Customer

Contents

- Customer
- Contact Persons
- Contracts Per Customer
- Invoice Comments
- Cover Page Address
- Customer Delivery Scheme
- Customer Locker Service Charges
- Customer Route Information
- Customer Special Charges
- Delivery Point
- Related Programs

Customer

Purpose

Customer (or Accounts) are entered in the system to be able to service
and invoice them. Within this dialog the overall details are entered such
as address, contactpersons, delivery locations, delivery days, route/stops,
contracts and specific settings for ordering, delivery, garment services,
billing and credit information.
A customer could have also multiple department/consumption points
(see dialog Departments).

Important Fields

OverDeliveries

OverDeliveries

Price

Price

Statement frequency

Statement frequency

of Days No Prep Charges

of Days No Prep Charges

State

State

Service Team

Service Team

Emblem Specification

Emblem Specification

Price

Price

Print On

Print On

SIC

SIC

Mark as Delinquent After

Mark as Delinquent After

Import Department Occupation Level From Hand Held / WWW

Import Department Occupation Level From Hand Held / WWW

Return Linen: Next Week , Same Route

The non-garments will be returned when the same route is driven next
week.

Garment delivery days

The days that garments will be delivered. Especially when customers are visited multiple
times a week, it could be the case that garments are delivered only on a few days.
This entry is important since it relates to the completeness check (inscan/outscan).

Number

Number

Payment Discount Specific

Payment Discount Specific

Uses Bundles

Uses Bundles

Allow Automatic Sales of Garments during Issue

Allow Automatic Sales of Garments during Issue

Name Tape Layout

Layout name for the name label.

Billing Address: Zipcode

The Billing Address Zipcode-field that is entered can be presented on invoices and statements.

Not Applicable

The customer is not a master account neither does he belong to one.

Passer by Customer

Passer by Customer

Layout

Layout

Separate Invoice Per

Separate Invoice Per

Visit on

These boxes are a result of the entries done in the Delivery Schemes per Customer.
This will give a fast check on the entry done. See also "Show in Calendar".

Delivery Standards

Delivery Standards

Send by E-mail

The periodical invoice will be sent by e-mail (don't forget to fill the e-mail address).

Legal Name

Legal Name

Bank Account#

Bank Account#

Country

Country

Printed Code Label

Printed Code Label

Charge Fixed Number of Bank/Lockers

Charge Fixed Number of Bank/Lockers

Cust Name On Label

Cust Name On Label

Charge

Charge

First

First

Date Inactive

Date Inactive

Active

Active

Only if Invoices are past due

Only if Invoices are past due

Finance Charge: Put on Invoice/Statement

When a customer is due with paying outstanding invoices, the finance charge
(See Plant) becomes applicable.
Here can be determined if the Finance Charge is put on each Invoice or Statement.

City

City

Printed Name Label

Printed Name Label

Name

Name

Washes at First Issue

Washes at First Issue

Send by Fax

Send by Fax

Sales Area

Sales Area

Charge per Occupied Locker

Charge per Occupied Locker

Delivery Schemes / Routes

It is possible to determine per Delivery Scheme (Weekly, EOW, etc) on what days the
delivery takes place. Also the direct link to a Route and even a Stop can be entered.

Collection Responsible Person

Here the optional information can be stored of the employee within your company
who is responsible for collecting outstanding invoices.
This is for reporting and information purposes only.

Repair

Do we charge the customer for the repair services or is that service included in the rental fee?

General Prep Charge

General Prep Charge

Password

The password that is giving the customer access to the internet
application(s).

Bulk Delivery

Bulk Delivery

Cluster

Cluster

Send by E-mail

Send by E-mail

Date Active

Date Active

Layout

Layout

Charge per Locker

Charge per Locker

Billing Address: State

The Billing Address State-field that is entered can be presented on invoices and statements.

Frequency

Frequency

Market Segment

Market Segment

Send by E-mail

Send by E-mail

Never

Never

cmbReturnLinen

Remark

Remark

First Day Grade

First Day Grade

Attach Invoice Copies

Attach Invoice Copies

Master Account

The customer inherits the product list per customer from the master account.

Delivery Standards

Delivery Standards

Bill To Customer

Bill To Customer

VAT Number

VAT Number

Billing Address: City

The Billing Address City-field that is entered can be presented on invoices and statements.

Use Is Obligated (Garment Dispenser)

If checked; It will be mandatory to fill the garment dispenser information for the wearers.
This avoids mistakes or forgetting the entry of a garment dispenser.

Shortages

Shortages

E-Mail address

E-Mail address

Stock Charge

Stock Charge

Payment Terms

Payment Terms

sfNrBankLockers

Send by Fax

Send by Fax

Send by E-mail

Send by E-mail

Min.Inv.Amount

Min.Inv.Amount

General Prep Charge

General Prep Charge

Automatically Charge Credit Card

Automatically Charge Credit Card

Language

Language

Login Name

The user name that is giving the customer access to the internet application(s).

Sorting System Utilization Forecast based on Soil Scan

Sorting System Utilization Forecast based on Soil Scan

Allow negative Stock Count

Allow negative Stock Count

Number of Statement Copies

Number of Statement Copies

Stock Charge

Stock Charge

Phone#

Phone#

Sales Items

Sales Items

Number of Copies

Number of Copies

Always; with Frequency

Always; with Frequency

Return Linen: Return Route in Route Schedule

The non-garments will be returned with the return route that is
connected to the route that the non-garments were received with.

Search Name

Search Name

Belongs To Master Account

The customer can inherits the price lists that are connected to this master account.

Layout

Layout

Legacy Customer Number

Legacy Customer Number

Use Garment Dispenser

Use Garment Dispenser

Fax#

Fax#

Insurance price

This will be an overall insurance fee for all products that are found in the Circulating Inventory.

Currency

Currency

Cash on delivery

Cash on delivery

Consolidated Invoices

Consolidated Invoices

Statement

Statement

Swing Suit Delivery

Swing Suit Delivery

Allow specific prep charge per template

When checked, it is possible to have different prep charges for each template
that a customer has.

First Issue

First Issue

Print Delivery Note For BulkPutup Items

Print Delivery Note For BulkPutup Items

Sorting Info during Outscan

Sorting Info during Outscan

Credit Limit

Credit Limit

Account is taxable

If checked; The invoices for the customer should include VAT/TAX.

County

County

Allow charge rent on stock

Allow charge rent on stock

Price

Price

Finance charge after

Finance charge after

Days

Days

Customer Orders Via Internet

Customer Orders Via Internet

Return Linen: Next Visit

The soil counted non garment products will be returned with the first next visit.

Return Linen: 10 Day Delay Basis

Non-garments will be returned clean 10 days after receiving them from the customer.

Statement per Deliver To Customer

Statement per Deliver To Customer

City

City

Charge VAT

Charge VAT

Default Business Unit

Default Business Unit

Afterwards

Afterwards

EDI-FAKT Method

EDI-FAKT Method

Restocking Fee

Restocking Fee

Bank Institution

Bank Institution

Periodical

Periodical

IBAN-Number

IBAN-Number

Code Uniquely

Code Uniquely

Per Week

Per Week

Code Tape Layout

Layout name of the collar label.

Route Stops

It is possible to enter the Route Stop from this dialog. It is also possible to leave the
Stop Number empty and let the Route Manager take care of the proper entry.
(see also Route Stops)

Is Master Account

Other customers that are linked to this Master Account can inherit this customer's price lists.

Customer Related Items

Customer Related Items

Usage Standards

Usage Standards

Specific Bank Institution For Deposit

Specific Bank Institution For Deposit

Specific Bank Institution For Deposit

Specific Bank Institution For Deposit

Residual Value Scheme

The scheme that is used for calculating the residual value -for garments- for this customer.
This is a default, since it may be overruled at the Product List per Customer.

Contact Person

Contact Person

Send by Fax

Send by Fax

Message at log in

Will be shown to the customer when he has logged in to one of the
internet applications.

Consolidated Report Invoices

Consolidated Report Invoices

Rent Spec.

Rent Spec.

Signature Required

Signature Required

Payment Discount

Payment Discount

Communication Method

Communication Method

Allow Automatic Flag Season Change

Allow Automatic Flag Season Change

Direct

Direct

Non Garments

Non Garments

EDI-Fakt ILN#

EDI-Fakt ILN#

Print On

Print On

Show on Delivery Note

This enables a different presentation per customer on the standard delivery note
based on the outscannings (and stockroom issues). When the options after the "+" in the list
of available choices are taken, the unique ID's will be presented (barcodes/chips).

Containers Owned by

Containers Owned by

Soil Count For Delayed Even Exchange

Soil Count For Delayed Even Exchange

Charge; normally paid by

Charge; normally paid by

Type

Type

County

County

Payment Method

Payment Method

Garment Insurance

There are four possibilities:
- Not Applicable: there will be no insurance fees charged
- For Repair
- For Loss
- For Repair and Loss
When one of the last 3 is chosen also a insurance fee is asked for to be entered.
An Insurance fee will be charged for every piece Circulation Inventory.

Layout

Layout

Charge Service per Delivery

Charge Service per Delivery

Residual Value

Residual Value

Copies

Copies

Garments

Garments

Charge per Garment per Locker

Charge per Garment per Locker

Norm stock levels

Norm stock levels

Bill to Customer

Bill to Customer

Obliged using standard inventory per function

Obliged using standard inventory per function

Price

Price

Billing Address: Street

The Billing Address Street-field that is entered can be presented on invoices and statements.

Chain

Chain

Locker Management

Locker Management

Non-Garments

The days that non-garment products will be delivered.

Billing Address: Street 2

The Billing Address Street2-field that is entered can be presented on invoices and statements.

Return Garments On

The schedule for returning the washed garments to the customer.
This information is related to the Inscan - Outscan and the Completeness Check.
The options are self explanatory.

Print Prices

Print Prices

Sort Per

Sort Per

extClusterDetails

Loading Program

Loading Program

Only Allow COG if exists in PLPC

Only Allow COG if exists in PLPC

cmbStandardsBasedOn

txtPnNumber

Accept All Products

Accept All Products

Correct Additions Only

Correct Additions Only

Loss Charges

Loss Charges

Residents

Residents

cmbRanking

Items Returned to Stock

Items Returned to Stock

Line

Line

Export Delivery Note Info

Export Delivery Note Info

Bonus Agreement

Bonus Agreement

Service Empl.

Service Empl.

txtBillToCustomer

Layout

Layout

Invoice coupling code

Invoice coupling code

dfPowerStartDate

Completness Check

Completness Check

Paid by Customer

Paid by Customer

Show ID Codes

Show ID Codes

Return Items

Return Items

Allow

Allow

Invoice Layout

Invoice Layout

Default Stockroom

Default Stockroom

cmbNationalAccount

Product

Product

Taxable

Taxable

cmbStatementFlagCode

Allow

Allow

cmbAcquisitionCode

Customer is registered in

Customer is registered in

Suppress printing of delivery notes

Suppress printing of delivery notes

srfSalesEmpl2

cmbWasteSite

Price concern code

Price concern code

CSV File Separator

CSV File Separator

MIS Turnover Segment

MIS Turnover Segment

cmbAllocationMethod

Customer Name on Label

Customer Name on Label

cmbMunicipality

srfCommonCustomer

Show Quantity Received

Show Quantity Received

cbUseWearerGarmentsBudget

cbChargeServiceCosts

Internal Customer

Internal Customer

txtTaxExemptCode

Do not send Pay-By List

Do not send Pay-By List

txtMinInvoiceAmountCurrency

Internal Business Unit

Internal Business Unit

srfVisitingMonths

txtVisitEvery

txtVisitEvery

txtExpirationYearMonth

txtExpirationYearMonth

One Time Charge per New Employment

One Time Charge per New Employment

Payment Discount Specific

Payment Discount Specific

txtMinInvoiceAmountToBeReachedCurrency

txtMinInvoiceAmountToBeReachedCurrency

extClusterDetails

extClusterDetails

Items Delivered from Stock

Items Delivered from Stock

Print Invoice

Print Invoice

Allow

Allow

Send Pay-By List including Invoices

Send Pay-By List including Invoices

Internal Customer

Internal Customer

In Advance

In Advance

Send Pay-By List; Invoices to Debtor

Send Pay-By List; Invoices to Debtor

Charge Rent per Bank Locker

Charge Rent per Bank Locker

txtMinInvoiceAmountCurrency

txtMinInvoiceAmountCurrency

Cover Page

Cover Page

Collection Respons.

Collection Respons.

Inregistration per Client Only

Inregistration per Client Only

Phased Delivery WO

Phased Delivery WO

Print Del. Note At Outscan

Print Del. Note At Outscan

Print Invoice

Print Invoice

Suppress printing of batch delivery notes

Suppress printing of batch delivery notes

Tax Exempt Code

Tax Exempt Code

dfPowerEndDate

dfPowerEndDate

Return to Owner

Return to Owner

Allow split invoices per activity / frequency related prices at PLPC

Allow split invoices per activity / frequency related prices at PLPC

Accept Items Other Client

Accept Items Other Client

Product / Size

Product / Size

CRM Customer Number

CRM Customer Number

Return to Sender

Return to Sender

Show wearer change message in outscan

Show wearer change message in outscan

Layout

Layout

Min. Inv. Per Split Group

Min. Inv. Per Split Group

srfSalesEmpl1

srfSalesEmpl1

Outscan in Bulk no sort during outscan

Outscan in Bulk no sort during outscan

Print Stickers at Packing Station

Print Stickers at Packing Station

Transport Label Color

Transport Label Color

Service Costs

Service Costs

Print Tax on Appendix

Print Tax on Appendix

txtCreditLimitCurrency

txtCreditLimitCurrency

Service Costs

Service Costs

Use Wearer Garments Budget

Use Wearer Garments Budget

Private Persons

Private Persons

Out Scanned Items

Out Scanned Items

Print Late Pieces On Washlist

Print Late Pieces On Washlist

Charge

Charge

Price

Price

Del to Customer

Del to Customer

Optimized Load Packing

Optimized Load Packing

txtTdcCode

txtTdcCode

txtNameOnCard

txtNameOnCard

Accept only from Product List

Accept only from Product List

Label Layout

Label Layout

Display Info

Display Info

cmbPricePWB

cmbPricePWB

txtSoldToCustomer

txtSoldToCustomer

txtCocNumber

txtCocNumber

txtWastePerYear

txtWastePerYear

Sales Note

Sales Note

Is Pay by Customer

Is Pay by Customer

In Arrear

In Arrear

Internal Customer

Internal Customer

First Time Free of Charge

First Time Free of Charge

txt13Digit

txt13Digit

Obligated Use of Bank/Locker for Every Wearer

Obligated Use of Bank/Locker for Every Wearer

Mention filling of Bank/Lockers on Routelist

Mention filling of Bank/Lockers on Routelist

Charge

Charge

Inscan in Bulk allowed

Inscan in Bulk allowed

txtCreditCardNumber

txtCreditCardNumber

Restocking Fee

Restocking Fee

Send Invoice by

Send Invoice by

sfDistrict

sfDistrict

Use Presort numbers

Use Presort numbers

Contact Persons

Purpose

These are the persons at the customer that are important for your company.
It could be the manager, the owner, the purchase manager or a responsible for certain department(s).
The contactperson can also be linked to calls, to departments or even to contracts.

Important Fields

Contracts Per Customer

Purpose

Contracts contain all the negotiated contract terms for this customer.
There can be multiple contracts and amendments entered that contain the
aniversary dates, start-end dates, the automatical price adjustments,
the gain and loss reasons etc.

Important Fields

Automatic

Automatic

Wash

Wash

Lost Competitor

Lost Competitor

Gain Competitor

Gain Competitor

Consumer Price Index Based

Consumer Price Index Based

Next Anniversary Date

Next Anniversary Date

Signal only

Signal only

Signaling Weeks Before Expiration

Signaling Weeks Before Expiration

Fixed

Fixed

Purchase Order Expiration Date

Purchase Order Expiration Date

Date Inactive

Date Inactive

Continue Service

Continue Service

Purchase Order

Purchase Order

Rent

Rent

Lost Reason

Lost Reason

Sign Date

Sign Date

Replacement

Replacement

Date Active

Date Active

Purchase Order Value

Purchase Order Value

Gain Reason

Gain Reason

Contract Document

Contract Document

Account Manager

For every contract or amendment to an existing contract there is a possibility
to enter the responsible Account Manager as well.
This enables the trace ability within the organisation.

Weight

Weight

Estimated Weekly Sales

Estimated Weekly Sales

Choose contract document

Choose contract document

Sales

Sales

Contact Person

Contact Person

No

No

Sales Person (for this Contract)

For every contract or amendment to an existing contract there is a possibility
to enter the responsible sales person as well.
This enables the trace ability within the organisation.

Code

Code

srfSalesPerson

srfAccountManager

Commission Payable

Commission Payable

Image Care

Image Care

Customer

Customer

Commission Payable

Commission Payable

Invoice Comments

Purpose

In this field the comments can be entered that need to be printed in each invoice.
The comments can be entered but the length of the text is limited to the maximum
lenght of the text that is allowed on the (pre-printed layout of the) invoice.
See the system settings (if access is allowed) or ask your system supervisor
if changes to this length are requested.

Important Fields

to

to

Comment

Comment

Valid From

Valid From

Cover Page Address

Purpose

A Cover Page is used when the billing address is different for organizations
with multiple customers that receive invoices. Example:
There are 12 invoices made for 12 customers, these first need to be send to a
central address and will from there be forwarded to each billing address as known
in the customer details.

Important Fields

Contact Person

Contact Person

Extra Name 2

Extra Name 2

Extra Name 1

Extra Name 1

Name

Name

Customer Delivery Scheme

Purpose

The customer's delivery scheme is inserted during the entry of a new customer.
Here we define the possible and agreed Delivery schemes with the customer.
This could be Weekly, Every Other Week, or any other combination.
Each Scheme is related to Route/Days.
The stop number can be left empty since this is mostly not known at the moment
of entering a new customer.
The stop number will be defaulted to 0 (zero) and the Route Manager will be able
to put the new customer on the right stop within the route (see Route/Stops).

Important Fields

Delivery Scheme

Delivery Scheme

Start Week

Start Week

txtCustomer

txtCustomer

Start Week

Start Week

Customer Locker Service Charges

Purpose

When Locker Services are charged, the system enables multiple charges like;
- rent per locker, a fixed number of lockers or rent per occupied bank/locker
- service charges per delivery/product and per locker/bank
(see for details and pricing the contents of the screen: self explanatory).

Important Fields

Obligated Use of Bank/Locker for Every Wearer

If this is checked, the system will require always a choice of an available
Cupboard/Locker for every wearer that is entered in the system.
If this checkbox is not checked: the system will allow wearers without a
cupboard locker as well.

Charge Rent per Bank Locker

The rental charges will be based on the entered bank lockers in the Cupboard
Locker table.
This means that the total of Cupboard Lockers will be counted and will be charged,
disregard if the lockers are occupied or not.

Charge Service per Delivery

Based on outscanning the system will know how many garments are distributed
to the cupboards an lockers.
This delivery service can be charged for in two ways: per Garment or per Cupboard Locker.

Charge Fixed Number of Bank/Lockers

The system will not count all the Cupboard/Lockers but will take a fixed quantity
of Cupboards Lockers to be charged for.
The quantity must be entered in the box that is shown in the screen.

Charge per Occupied Locker

Not the total quantity of entered Cupboard Lockers will be charged but
only those that are occupied by a wearer.

Customer Route Information

Purpose

In this free text field instructions for the truck driver can be entered.
These instructions will appear on the route list or when the Route Assistant is
in use, on the hand held.

Important Fields

Customer Special Charges

Purpose

Per customer special charges may apply.
This pop-up dialog will enable the user to link special charges to the particular customer.
In the Special Charges dialog the special charges need to be defined first.
After this the specific conditions for this customer can be entered.
Example: Environmental charges are set up as a special charge.
In the predefined Special Charge table the default value is set to 5% per invoice.
This can be activated for this customer, or one could make the special charge
a specific value, e.g. 4.5%

Important Fields

Special Charge

Special Charge

Special Charge Default Value

This value comes from the Special Charges Dialog.
This can be overruled if the Specific for this Customer is checked.

Start Date

Start Date

Maximum Amount

Maximum Amount

Old Specific Amount

Old Specific Amount

Minimum Amount

Minimum Amount

Minimum Amount

Minimum Amount

New Specific Amount

New Specific Amount

Specific Amount for this Customer

Specific Amount for this Customer

Maximum Amount

Maximum Amount

Customer

Customer

txtType

txtType

txtFrequency

txtFrequency

txtCurrency

txtCurrency

Delivery Point

Purpose

Delivery Points are the physical locations at the customer premises where
the delivery needs to be dropped (like backdoor entrance, delivery dock 1.
If there is only one then this entry is not needed.

Important Fields

Code

Code

Delivery Address of Customer

Delivery Address of Customer

Description

Description

Specific Delivery Address

If this radio button is activated the Delivery Address of the Customer will not
be used but a specific Delivery Address can be entered.
This will be presented on the Route List.

Sort Address

Sort Address

Active

Active

Break

Break

Customer

Customer

txtBreakTo

txtBreakTo

txtBreakFrom

txtBreakFrom

Recorded at

Recorded at

GPS Length

GPS Length

GPS Width

GPS Width

Related Programs

- Activities
- Colors
- Departments

Copyright © 2002 by ABS Laundry Business Solutions, The Netherlands.

No part of this manual may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording, for any purpose without the express written permission of ABS Laundry Business Solutions.