Item Customers

This screen is accessed from the Item Master screen and clicking on the 'Related' Button down the right hand side.   Item Customers screen allows you to define the Item Code that Customers use when referring to Ostendo’s internal Item Code.  The Customer Item Code can be printed on Order Acknowledgement and Invoice documents.  Additionally, if the ‘Advanced Searching’ checkbox is set in screen File>System Configuration>System Settings, you can search an Item Listing by entering the Customer’s Item Code and locate your internal equivalent.

 

List Tab

 

Display fields

 

Item Number: This is the Item Number identity against which the Unit Of Measure is being maintained.

 

Description: Description of the Item taken from the Inventory record

 

Unit: The base Unit of Measure for the Item taken from the Inventory record

 

Data Display Options

 

Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

 

Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:

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To sort the data in a selected column simply click on the column heading.  Clicking against will sort in descending order.

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Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom…) to enter detailed selection criteria.

 

Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed.  To revert back to displaying all records click on the ‘Eraser’ Icon

 

Buttons

 

Close: This will close the Item Customers screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: This will go to the ‘Detail’ screen and position the cursor ready for entry of a new Item Customer record.

 

Save: Not applicable to the Item Customers List panel

 

Cancel: Not applicable to the Item Customers List panel

 

Delete: Not applicable to the Item Customers List panel

 

 

Detail Tab

 

Entry and Display fields

 

The Item to which these Item Customer records relate is shown at the top of this panel.

 

Item Code: Display only field showing the Item Number selected in the List panel

 

Unit: Display only field showing the base Unit of Measure for this Item as held against the Item Master record

 

Description: Display only field showing the Description of this Item as held against the Item Master record.

 

Customer:  From the drop-down list select the Customer whose Item Code is being linked to the above Item.

 

Customer Code: Enter the Item Code by which the Customer refers to the above Code.  No checks are made on this entry.

 

Unit: This is prefilled with the base Unit of measure for the Ostendo Item.  By using the drop-down list it can be amended to any other Unit applicable to this Customer Item

 

Conversion:  This represents the conversion factor between the Customer’s Unit of Measure and the Item’s base Unit of Measure as defined in the Item Master record.  This is used as follows.  If the Customer’s Unit of Measure is ‘Drum’ and the base Unit of Measure in Ostendo is ‘Litres’ and 1 drum contains 50 Litres then enter 50 into this field.  This allows you to order and despatch in the Customer’s UOM.  This field is prefilled with a conversion factor of 1 but can be amended as required.

 

Customer Description: Open format field where you can enter the Customer’s description of the Item.  No checks are made on this entry.

 

 

Buttons

 

Close: This will close the Item Customers screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: This will send the cursor to a new line for entry of a new Item Customer record.

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made to the current Item Customer record or the last time the ‘Save’ Button was pressed will be lost.

 

Delete: This will delete the selected Item Customer record