Customers: Difference between revisions

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(Updated from Admin v3.3.0.1)
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This screen give you the ability to select the Customer id and then view and edit the details such as the Name and Address etc. Through this screen you can drill through to any Jobs for that customer.
This screen allows the users to maintain the Customers within the system.


{{Note}} Typically, this data is part of the data imported into the system from external TMS system (for example ''CALIDUS'' TMS) and would not require any further maintenance. It can be created as static data, and also created as the jobs are received from the external systems. However, ''CALIDUS'' ePOD/eSERV is being run as a stand-alone system, this screen can be used.
{{Note}} Typically, this static data is part of the data imported into the system from external ERP or TMS system (for example ''CALIDUS'' TMS) and would not require any further maintenance. However, if the external system does not pass this information in, or ''CALIDUS'' ePOD/eSERV is being run as a stand-alone system, this screen can be used.  




The data can be selected/filtered through:
This page provides functionality to View, Create and Edit customers.
 
The screen allows users to filter data by:
* Customer Code
* Customer Code
* Customer Name
* Customer Name
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* Contact Name
* Contact Name


[[File:EPOD-Customers1.PNG|600px|border]]
Once the filter information is entered and the '''Search''' button is pressed, all matching customers are displayed in a table below.
 
[[File:EPOD-Customers1.PNG|600px|border]]  
<br />''Customers Search Panel and Results table''<br />
 
Alternatively, clicking '''Create Excel Spreadsheet''' will export the customers data - functionality differs per browser used to access the Admin system, the likely result being that the resulting file will be offered for download.
 
A single line is displayed per Customer found.
 
<!-- Each column can be sorted by clicking on the column header - clicking again will reverse the sort sequence.
-->
Details shown are:
* Code - the customer code i.e. the account code.
* Name - the name of this customer.
* Contact - a contact at this address for this customer.
* Address - the address.
* Telephone - any telephone numbers.
* Email - any email addresses.
 
 
Jobs that have been created for the customers can be viewed by clicking on the '''Jobs''' button against the line in the table. The [[Jobs]] screen will be displayed, showing all jobs for that customer.
 
 
== Uploading Customers ==
The screen allows customers to be uploaded through a spreadsheet template file. This can be obtained by clicking the '''Obtain Upload Template''' button - results differ per browser used to access the Admin system, the likely result being that the template will be offered for download.
 
Customer data may then be entered into the template and saved, external to the application. Alternatively, this template may be generated from an external system. Regardless, this data may then be uploaded into the system by selecting the file (using the '''Choose File''' selector on the screen), then clicking '''Upload Excel Spreadsheet'''
 
The success or failure of the upload will be indicated in a message on the button panel at the top of the screen and detailed results may be downloaded using the provided '''Download Results Spreadsheet''' button.
 
 
== New Customers ==
The screen allows new customers to be created, by pressing the provided '''New''' button at the top of the screen.
 
[[File:EPOD-Customers4.PNG|600px|border]]
<br />''New Customer Pop-up''<br />
 
The following details may be entered:
* Customer Code - the customer code i.e. the account code.
* Customer Name - the name of this customer.
* Contact - a contact at this address for this customer.
* Address 1-5 - the address lines.
* Postcode - the postcode.
* Telephone - multiple telephone numbers.
* Email - any email addresses, separated by the mail server's separation character.
* Latitude/Logitude - The Latitude and Longitude of the address, in degrees.
 
 
A '''Save''' button is provided to save the entered data. Clicking '''Close''' will discard the new customer.
 


Click the '''Search''' button to display the matching customers in a grid:
== View/Edit Customers ==
The Customers can be viewed and edited by clicking the '''Select''' button against the line in the table. The screen will display a pop-up showing all the details of the customer.


[[File:EPOD-Customers2.PNG|600px|border]]
[[File:EPOD-Customers3.PNG|600px|border]]  
<br />''View/Edit Customer Pop-up''<br />


The customer may be edited by clicking the provided '''Edit''' button.


The customer can be amended here by clicking the '''Select''' then '''Edit''' buttons.


Customer records can also be entered manually e.g. customer name and address, and email address for the customer to receive electronic delivery notes, by clicking the '''New''' button.
The following fields may be edited here:
* Customer Name - the name of this customer.
* Contact - a contact at this address for this customer.
* Address 1-5 - the address lines.
* Postcode - the postcode.
* Telephone - multiple telephone numbers.
* Email - any email addresses, separated by the mail server's separation character.
* Latitude/Logitude - The Latitude and Longitude of the address, in degrees.  


[[File:EPOD-Customers3.PNG|600px|border]]
A '''Save''' button is provided to save the edited values.


Customers may be deleted if they are not in use on any jobs, by clicking '''Select''' then '''Delete'''.
A '''Delete''' button is provided to delete the customer.


Changes may be discarded by clicking the '''Close''' or '''Cancel''' buttons.


The Jobs associated to a customer can be viewed by clicking the ''View Jobs'' link against the customer line in the grid. When clicked, the system will display the Job Details screen, showing only jobs that are for that customer.


[[Category:UG 291094 EPOD Admin User Guide|300_150]]
[[Category:UG 291094 EPOD Admin User Guide|300_150]]

Revision as of 16:00, 14 July 2016

This screen allows the users to maintain the Customers within the system.

Note Note: Typically, this static data is part of the data imported into the system from external ERP or TMS system (for example CALIDUS TMS) and would not require any further maintenance. However, if the external system does not pass this information in, or CALIDUS ePOD/eSERV is being run as a stand-alone system, this screen can be used.


This page provides functionality to View, Create and Edit customers.

The screen allows users to filter data by:

  • Customer Code
  • Customer Name
  • Postcode
  • Contact Name

Once the filter information is entered and the Search button is pressed, all matching customers are displayed in a table below.

EPOD-Customers1.PNG
Customers Search Panel and Results table

Alternatively, clicking Create Excel Spreadsheet will export the customers data - functionality differs per browser used to access the Admin system, the likely result being that the resulting file will be offered for download.

A single line is displayed per Customer found.

Details shown are:

  • Code - the customer code i.e. the account code.
  • Name - the name of this customer.
  • Contact - a contact at this address for this customer.
  • Address - the address.
  • Telephone - any telephone numbers.
  • Email - any email addresses.


Jobs that have been created for the customers can be viewed by clicking on the Jobs button against the line in the table. The Jobs screen will be displayed, showing all jobs for that customer.


Uploading Customers

The screen allows customers to be uploaded through a spreadsheet template file. This can be obtained by clicking the Obtain Upload Template button - results differ per browser used to access the Admin system, the likely result being that the template will be offered for download.

Customer data may then be entered into the template and saved, external to the application. Alternatively, this template may be generated from an external system. Regardless, this data may then be uploaded into the system by selecting the file (using the Choose File selector on the screen), then clicking Upload Excel Spreadsheet

The success or failure of the upload will be indicated in a message on the button panel at the top of the screen and detailed results may be downloaded using the provided Download Results Spreadsheet button.


New Customers

The screen allows new customers to be created, by pressing the provided New button at the top of the screen.

EPOD-Customers4.PNG
New Customer Pop-up

The following details may be entered:

  • Customer Code - the customer code i.e. the account code.
  • Customer Name - the name of this customer.
  • Contact - a contact at this address for this customer.
  • Address 1-5 - the address lines.
  • Postcode - the postcode.
  • Telephone - multiple telephone numbers.
  • Email - any email addresses, separated by the mail server's separation character.
  • Latitude/Logitude - The Latitude and Longitude of the address, in degrees.


A Save button is provided to save the entered data. Clicking Close will discard the new customer.


View/Edit Customers

The Customers can be viewed and edited by clicking the Select button against the line in the table. The screen will display a pop-up showing all the details of the customer.

EPOD-Customers3.PNG
View/Edit Customer Pop-up

The customer may be edited by clicking the provided Edit button.


The following fields may be edited here:

  • Customer Name - the name of this customer.
  • Contact - a contact at this address for this customer.
  • Address 1-5 - the address lines.
  • Postcode - the postcode.
  • Telephone - multiple telephone numbers.
  • Email - any email addresses, separated by the mail server's separation character.
  • Latitude/Logitude - The Latitude and Longitude of the address, in degrees.

A Save button is provided to save the edited values.

A Delete button is provided to delete the customer.

Changes may be discarded by clicking the Close or Cancel buttons.

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