How to Locate and Create Contacts (Customers & Suppliers) in WMS

Created by Datapel Integration, Modified on Thu, 11 Jun at 12:26 PM by Summer Bandong

Description

Managing your partner relationships efficiently is core to effective warehouse operations. This guide provides a step-by-step walkthrough on how to navigate the Datapel Warehouse Management System (WMS) to locate existing customer and supplier accounts, add new customer profiles, and rapidly initiate sales orders directly from a contact's file.

Detail Steps

Open WMS.
Go to Tools > Find Contacts.
In the search field, use the drop-down menu to filter by contact type (e.g., Customer or Supplier).
Select the desired customer or supplier from the list to view all available account details.

Note

Customer and Supplier Bill To and Ship To addresses cannot be edited directly within Datapel WMS. To update an address, you must modify the record inside your accounting package (e.g., MYOB) and run a Replication to sync the changes over to WMS.

Create New Customer

Note: New Suppliers and Customers cannot be created directly via Datapel WMS. Please create all new Supplier records within your accounting system (or your connected accounting platform) and perform a system replication to sync them into WMS.

If there is no accounting system, you may create it within WMS.

Open WMS.
Open Workspace > New
Select ''Customer''
Enter all available details and select "Create Customer".

Create new Sales Order via Locate Customers and Suppliers:

Open WMS.
Open Tools > Find Contacts.
Select New Sale Order and proceed with Sales Order entry.

Related Information

New Sale Orders