Home
Master Data Creation
Create and manage all the data required for your transactions and activities.
Customer
Create and update customer(s).
Updating a Customer
You can edit information related to a customer.
Customer Sales Information
You can see and update the customer's sales settings from this page.

Master Data Creation
Create and manage all the data required for your transactions and activities.
- Customer
  Create and update customer(s).
  - Creating a Customer
    Add a new customer and complete its details.
  - Updating a Customer
    You can edit information related to a customer.
    - Customer Address Configuration
      You can see and update the customer's address settings from this page.
    - Customer Contact and Communication Method
      You can see and update the customer's contacting and communication method details from this page.
    - Customer Sales Information
      You can see and update the customer's sales settings from this page.
    - Customer Invoice Configuration
      You can see and update the customer's invoice settings from this page.
    - Customer Payment Configuration
      You can see and update the customer's payment settings from this page.
    - Customer Credit Information Configuration
      You can see and update the customer's credit information from this page.
  - Consulting Customer Basic Data Report
    Use this report to have an overview of your customers and their characteristics, such as addresses, e-mails, phone numbers, etc.
- Supplier
  Create and update supplier(s).
- Parts
  Create and manage parts.
- Fixed Assets
  Fixed assets are referenced as objects in IFS Cloud. The company follows them along their useful life in order to manage: acquisition, adjustments, depreciation, scrap, sales.

Customer Sales Information

You can see and update the customer's sales settings from this page.

Click Sales in the menu below the customer name.


Field	Description	Mandatory	Example
Customer Statistics Group	Grouping of customers for analysis.	Yes	DOMESTIC
Invoice Customer	To invoice another customer.	No	Existing customer code
Customer Price Group	Give the possibility to regroup pricing policies for a group of customers.	No	MPA_DISC10%
Credit Control Group	Rules to apply for credit control.	Yes	MPUK
Currency	Currency for the order.	Yes	EUR
Invoice Type	The invoice is generated based on the order, batch invoicing or both.	Yes	Normal Invoice
Advance Invoice Full Paid Check	Checkbox that blocks the customer order after the creation of an advance invoice at the release step.	Yes	Yes/No
Internal Customer	For ICO relation.	Yes	Yes/No
Discount Type	If any discount is applied, you must define its type in this field.	No	General Discount
Discount %	If any discount is applied, then you have to define a value in this field.	No	15

Click Document Text in the toolbar to add a specific text for the customer. This text will be printed on the report you need. You can add a new text or select a text already created.

Sales tab:


Field	Description	Mandatory	Example
Order Type	The order type is used to define flows related to order management. It can be configured directly on the order and is not set by default on the customer.	No	MPU
Replicate Document Text		Yes	Do Not Replicate
Backorder Option	To define how the system manages orders during reservation, delivery note creation or during the confirmation of picking.	Yes	Allow Incomplete Lines and Packages
Handling Unit at CO Delivery		Yes	Use Site Default
Expire Date	The end date for customer transactions.	No	01/01/2022

Charges tab allows you to attribute charges to a customer, such as border taxes, administrative fees, packaging, etc. These charges will be automatically applied on an order or sales quotation when created, and can be modified or deleted manually.

Note:
The types of charges must be first configured in a separate list. The amount can be adjusted at the customer level.