Description

The WMS requires a set of special cards that are used for managing locations, users, and special customer pricing schedules.

Detail Steps

Every MYOB Company file must have these cards created before a WMS workspace can be created.

CARD Name | TYPE | ID | USE

*ALL CUSTOMERS | CUSTOMER | *ALLCUSTOMERS | Special Pricing – recognised internally

*ALL LOCATIONS | SUPPLIER | *ALLLOCATIONS | Assemblies – must use L identifier

*NONE | EMPLOYEE | *NONE | Default User – recognised internally

Example: *ALL CUSTOMERS

Example: Customer Alerts.

To force the WMS to alert a Salesperson when they are entering an Order you can place an! (Exclamation Mark) in front of the customer notes field. This is important for customers on credit hold or if the sales manager needs to gather some important information.


Note

The WMS uses many of the DEFAULT customer settings for Shipping Method, Comments, Payment Terms, etc. It is recommended these are correctly setup, particularly payment terms.

These can be overridden from the WMS Sales Order Entry screen if necessary.


Related Information

None