading company, the process is to FIRST run these functions in the trading company, and then in the master/farm application.

refresh billing and refresh credit

Create Shipping Customers

Step 1) Verify existing customers

Go to View Customers. Billing clients are always marked in Green. Shipping customers are always marked in Yellow.

Before you create a customers, make 100% sure that the customer does not exist already in the system. UNOSOF does block to create identical names, but any character change will be allowed.

Step 2) Copy existing customers

We strongly recommend to use the COPY functions, this will avoid some work and gives less errors. Search for an existing customer that you wish to copy from.

Step 3) Change necessary parameters

Not every customers has the same Cargo Agency, Market assignment, Sales rep assignment etc. Please verify the following field to modify and save the customer afterwards.

Customer info

Contact Info

Addresses

Cargo Days

Truck Days

Once all the info is set well, save the client.

Step 4) Synch Customers

This process if only necessary if you work with a master server structure that manages multiples RUC's and/or Trading(s).

Synch Master to Farm To synch the customer down to the farms, use the following function.

Synch botton

Synch Master to Trading Its also necessary to synch the customer up to the tradings, this we manage via a different method in a separate synch module.

Go to: System Admin > Synch Data

Hit the link to run the synch script, this shall push the client into the correct trading company.

Synch Data

Mass Assign Sales Reps and Collectors to Accounts

Via this module it is possible to mass assign or change, account representatives assignments to customers.

Mass change sales reps

Please use the filters to shrink the list and work more accurate. In case a rep leaves and another one takes over the accounts, simply select the previous person and mass assign all the accounts to the new one via the mass assignment tool. If you filter credit more than 0>, you filter out all the Billing clients to assign. If you filter all, you can see also all the shipping customers.

mass assign account representatives to cutomers

The assignment of salesreps, can be reported via the module Sales Reports. In there, you can filter all the sales data by the assignment of Billing Customers, Shipping Customers of PO Data.

Sales Reports

PO data

Refers to whoever created the PO or to who is the PO assigned to.

Purchase Order Header

Billing Customer Data / Shipping Customer Data

This information comes from the assignment of Sales Reps in the Manage Customers form.

Customer form

Mass Change Customer Accounting

Its possible to change the customer status for Shipping- and Billing Clients via the following page: Mass Change customer Accounting.

Active status customer management