Customers - Revision history

Anw: Minor formatting change

2025-09-04T09:13:27Z

Minor formatting change

Anw: Updated parameters

2025-09-04T09:03:44Z

Updated parameters

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-===Charges Tab===
+===Params Tab===
 ==== Order Header Contract ====
 This is to be used in conjunction with the DU Type Contract Charges parameter. If the DU Type Contract charges flag is set, this indicates that the customer contract is defined with line level tariffs. The parameter means that a customer may also apply a charge based on the order header, in addition to line level tariffs.
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 The 'POD document available' flag should be checked only if the POD documents are to be stored in TOKAIRO for this customer.
 === EPOD Params Tab ===
 Here you can set whether jobs for this customer should be sent to C-ePOD.
 === TTM Params Tab ===
-'''''LOTS Owner - '''''This is the Owner (Usually the Unison WMS Owner) for the Live order Tracking System and if set against the Customer, will send any orders created in the database to the LOTS (Portal TTM) system.
 You should also check the messages that should be sent for orders for this customer.
 === Document Output Tab ===
-This tab can be used to specify documents such as label format (Zebra or PDF), supporting document format and indicating whether the full address should be used.
+This tab can be used to specify documents such as
-The label format determines which label is generated for customer orders from the orders screen. This command only controls the labels on the C-TMS and not those generated on the Portal.
+The Label Format determines which label is generated for customer orders from the orders screen. This command only controls the labels on the C-TMS and not those generated on the Portal.

Anw: Added details of customer tabs

2024-06-05T10:50:53Z

Added details of customer tabs

← Older revision		Revision as of 12:50, 5 June 2024
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	====POD Document Available====		====POD Document Available====
	The 'POD document available' flag should be checked only if the POD documents are to be stored in TOKAIRO for this customer.		The 'POD document available' flag should be checked only if the POD documents are to be stored in TOKAIRO for this customer.


			=== EPOD Params Tab ===
			Here you can set whether jobs for this customer should be sent to C-ePOD.


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	=== Security Charges ===		=== Security Charges Tab ===
	This is applied to the order revenue to generate a security charge. In addition to defining a percentage, you may indicate the effective date and a minimum charge. When an invoice is generated for the customer, the total security charges will be totalled. If the total for the security charges are less than the minimum amount, an additional payment is created to top up the security charges to the minimum amount.		This is applied to the order revenue to generate a security charge. In addition to defining a percentage, you may indicate the effective date and a minimum charge. When an invoice is generated for the customer, the total security charges will be totalled. If the total for the security charges are less than the minimum amount, an additional payment is created to top up the security charges to the minimum amount.


			=== Additional Text Tab ===
			5 additional multi-purpose text fields are supplied for capturing any data important to store against the customer record.

			Note that this is typically used for additional data interfaced from external system, but can be edited and maintained here.

Anw: Merged from training document

2024-06-05T10:07:38Z

Merged from training document

← Older revision		Revision as of 12:07, 5 June 2024
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	===Parameters Tab===		===Parameters Tab===
	====Consolidate Orders====		==== Order Header Contract ====
			This is to be used in conjunction with the DU Type Contract Charges parameter. If the DU Type Contract charges flag is set, this indicates that the customer contract is defined with line level tariffs. The parameter means that a customer may also apply a charge based on the order header, in addition to line level tariffs.

			==== Consolidate Orders====
	The 'Consolidate Order' flag should be checked when the customer orders needs to be consolidated for charge benefits. See the Consolidation section below for more details.		The 'Consolidate Order' flag should be checked when the customer orders needs to be consolidated for charge benefits. See the Consolidation section below for more details.


	====POD Document Available====		====POD Document Available====
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	=== TTM Params ===		=== TTM Params Tab ===
	'''''LOTS Owner - '''''This is the Owner (Usually the Unison WMS Owner) for the Live order Tracking System and if set against the Customer, will send any orders created in the database to the LOTS (Portal TTM) system.		'''''LOTS Owner - '''''This is the Owner (Usually the Unison WMS Owner) for the Live order Tracking System and if set against the Customer, will send any orders created in the database to the LOTS (Portal TTM) system.

	You should also check the messages that should be sent for orders for this customer.		You should also check the messages that should be sent for orders for this customer.


			=== Document Output Tab ===
			This tab can be used to specify documents such as label format (Zebra or PDF), supporting document format and indicating whether the full address should be used.

			The label format determines which label is generated for customer orders from the orders screen. This command only controls the labels on the C-TMS and not those generated on the Portal.


			=== Security Charges ===
			This is applied to the order revenue to generate a security charge. In addition to defining a percentage, you may indicate the effective date and a minimum charge. When an invoice is generated for the customer, the total security charges will be totalled. If the total for the security charges are less than the minimum amount, an additional payment is created to top up the security charges to the minimum amount.

Anw: Minor formatting change

2024-06-04T11:21:47Z

Minor formatting change

← Older revision		Revision as of 13:21, 4 June 2024
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	'''''Fuel Charge% - '''''Enter a percentage if a payment is to be added to an order in addition to that of the contract found against the Customer. {{Note}} The active checkbox must be selected if using this function rather than the 'Fuel Char' to the right of the form. In order for this checkbox to be editable then a system parameter (MINIMUM_COLLECTION) needs to be set to 'N'		'''''Fuel Charge% - '''''Enter a percentage if a payment is to be added to an order in addition to that of the contract found against the Customer. {{Note}} The active checkbox must be selected if using this function rather than the 'Fuel Char' to the right of the form. In order for this checkbox to be editable then a system parameter (MINIMUM_COLLECTION) needs to be set to 'N'

	'''''Country Code - '''''The associated Country Code should be entered. ~~The~~ 'No' field is the customers registered VAT number		'''''Country Code - '''''The associated Country Code should be entered.

			'''''No''''' - this field is the customers registered VAT number.

	'''''Location -''''' Click on the Location associated with this customer. The address details will be populated based on the location address details and then press the '''Save''' button. The example is shown below.		'''''Location -''''' Click on the Location associated with this customer. The address details will be populated based on the location address details and then press the '''Save''' button. The example is shown below.

Anw: Minor formatting change

2024-06-04T11:18:42Z

Minor formatting change

← Older revision		Revision as of 13:18, 4 June 2024
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	==Customers==		==Customers==
	The 'Customer' tab is used to create, maintain or delete a customer. To create a customer, simply place the cursor on the 'Customer ID' column and press the 'New' button. Enter the details of the customer as shown below.		The 'Customer' tab is used to create, maintain or delete a customer. To create a customer, simply place the cursor on the 'Customer ID' column and press the '''New''' button. Enter the details of the customer as shown below.

	[[Image:cust_3.png]]		[[Image:cust_3.png]]
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	'''''Unison Interface Value''''' - must be entered only if the Order details related to the customer will be interfaced from Unison (WMS) into C-TMS. If there is no interface from Unison into C-TMS for this particular customer, then leave this field as blank.		'''''Unison Interface Value''''' - must be entered only if the Order details related to the customer will be interfaced from Unison (WMS) into C-TMS. If there is no interface from Unison into C-TMS for this particular customer, then leave this field as blank.

	'''''Fuel Charge% - '''''Enter a percentage if a payment is to be added to an order in addition to that of the contract found against the Customer. ~~'''~~Note~~''' -~~The active checkbox must be selected if using this function rather than the 'Fuel Char' to the right of the form. In order for this checkbox to be editable then a system parameter (MINIMUM_COLLECTION) needs to be set to 'N'		'''''Fuel Charge% - '''''Enter a percentage if a payment is to be added to an order in addition to that of the contract found against the Customer. {{Note}} The active checkbox must be selected if using this function rather than the 'Fuel Char' to the right of the form. In order for this checkbox to be editable then a system parameter (MINIMUM_COLLECTION) needs to be set to 'N'

	'''''Country Code - '''''The associated Country Code should be entered. The 'No' field is the customers registered VAT number		'''''Country Code - '''''The associated Country Code should be entered. The 'No' field is the customers registered VAT number

	'''''Location -''''' Click on the Location associated with this customer. The address details will be populated based on the location address details and then press the 'Save' button. The example is shown below.		'''''Location -''''' Click on the Location associated with this customer. The address details will be populated based on the location address details and then press the '''Save''' button. The example is shown below.

	[[Image:cust_4.png]]		[[Image:cust_4.png]]
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	===Editing a Customer===		===Editing a Customer===
	To edit a customer place the cursor on the Customer ID column and then edit the customer details on the right hand side of the form and click on the 'Save' button to save your changes.		To edit a customer place the cursor on the Customer ID column and then edit the customer details on the right hand side of the form and click on the '''Save''' button to save your changes.


	===Deleting a customer===		===Deleting a customer===
	A customer can be deleted by placing the cursor on a particular customer in the Customer ID flag and then click on the 'Delete' button. A confirmation prompt will be shown after which the customer will be deleted. Note that the Customer cannot be deleted if there are child records associated to the customer i.e. Orders and Trips. This is kept this way for audit purposes		A customer can be deleted by placing the cursor on a particular customer in the Customer ID flag and then click on the '''Delete''' button. A confirmation prompt will be shown after which the customer will be deleted. Note that the Customer cannot be deleted if there are child records associated to the customer i.e. Orders and Trips. This is kept this way for audit purposes


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	Customer Group is used within C-TMS to group a number of Customer ID into a single group. This will allow access control of the locations/sites to view and manipulate orders.		Customer Group is used within C-TMS to group a number of Customer ID into a single group. This will allow access control of the locations/sites to view and manipulate orders.

	To create a 'Customer Group', place the cursor on the Customer Group column and click on the 'New' button. The samples given below demonstrate the creation of a Customer Group.		To create a 'Customer Group', place the cursor on the Customer Group column and click on the '''New''' button. The samples given below demonstrate the creation of a Customer Group.

	[[Image:cust_7.png]]		[[Image:cust_7.png]]
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	===Deleting a Customer Group===		===Deleting a Customer Group===
	A Customer Group can be deleted by placing the cursor on a particular customer group and then click on the 'Delete' button. A confirmation prompt will be shown after which the customer group will be deleted. Note that the Customer Group cannot be deleted if there are child records associated to the customer group i.e. Orders and Trips. This is kept this way for audit purposes		A Customer Group can be deleted by placing the cursor on a particular customer group and then click on the '''Delete''' button. A confirmation prompt will be shown after which the customer group will be deleted. Note that the Customer Group cannot be deleted if there are child records associated to the customer group i.e. Orders and Trips. This is kept this way for audit purposes


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	[[Image:cust_12.png]]		[[Image:cust_12.png]]

	To add more locations select the 'New' Button. This will highlight another line in Yellow and allow the user to repeat the same process. Delete a location by highlighting the required Location and then click the 'Delete' Button.		To add more locations select the '''New''' Button. This will highlight another line in Yellow and allow the user to repeat the same process. Delete a location by highlighting the required Location and then click the '''Delete''' Button.


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	===Creating a new Cost Centre===		===Creating a new Cost Centre===
	Select the New Button; this will highlight a new line to allow the user to enter the new data		Select the '''New''' Button; this will highlight a new line to allow the user to enter the new data

	[[Image:cust_14.png]]		[[Image:cust_14.png]]
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	'''''VAT Country - '''''The country code the Cost Centre falls within. The 'No' field is the Registered VAT Number		'''''VAT Country - '''''The country code the Cost Centre falls within. The 'No' field is the Registered VAT Number

	'''''Location - '''''Click on the Location associated with this Cost Centre. The address details will be populated based on the location address details and then press the 'Save' button. This Location is used on the invoice when printed.		'''''Location - '''''Click on the Location associated with this Cost Centre. The address details will be populated based on the location address details and then press the '''Save''' button. This Location is used on the invoice when printed.


	===Deleting a cost centre===		===Deleting a cost centre===
	A Cost Centre can be deleted by placing the cursor on a particular Cost Centre Name and then click on the 'Delete' button. A confirmation prompt will be shown after which the Cost Centre will be deleted. Note that the Cost Centre cannot be deleted if there are child records associated to it i.e. Orders and Trips. This is kept this way for audit purposes		A Cost Centre can be deleted by placing the cursor on a particular Cost Centre Name and then click on the '''Delete''' button. A confirmation prompt will be shown after which the Cost Centre will be deleted. Note that the Cost Centre cannot be deleted if there are child records associated to it i.e. Orders and Trips. This is kept this way for audit purposes

Anw: Added cross-reference to associated imports

2024-06-04T09:02:34Z

Added cross-reference to associated imports

← Older revision		Revision as of 11:02, 4 June 2024
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	Maintenance of Customers and Cost Centres functionality is used within C-TMS software to maintain data related to Customers, Customer group and Cost Centres. Customer and Cost Centre maintenance form can be accessed from Maintenance Menu		Maintenance of Customers and Cost Centres functionality is used within C-TMS software to maintain data related to Customers, Customer group and Cost Centres.

			Customers may be created through the Customer Onboarding interface. Customers may also be created through [[Imports]]
			* [[Customer Onboarding Interface]]
			* [[Imports_Details#CUSTOMER\|CUSTOMER]]


			Customer and Cost Centre maintenance form can be accessed from Maintenance Menu.

	The "Customer and Cost Centre" maintenance form has 4 tabs as shown below. In this document, the functionality and the use of each of the tabs i.e. Customer, Customer Group, Cust Group Usage and Cost Centres are described in detail.		The "Customer and Cost Centre" maintenance form has 4 tabs as shown below. In this document, the functionality and the use of each of the tabs i.e. Customer, Customer Group, Cust Group Usage and Cost Centres are described in detail.

Anw: Renamed Customer Invoice Consolidation to Invoice Consolidation Maintenance

2024-05-28T10:30:01Z

Renamed Customer Invoice Consolidation to Invoice Consolidation Maintenance

← Older revision		Revision as of 12:30, 28 May 2024
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	=== Consolidation ===		=== Consolidation ===
	{{:~~Customer~~ Invoice Consolidation}}		{{:Invoice Consolidation Maintenance}}

Anw: Split

2024-05-17T14:39:19Z

Split

← Older revision		Revision as of 16:39, 17 May 2024
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	=== Consolidation ===		=== Consolidation ===
	~~You can define consolidation customers through the ''Consolidation'' button provided.~~		{{:Customer Invoice Consolidation}}

	~~[[Image:cust_consol.png\|800px]]~~

	~~You can define the customers to whom the selected customer can consolidate, or choose all customers.~~

	~~You can also define consolidation at the group level, to consolidate all customers within a group.~~

	~~You can define the DU types and categories to be consolidate, and enter the reset quantity by DU Category.~~


	~~The example below illustrates this feature.~~

	~~Let the charges to transporting a given number of pallets from a location to another is as per given below:~~

	{~~\| class="wikitable" border="1"~~
	~~\|- bgcolor="silver"~~
	~~!No of Pallets !! Charge~~
	\|-
	~~\|1\|\|100~~
	\|-
	~~\|2\|\|90.00~~
	\|-
	~~\|3\|\|80.00~~
	\|-
	~~\|4\|\|70.00~~
	\|-
	~~\|5\|\|60.00~~
	\|-
	~~\|6\|\|50.00~~
	\|-
	~~\|7\|\|40.00~~
	\|-
	~~\|8\|\|30.00~~
	\|-
	~~\|9\|\|20.00~~
	\|-
	~~\|10\|\|10.00~~
	\|}

	Assume that a customer, say KRAFT has 3 orders that need to be transported to Tesco Warrington in the same day. If the orders are to transport individually, then the charge for the each of the orders based on the number of pallets to be transported in given in the Charge column of the table below (charge derived from the table above). If the 'Consolidate Orders' flag is checked, then the orders will be consolidated and the customer charged for 9 pallets at 20.00.

	{~~\| class="wikitable" border="1"~~
	~~\|- bgcolor="silver"~~
	~~!Order No !!Pallets !! Charge \|\| Total~~
	\|-
	~~\|1 \|\|4 \|\| 70 \|\| 280~~
	\|-
	~~\|2 \|\|3 \|\| 80 \|\| 240~~
	\|-
	~~\|3 \|\|2 \|\| 90 \|\| 180~~
	~~\|- style="font-weight~~: ~~bold;"~~
	~~\|Total \|\|9 \|\| - \|\| 700~~
	~~\|- style="font-weight: bold;"~~
	~~\|Total by~~ Consolidation ~~\|\|9 \|\| 20 \|\| 180~~
	\|}

Anw: Merged from training document

2024-05-13T08:21:52Z

Merged from training document

← Older revision		Revision as of 10:21, 13 May 2024
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			Maintenance of Customers and Cost Centres functionality is used within C-TMS software to maintain data related to Customers, Customer group and Cost Centres. Customer and Cost Centre maintenance form can be accessed from Maintenance Menu

	The "Customer and Cost Centre" maintenance form has 4 tabs as shown below. In this document, the functionality and the use of each of the tabs i.e. Customer, Customer Group, Cust Group Usage and Cost Centres are described in detail.		The "Customer and Cost Centre" maintenance form has 4 tabs as shown below. In this document, the functionality and the use of each of the tabs i.e. Customer, Customer Group, Cust Group Usage and Cost Centres are described in detail.

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	{{Note}} A 5th bespoke tab "New Supplier" has been added, but is not covered in detail in this document, as this is bespoke functionality.		{{Note}} A 5th bespoke tab "New Supplier" has been added, but is not covered in detail in this document, as this is bespoke functionality.

			{{Note}} When setting up a new customer or entire new contract, the tabs should be used in the following order:
			* Cost Centre - set up a cost centre first.
			* Customer Group - set up a customer group for the customer.
			* Customer - set up the customer.

			Please refer to the [[Initial Setup]] Guide for more information on setting up a new operation from scratch.


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	===Deleting a Customer Group===		===Deleting a Customer Group===
	A Customer Group can be deleted by placing the cursor on a particular customer group and then click on the 'Delete' button. A confirmation prompt will be shown after which the customer group will be deleted. Note that the Customer Group cannot be deleted if there are child records associated to the customer group i.e. Orders and Trips. This is kept this way for audit purposes		A Customer Group can be deleted by placing the cursor on a particular customer group and then click on the 'Delete' button. A confirmation prompt will be shown after which the customer group will be deleted. Note that the Customer Group cannot be deleted if there are child records associated to the customer group i.e. Orders and Trips. This is kept this way for audit purposes


	==Customer Group Usage==		==Customer Group Usage==
	Customer Group Usage is usually used when a company has several businesses operating within the same database.		Customer Group Usage is usually used when a company has several businesses operating within the same database.

			The customer group usage screen allows users to associate locations with a customer group for segregation purposes.

	Location Usage can be defined at a customer or a customer group level. If defined at a customer group level, then this screen will show the locations assigned to this group.		Location Usage can be defined at a customer or a customer group level. If defined at a customer group level, then this screen will show the locations assigned to this group.

	The tab is only visible when the system parameter ~~'MTS_LOCATION_USAGE'~~ is set to ~~CUST_GROUP~~.		The tab is only visible when the system parameter ‘MTS_LOCATION_USAGE’ is set to either the value ‘CUST_GROUP’ for Customer Group usage level or ‘CUST’ for a Customer usage level.

	This allows the user to add Locations to a specific Customer Group and if the user is setup to only see that particular Customer Group then they will only be able to create orders and trips using the locations assigned within this Tab page		This allows the user to add Locations to a specific Customer Group and if the user is setup to only see that particular Customer Group then they will only be able to create orders and trips using the locations assigned within this Tab page.

	[[Image:cust_10.png]]		[[Image:cust_10.png]]