Customer & Vendor Data¶
Overview¶
Dynapro Trade adds several ways to enrich and organize customer and vendor master data: chains for grouping customers, item GS1 numbers for labeling, alternate email addresses for document sending, pickup addresses, a manual sanctions check status, and a customer notes view. Sales administrators maintain most of this data.
Chains¶
Group customers into retail or franchise chains for reporting.
- Open Chains and add a Code and Description for each chain.
- On the Customer Card (Invoicing), set the customer's Chain Code.
When a sale posts, the chain code is copied onto the Item Ledger Entry, so item history can be analyzed by chain.
Item GS1 Numbers per Customer¶
Some customers require a specific GS1 barcode for an item, for example for product labels.
Open Item Customer GS1 Numbers from the Customer Card or the Item Card action Customer GS1 No.. Each line has:
| Field | Description |
|---|---|
| Item No. | The item the GS1 number applies to. |
| GS1 Code | The 10-digit GS1 code. Pad with leading zeros if the number is shorter. |
| Customer No. | The customer this code applies to. |
The GS1 code is copied automatically onto a sales line when you enter a quantity for that item and customer.
Alternate Send-To Addresses¶
Route a document's email to a different address than the customer's or vendor's default, without changing the master record.
Open Alternative Send To Addresses - Sales from the Customer Card action Email Addresses, or Alternative Send To Addresses - Purchase from the Vendor Card. Each line specifies:
| Field | Description |
|---|---|
| Report Type | The document the override applies to (invoice, order confirmation, and so on). |
| Contact No. | The contact whose email address to use, if any. |
| Send To | Whether this address is added to the Send To field. |
| Send CC | Whether this address is added to the CC field. |
| Replace Other Recipients | Whether this address is the only one used, replacing any others. |
This feature only takes effect when Replace Email Recipients is enabled in setup. See Setup & Enabling.
Pickup Addresses¶
For vendors where you collect goods yourself, maintain a Pickup Address: Code, Name, Address, City, Country/Region Code, Post Code, County.
On the Purchase Order, set the Pickup Address Code to record where the items will be picked up from.
Sanctions Check Status¶
The Customer Card shows a Sanctions Check Status field — Not Checked, Not Approved, or Approved — when Enable Sanctions Check is on in setup. This is a manual, informational status; it does not automatically block orders.
Customer Notes¶
The Sales Order page shows a Customer Notes factbox listing notes linked to the sell-to customer, so staff can see relevant context while working an order.