Essential Product Knowledge
The ‘Customer’ section of the V5 Control Center allows users to input details of their customers into V5 Traceability. Commodities or products can then be assigned to these customers in order to filter product lists for sales orders to view only items normally bought by that customer.
This page provides a guide and column definitions for the ‘Customers’ window in Control Center. More information on customer setup can be found in our ‘Sales Orders’ module guide here.
Users can also enter details of different facilities within their own business here. These will help facilitate the creation and processing of transfers.
The ‘Customers’ section can be found under the ‘Ordering’ header in Control Center.
This section is made up of 3 panels:
Custom text entry to assign a code to the customer. This must be unique.
Custom text entry to name the customer.
The broker that will handle the transaction. These can be set up in ‘Order Info’.
The freight carrier that will transport the order to the customer. As above these are set up in ‘Order Info’.
If checked a signature will be required from the customer upon delivery.
Name of the customer/subsidiary.
Address line 1.
Address line 2.
Address line 3.
The town or city where the customer is located.
The customer’s ZIP/postal code.
The country the customer is located in.
Telephone number of the customer.
Fax number of the customer.
The production location can be changed here from a drop-down menu.
Name of the main contact for this customer’s address.
Any relevant notes for this address.
Name of Emergency Recall contact.
Emergency Recall email address.
Emergency Recall telephone number.
Drop-down menu (or manual search) that allows commodities to be assigned to suppliers.
Populated once Commodity Code is selected above. Cannot be edited.
Also populated from formulas/commodities, this displays an image of the product/commodity that will be presented to WMS operatives to make sure they are dispatching the correct commodity. Can also be uploaded here if required.
The price that the customer will pay (per unit) for the product.
The part number assigned to the product by the customer.