Customer Archives

Settings detail:

Category	Description
Company	Used to set up customer company information, including company name, address, tax ID, and other relevant business details.
Division	Used to define different divisions within the company, such as Sales, Production, and Finance, to structure the organization and manage access control.
Position	Used to manage employee job positions within the organization, such as Manager, Supervisor, and Staff, which may affect document approval workflows.
Cost Center	Used to define cost centers to allocate expenses by department, project, or function, ensuring accurate budgeting and cost analysis.
Responsible	Used to assign responsible personnel for specific processes or modules, such as accounting, purchasing, or production. It may be linked to approval workflows.
Working Calendar	Used to set up the company’s working schedule, including working days, working hours, shifts, and holidays.
Non-Working	Used to specify non-working days, such as public holidays, company holidays, or special leave days, ensuring accurate workday calculations.
Currency	Used to set up currencies used in the system, such as THB (Baht), USD (US Dollar), and EUR (Euro), along with related exchange rates.
Exchange Rate	Used to import or update exchange rates from sources like the Bank of Thailand (BOT) through Excel file import or API integration.
TAX	Used to configure tax-related settings, such as withholding tax rates, tax rules, and compliance with business tax regulations.
VAT	Used to define VAT (Value Added Tax) calculations, including VAT rates (e.g., 7%), VAT exemptions, and tax breakdowns.
BOI	Used to set up tax and investment privileges from the Board of Investment (BOI), including corporate tax exemptions and import duty reductions.
Additional Charge	Used to define additional charges such as shipping fees, insurance costs, bank fees, or any extra costs associated with orders.
Item Condition	Used to classify item conditions, such as new, used, defective, or repackaged items, which may affect pricing or quality control.
Item Type	Used to categorize items into groups such as raw materials, finished goods, semi-finished goods, or service items.
Location Type	Used to define types of storage locations, such as the main warehouse, secondary warehouse, receiving area, or distribution center.
Order Type	Used to define different types of orders, such as Job Order (work orders), Purchase Order (orders from suppliers), Remark (orders with special conditions or notes), and Delivery Order (orders for product delivery). Not Sure!!
Running No.	Used to configure automatic document numbering, such as invoice numbers, purchase order numbers, and tax invoice numbers, based on predefined formats.
Running Lot No.	Used to generate lot numbers for products, enabling efficient tracking of items through production and inventory management.
Approve Route	Used to configure document approval workflows, such as purchase order approvals, quotation approvals, and other approval processes.
Mail	Used to configure email notifications for system alert users, such as order confirmations, approval status updates, or inventory alerts.
Screen Label	Used to define labels for system screens, such as renaming buttons, field names, or customizing language settings.
Class List	Used to classify data types such as product categories, customer types, supplier categories, or cost groups for better data organization.
System Config	Used to configure system settings such as date formats, currency units, security policies, and general system behavior. Not Sure!!
Password Policy	Used to manage password policies, including minimum length, complexity requirements and security compliance.
User Group	Used to define user roles, such as Admin, General User, Accounting, or Sales, with different access rights to system modules. It also allows managing permissions for viewing, adding, editing, deleting, printing, and performing special actions on specific screens within the system.
User	Used to manage user accounts, including creating new users, assigning roles, resetting passwords, and disabling inactive accounts.

Details

1. Add Item Details:
Click the + button to add items to the Sales Order.

2. Select Items:

- A window titled Item Information will appear.
- Choose the desired items by selecting them from the list and click Select to add them to the order.
- You can search for items by Item Code, Item Name, or other filters provided in the Item Information screen.

3. View Selected Items:
After clicking the Select button on the Item Information window, the selected items will be displayed in the Details tab within the Sales Order Information form.

4. Edit Item Details in the Table: The system generates rows for each selected item, and you can fill in the following details.

- Delivery Date: Select the expected delivery date for each item.
- Picking Date: Specify the date for item picking.
- Qty: Enter the quantity for the item.
- Unit: Choose the appropriate unit of measurement (e.g., PCS, KGS).
- Unit Price: Adjust or verify the unit price.
- Amount: Auto-calculated based on the quantity and unit price.
- Discount %: Apply a percentage discount (if applicable).
- Discount: The discount amount will be calculated automatically.
- Total Amount: The total after applying discounts will be shown here.
- Cust. P/O No.: Enter the customer’s purchase order number if available.
- Delivery Location: Specify the delivery location (e.g., HQ, Warehouse).
- Delivery Time: Add the expected delivery time, if necessary.
- W/H Name: Select the name of the warehouse from which the item will be dispatched.
- Package: Specify the type or size of the packaging used for the item (e.g., BOX10PCS, BOX5KGS).
- Shipment Via: Choose the shipment method, such as air, sea, or ground transportation.
- Incoterm: Define the International Commercial Term (Incoterm) applicable to the order (e.g., FOB, CIF).
- BOI: Select the Board of Investment (BOI) privilege if applicable.
- Remark: Add any additional notes specific to the item (optional).

5. Use Last Detail Information (Optional):
Check the box Use last detail information if you want to reuse details from the last Sales Order. This will automatically populate fields with the previously saved item details, saving time for repeat orders.

Shipping details

Delivery Port: Enter or select the delivery port.
Ship To Port: Specify the destination port (if applicable).
Country: Select the destination country.
Shipping Mark: Add shipping instructions or remarks (optional).

Information details

S/O Date: Enter the date of the sales order (e.g., “04/02/2025”).
S/O Type: Choose the type of Sales Order, such as Domestic or Export.
Bill To: Specify the customer or company to bill.
Customer: Select the customer for this Sales Order.
Order Type: Choose the order type.
Ship To: Indicate the shipping address.
Currency: Select the currency for this Sales Order (e.g., THB).
Payment Term: Specify the payment terms for this order (optional).
Revision No: Enter the revision number, if applicable (optional).
Revision Date: Add a revision date, if needed (optional).
Person in Charge: Choose the person responsible for this order.
Remark: Add any additional notes or comments regarding the Sales Order (optional).
Urgent: Check the box if the order is urgent.

Information details

User Account: Create a unique username for the user, which they will use to log in.
Full Name: Input the user’s full name (e.g., first and last name).
Email: Provide the user’s email address, which must be valid and accessible for communication or system notifications.
Company: Select the company the user belongs to from the dropdown list.
Division: Assign the user to their specific division or department.
Position: Choose the user’s role or job title within the organization.
Group: Specify the user’s group, team, or functional area within the organization.
Language: Select the preferred system language for the user.
Password: Enter a secure password for the user’s account. Make sure it meets any security requirements (e.g., minimum length, special characters, etc.).

Customer

Category – Customer

Articles

Settings detail:

Information details