Created for FDC for Sogebras
Created by Kevin Woodin
Created on 4/22/2012
Updated as of 4/22/2012 6:16 PM
- use 2 browsers so you can view a current customer to see what needs to be filled out.
- try and use right side for viewing and left side for building.
- we currently only have 2 role types (Sys Admin and CSM Admin)
- Users are setup to see all customers. (we will need to change that when adding other customers in the future)
1.1- copy new customer logo to directory in CVS.
2 admin > system > customer admin
2.1- check to see what the next customer id is.
2.2- click add new customer.
2.3- you put in the information given, if you don't have it, then use standards. i.e. street 'some street'.
2.4- complete all required fields.
2.5- customer id =518
2.6- customer code= FDC
2.7- customer name =FDC International
2.8- customer short description =FDC
2.9- customer logo path is /wms/cmslogos/logo_fdc.png
2.10- customer stripe path is /wms/cmslogos/white_stripe.gif
2.11- address1= SOME STREET
2.12- country= FRANCE
2.13- city= CITY
2.14- state = STATE
2.15- zip= 12345
2.16- customer contact name= FDC
2.17- customer contact email= firstname.lastname@example.org
2.18- lenoir contact phone number= TBD
2.19- part validation
2.20- serial controlled
2.22- you can't put in a default warehouses until you add them
3 admin > system > warehouse admin
3.1- copy warehouse setup from existing warehouse if customer will be using the same warehouse.
3.2- Set country before setting timezone.
3.3- warehouse code=FDC
3.4- warehouse type= ONSITE
3.5- country= FRANCE
3.6- warehouse time zone= CET - Europe Central
3.7- warehouse name= Chez SOGEBRAS
3.8- address 1= 3 RUE ILE CHUPIN
3.9- address 2= ZI CHEVIRE AMONT
3.10- state= BOUGUENAIS
3.11- city= BOUGUENAIS
3.12- zip= 44340
3.13- Work phone= +33 2 40 65 38 76
3.14- email= email@example.com
3.15- default shipper= DHL
6 admin > system > customer admin
5 admin > customer > warehouse admin
5.1- we don't have any FEs or Parts, super user will need to do that part.
5.2- edit existing as well so you can see the setup of an existing warehouse.
5.3- click add
5.4- warehouse code= FDC
5.5- click on enable sourcing.
5.6- external warehouse code= FDC
5.7- Enter hours of operation.
6.1- default warehouse= FDC
7 admin > customer > level of service admin
7.1- Assigned (Aujourd'hui, 1 Jour, 2 Jours, 3 Jours, 4, Jours, 5, Jours)
8 role perms
8.1 there are none for any customer, we are doing them at the global level.
Order Type Admin
9 admin > customer > order type admin
9.1- assigned NRM
9.2- assign features (allocate, create return, allow from address edit, select bin)
ASN Type Admin
10 admin > customer > ASN type admin
10.1- assigned NRM
10.2- assign features (good product)
11 admin > customer > country admin
11.2- timezones are setup at system level for each country, so you shouldn't have to set that.
11.3- I had to add one for India= IST (Indian Standard Time)
12.1- super user can create carriers
12.2- super user can create fe's