Customer Master¶
Navigation: Master Data → Customers
The Customer Master holds data about all customers in the system, both active and inactive. Each customer can have multiple ship-to locations (sub-records), representing different delivery addresses.
Managing Customers¶
Via Excel upload
Download the template from the toolbar, populate customer data, and upload.
Via UI
Click New to add a customer via the create modal.
Via integration
Customers can be imported or synced automatically from an ERP.
Columns¶
| Column | Description |
|---|---|
| Customer Number | Unique identifier for the customer |
| Customer Name | Customer name |
| Address | Street address |
| City | City |
| State | State or region |
| ZIP | Postal code |
| Country | Country |
| Phone | Contact phone number |
| Contact email address | |
| Status | Active or Inactive |
| Number of Ship-To | Number of delivery locations linked to this customer |
Ship-To Locations¶
A single customer can receive deliveries at multiple addresses. Each address is recorded as a Ship-To sub-record linked to the parent customer. Ship-To Number and Ship-To Name are used on sales order lines and ASNs to identify the specific delivery point.
Customer Status¶
| Status | Effect |
|---|---|
| Active | Customer is available for selection on sales orders and forecasts |
| Inactive | Customer is excluded from transaction entry but retained for historical reference |
Related Screens¶
- Sales Orders - reference customer and ship-to
- Forecasts - forecasts are associated with customers
- Advanced Shipment Notifications - ship-to must exist in Customer Master
- External Items - customer item number mappings are associated with customers