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Customer module

Customer summary applet

  • Customer number is a next number (meaning a Sequence Number?)
  • Company name is the ParagonERP customer name.
  • Contact information is a general contact person.
  • Phone is the company telephone number (it is possible to also store department (contact) phone numbers)

Attributes applet

Attributes can be used to drive order characteristics like descriptions, prices and vat and perform validations like credit limit, customer on hold and required fields. Most attributes however just have an information or reporting goal. When a module is mentioned, an attribute has a feature logic.

Dutch English Description Module
Algemeen General    
Website Website    
Taal Language Language of documents

Order, Invoice
Valuta Currency Currency of order Order, Invoice
Company Type Company Type Debiteur or Crediteur Minox
Company Name Company Name Minox company name Minox 
       
Klantgroep Customer group    
Klant Prijsgroep Customer price group Could be discount is setup on customer price group Order, Sales discount,
Prijslijst Pricebook Price will be taken from this pricebook Order, Pricebook
Betalingsconditie Payment terms Calculate payment due date Order, Pricebook
PO nummer verplicht PO number mandatory No feature yet Order
Alert verkoop Alert sales order For information only  
Order type Order type For information only  
Verkoopmanager Sales person For information only

Order
Commissie % Commission %   Order
Commissie group Commission group    
       
Klant geblokkeerd Customer on hold Validation at order entry (warning) and at issue (error) Order
Kredietlimiet Credit limit Validation at order entry (error) Order
BTW regime VAT applicable Used for VAT calculation Order, VAT calculation
ICP Zone ICP zone For information only Order
ICP Zone ICP Zone   Minox
BTW nummer VAT number Used for VAT calculation Order, VAT calculation
KVK nummer COC number For information only  
GLN code GLN code To be used when e-documents need to be sent  
EORI nummer EORI For information only  
Peppol ID Peppol ID To be used when e-invoices need to be sent  
IBAN IBAN To be used when automatic debit is being used  
BIC BIC For information only  
Bank naam Bank name For information only  
Land bank Bank country For information only  
Divisie Division    
       
Aflevermethode Delivery method For information only Order
Verzendmethode Shipping method For information only  
Aflevercontact Delivery contact name For information only Order
Aflevercontact telefoon Delivery contact phone For information only Order
Deellevering Partial delivery For information only  
Alert levering Alert shipment For information only  
Ship via Ship via For information only  
       
Email Email By default this email is used for sending all documents. It is possible to configure email templates to use one of the emails below. Order, Email
Contact informatie Contact information    
Email offerte Email quote   Quote
Email orderbevestiging Email order confirmation   Order
Email pakinstructie Email pack note    
Email verzendbon Email shipping notification    
Email factuur Email invoice   Invoice
Email betalingsherinnering Email reminder    
Electronische factuur Electronic invoice    
Electronische ASN Electronic ASN    
Factuur aflever methode Invoice delivery method    
       
Webwinkel Webshop    
Webshop klantnummer Webshop customer number To support integration with webshop Webshop, Order
Email adres van Webshop klant Webshop customer email address To support integration with webshop Webshop, Order
Interface datum Interface date    
Verkoopkanaal Sales channel    
Factuurtekst Invoice text    
Vennootschapsbelasting      
Interface selectie datum Interface select date    
Minox debitor number      
Minos transmissie status      
Last sent to Minox      

Addresses

ParagonERP aways works with 2 addresses; a billing address and a shipping address. Addresses can be configured in the Customer module.

Their is always 1 default address for billing (Bill to address) and for shipping (ship to address). These are the addresses shown in the customer module. The highlighted header (1) determines the type of address. When performing 2, all bill to or ship to addresses are shown. It is possible to change the default address by selecting an address from the list. It is also possible to create a new address (3). 

For address creation Google address search is used. It is possible to search for a company (see image below), to search for an address, or to enter an address manually. The formatted address applet will show the address shown on documents.

Interface configuration

Customer id, name and number usage

Customer

Application

System API

Database

Experience API
Database id (invisible) id id   CompanyID
Customer number Code name Short description customerCode
Name Company name pgn_company_name   companyName
Name (Minox) Company Name bedrijfsnaam   companyName

Trigger customer

A customer has 1 or more Sales channels and an interface select date supporting integration with external applications. The sales channel will contain all applications the customer is integrated with, while the interface select date is used as a trigger to send a new or changed customer to an external application.

If any of the following fields are modified, the interface select date is set. This will trigger a transfer of the customer to an external application like SimpleSimon.

  • COMPANY_NAME: 'pgnCompanyName',
  • CONTACT_NAME: 'pgnContactName',
  • EMAIL: 'email',
  • PHONE: 'phone',
  • URL: 'url',
  • EXTERNAL_CUSTOMER_CODE: 'pgnExternalCustomerCode',
  • WEBSHOP_EMAIL_ADDRESS: 'pgnWebshopEmailAddress',
  • PICTURE: 'picture',
  • NOTEPAD: 'notepad',
  • SALES_CHANNEL: 'pgnSalesChannel',
  • PO_REQUIRED: 'pgnPoRequired',
  • ORDER_TYPE: 'pgnOrderType',
  • PAYMENT_TERMS: 'paymentTerms',
  • VAT_CODE: 'pgnVatCode',
  • VAT_APPLICABLE: 'pgnVatApplicable',
  • ICP_ZONE: 'pgnIcpZone',
  • EORI: 'pgnEori',
  • COC_NO: 'pgnCocNo',
  • PEPPOL_ID: 'pgnPeppolID',
  • GLN_CODE: 'pgnGlnCode',
  • CUSTOMER_GROUP: 'pgnCustomerGroup',
  • PRICEBOOK: 'priceBook',
  • CUSTOMER_PRICE_GROUP: 'customerPriceGroup',
  • SALESREP_VERIFIED: 'salesrepVerified',
  • ALERT_SALES: 'pgnAlertSales',
  • VENDOR_GROUP: 'pgnVendorGroup',
  • BIC: 'pgnBic',
  • IBAN: 'pgnIban',
  • BANK_NAME: 'pgnBankName',
  • BANK_COUNTRY: 'pgnBankCountry',
  • DELIVERY_METHOD: 'pgnDeliveryMethod',
  • DEL_CONTACT_PERSON: 'pgnDelContactPerson',
  • DEL_CONTACT_PHONE: 'pgnDelContactPhone',
  • SHIP_VIA: 'shipVia',
  • PARTIAL_DEL_ALLOWED: 'pgnPartialDelAllowed',
  • CARRIER: 'carrier',
  • MAIL_QUOTE: 'pgnMailQuote',
  • MAIL_CONFIRMATION: 'pgnMailConfirmation',
  • MAIL_ASN: 'pgnMailASN',
  • MAIL_INVOICE: 'pgnMailInvoice',
  • INVOICE_DELIVERY_METHOD: 'pgnInvoiceDeliveryMethod',
  • EINVOICE: 'pgnEInvoice'