Customer Master

NAVIGATION

Administrator

Role Management

User Management
Rules Management

Rules

Pick Put Rules
Master Data Configuration

Package Master
- Item Master
  
  Item Master
Zone Master

Location Master

Customer Master

Printer and Print Station
Inbound Process
Outbound Process
Inventory Management
Kit Request Master </aside>

The Customer Master stores essential information about your customers, including names, addresses, contact details, payment terms, and delivery preferences. It is a foundational setup in WMS that enables smooth order processing, invoicing, and shipping operations.

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A properly configured Customer Master ensures accurate and efficient sales order fulfilment and reporting.

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Customer Types in WMS

Customer Type	Description
Owner of Goods	The primary party that owns the inventory stored and managed in the warehouse.
Consignee	The recipient of goods, typically listed on the sales or shipment documents.
Vendor	A supplier who sends goods to the warehouse, often related to purchase orders.
Carrier	The logistics or transportation company responsible for delivering the goods.

How to Create a Customer?

Go to Master Data > Customer from the side bar. Click on the Add Button.

Fill in the required fields labelled in orange text.

Select a warehouse from the list.
Enter the customer code and customer name.
Select a customer type.
Status is set to active by default.

Click save and a new customer is created.

Customer Control Settings

Control Type	Description	Control Value	Value Meaning (Y = Enabled, N = Disabled)
`CROSS_RELATE_PO`	Ensures Cross Dock Sales Orders are linked to corresponding Purchase Orders.	`Y`	Y: Cross Dock SO must be linked to a PO. N: Cross Dock SO can exist standalone.
`AUTO_NOTI`	Enables automatic system notifications.	`Y`	Y: Notifications are triggered automatically. N: No automatic notifications sent.
`REPAIR_LOCATION`	Specifies the location for repair activities.	`REPAIR`	Sets REPAIR as the default repair location. (No Y/N toggle)
`ADJ_NOTIFICATION`	Sends email alerts when inventory is adjusted.	`N`	Y: Sends email alerts for inventory adjustments.
N: No email notifications.
`GRN_NOTIFICATION`	Sends email alerts when goods receipt is completed.	`N`	Y: Sends email after receipt is closed.
N: No notification after receipt.
`AUTO_GEN_CODE`	Automatically generates master codes or numbers.	`Y`	Y: Codes/numbers auto-generated by system.
N: User must manually input them.
`SO_MUST_PACK`	Ensures Sales Orders are packed before loading.	`Y`	Y: Packing is mandatory before loading.
N: Orders can be loaded without packing.
`REC_REPACKING`	Routes received items to repacking before putaway.	`IBPK_STAGE01`	Repacking stage set to IBPK_STAGE01. (No Y/N toggle)
`AUTO_AUDIT_SHIP`	Automatically audits shipment after packing.	`Y`	Y: Shipment is auto-audited post-packing.
N: Audit must be done manually.
`WEB_PO_PUTAWAY`	Enables confirmation of putaway via web interface.	`Y`	Y: Putaway can be confirmed online.
N: Putaway confirmation only via RF.
`WEB_PO_RECEIVE`	Enables receiving Purchase Orders via web interface.	`N`	Y: PO receiving can be done online.
N: PO must be received using RF device.
`RETURN_CLAIM_LOCATION`	Default location for returned/claimed items.	`RETURN_CLAIM`	Items returned are directed to RETURN_CLAIM location. (No Y/N toggle)
`SO_MUST_AUDIT`	Requires Sales Orders to be audited before shipping.	`Y`	Y: SO must be audited before shipping.
N: Skip audit before shipment.
`SHIP_BY_ORDER`	Allows direct shipment per order, skipping loading stage.	`Y`	Y: Skip loading, ship directly by order.
N: Requires loading before shipping.
`PK_STG_LOC`	Defines packing stage location.	`PK_STAGE01`	Packing done at PK_STAGE01. (No Y/N toggle)
`CARTON_PREFIX`	Prefix used for carton IDs.	`C`	Cartons are labelled with prefix C. (No Y/N toggle)
`AI_INV_LOC`	Virtual inventory location.	`V001`	Virtual inventory managed at V001. (No Y/N toggle)
`OB_STG_LOC_OP`	Outbound picking stage location.	`OP_STAGE01`	Outbound picks staged at OP_STAGE01. (No Y/N toggle)
`IB_STG_LOC`	Inbound staging location before putaway.	`IB_STAGE01`	Inbound items staged at IB_STAGE01. (No Y/N toggle)

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Only Customer Type: Owner of Goods supports Customer Control Settings, because they directly influence how goods are processed, staged, audited, packed, and shipped within the warehouse operations.

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Steps to configure master data