Customer/Suppliers Management

Suppliers are available in Professional, Premium and Enterprise versions of One Stop Order Processing

The following dialog is displayed to either show all the customers/suppliers or those available for selection.



You can find a specific customer or supplier by typing in the Find text area and clicking on the Find button. This will look in all fields for the customers or suppliers. You can also filter customers or suppliers on all of the main customer/supplier details.

You can tick the Wholesale only option to show Wholesale customers. These are customers that have the Wholesale option ticked. This can be useful if you want to only show a subset of customers. To enable the Wholesale option for a customer if you select the customer and click on the View Details button.

Viewing orders for a customer (available in Professional, Premium and Enterprise versions of One Stop Order Processing)

You can also view all the orders for a specific customer by selecting the required customer and clicking the right mouse button and selecting the Show Orders for this Customer's ID menu option. This will show all the orders for a customer from the same buyer ID.

Exporting orders

You can use the Export button to take the customers/suppliers out of One Stop Order Processing into a CSV file. You can then manipulate your customers/suppliers in Excel before importing back in again (or importing to a 3rd party system).

You can also use this facility to import custoner/supplier details from other systems. The format of the CSV file is shown below:

Import file format
 The import file is a standard CSV (Comma Separated Value) file. The first line contains the field names separated by a comma (,). Each subsequent line contains values for those fields, each value being separated by a comma (,). Microsoft Excel can export information as a CSV file. You can create a template (example CSV file) by using the Export button and exporting an existing customer or supplier.

The customer/supplier import file can contain any of the fields described below, in any order. If you do not know any of the information for a field don't include the field in the file to import. This is described below.

Minimum requirements for an import file
You must have at least 1 of the red fields in your import file to create a valid One Stop Order Processing customer/supplier.

Field Name
This should appear in the first line of the file

Description
ID Unique identifier for the customer or supplier. You can use any format that you like (e.g. 12345 or ROBERTSONS).
Name Name of the customer/supplier. This is normally a person's name, e.g. John Smythe.
Company Company name used, e.g. Saysuid Ltd
Address1 First line of customer's/suppliers address
Address2 Second line of customer's/suppliers address
Address3 Third line of customer's/suppliers address
Address4 Fourth line of customer's/suppliers address
County Customer's/Supplier's county
Postcode Postcode of customer/supplier
Country Country
VATNumber VAT number of company
Fax Fax number
Tel Telephone number
Email Email address
Type Type of details. 0 = Invoice customer, 1 = Delivery customer, 2 = Supplier
Code Code used for customer. This is your internal name used for the customer/supplier
Notes Notes entered for the customer/supplier.
Wholesale Wholesale customer? 0 = Not a Wholesale customer 1 = Wholesale customer