• Home page for Customers, Suppliers and Contact Persons manual
  

• Home page for Standard ERP manual

Customer Categories - BI Card

• Introduction
  

• Header
  

• 'Pricing' card
  

• 'Accounts' card
  

• 'Web' card
  

• 'BI' card
  

• Assisted Classification Entry

---

Settings related to Contacts:

• Customer Categories, including:
  

• Header
  

• 'Pricing' card
  

• 'Accounts' card
  

• 'Web' card
  

• 'BI' card
  

• Assisted Classification Entry

• Home page for Customers, Suppliers and Contact Persons manual
  

• Home page for Standard ERP manual

Wprowadzanie klasyfikacji

Jeśli w systemie wykorzystywane są oba ustawienia to funkcja Wstaw klasyfikację wspomaga klasyfikowanie Kontrahentów w następujący sposób:

1. W nagłówku na karcie kategorii Odbiorcy znajduje się pole Klasyf.. Jeśli podasz typ klasyfikacji (lub kilka typów po przecinku), a następnie przypiszesz kategorię do karty Kontrahenta to system kontroluje, aby przed zapisaniem karty zostały podane właściwe klasyfikacje. Na przykładowo, wszystkim Kontrahentom należącym do poniższej kategorii należy przypisać klasyfikację należącą do typu LOK oraz BRA.

   

2. Wprowadzając kartę Kontrahenta należącego do tej kategorii można wykorzystać polecenie 'Wstaw' (skrót klawiaturowy Ctrl-Enter lub ⌘-Enter) w polu Klasyfikacja. Jednak zamiast standardowej listy podpowiedzi pojawi się okno 'Wstaw klasyfikację':
   

   

   W oknie 'Wstaw klasyfikację' należy wybrać klasyfikacje należące do dwóch różnych typów. Okno posiada dwa pola, po jednym dla każdej wymaganej klasyfikacji (maksymalna liczba klasyfikacji wymagana przez kategorię to 7).
   

3. Wykorzystując polecenie 'Wstaw' w poszczególnych polach okna można wybrać z listy podpowiedzi właściwe klasyfikacje. Można wykorzystać pole Inne, aby wprowadzić dodatkową klasyfikację należącą do innego typu.
   

   

4. Klasyfikacja zostanie dopisana do już zdefiniowanych w polu Klasyfikacja, jeśli klikniesz przycisk [OK] w oknie 'Wstaw klasyfikację'. Jeśli klikniesz przycisk [Zamień] wszystkie klasyfikacje zdefiniowane w polu Klasyfikacja zostaną zamienione na nowe.

Typy klasyfikacji

Typy klasyfikacji są definiowane w ustawieniach modułu CRM. Kliknij przycisk [Wybierz moduł] w Oknie Głównym i przejdź do modułu CRM. Następnie wybierz 'Ustawienia' z menu Plik lub kliknij przycisk [Ustawienia] w Oknie Głównym. Dwukrotnie kliknij 'Klasyfikacje kontrahentów - typy' na liście dostępnych ustawień.

System wspomaga klasyfikowanie Kontrahentów według różnych typów. Więcej informacji na ten ten temat zobacz: nagłówek ustawienia Kategorie kontrahentów.

Klasyfikacje kontrahentów

Ustawienie Klasyfikacje kontrahentów daje inne możliwości klasyfikowania Kontrahentów niż ustawienie Kategorie kontrahentów w Księdze Sprzedaży. Najczęściej wykorzystuje się kategorię do grupowania Kontrahentów ze względu na rodzaj działalności. Do karty Kontrahenta można przypisać tylko jedną kategorię, ale kilka klasyfikacji.

Klasyfikacje kontrahentów są dostępne jako kryterium wyboru w parametrach wielu raportów w module CRM oraz w Księdze Sprzedaży (np. Rejestr sprzedaży VAT- UE). Klasyfikacje wspomagają prowadzenie akcji mailingowych poprzez możliwość wysyłania faksów i listów do wybanej grupy Kontrahentów za pomocą kartoteki Listów kontrahentów w module CRM.

Klasyfikacje można grupować w typy, co ułatwia prowadzenie analiz.

Po zapisaniu karty klasyfikacji nie można zmienić pola Kod. Aby zmodyfikować kod należy wykorzystać ustawienia
Konwersja - Podstawowe oraz Konwersja -Klasyfikacje kontrahentów w module System. Za pomocą ustawień można zmienić kod klasyfikacji w ustawieniu oraz na wszystkich kartach, we wszystkich kartotekach systemu.

Ustawienia kontrahenta

Kliknij przycisk [Wybierz moduł] w Oknie Głównym, a następnie wybierz moduł Księga Sprzedaży. Wybierz 'Ustawienia' z menu Plik lub kliknij przycisk [Ustawienia] w Oknie Głównym. Dwukrotnie kliknij 'Ustawienia kontrahenta' na liście dostępnych ustawień. Pojawi się okno 'Ustawienia kontrahenta:Podgląd':

Domyślna kategoria

polecenie Wstaw ustawienie Kategorie kontrahentów, Księga Sprzedaży

Kategoria wprowadzona w tym polu zostanie domyślnie przypisana do nowej karty Kontrahenta. Kategoria nie zostanie przypisana, jeśli karta zostanie utworzona za pomocą polecenia 'Utwórz osobę kontaktową' z menu Specjalne.

Domyślny warunek platności

polecenie Wstaw ustawienie    Warunki płatności, Księga Sprzedaży

Warunek płatności wprowadzony w tym polu zostanie domyślnie przypisany do nowej karty Kontrahenta w polu War. płatności.

Bez masowych listów, Bez masowych maili, Zapł.niepowiązane, Zezwól na logowanie

Wybrane opcje zostaną domyślnie zaznaczone na nowej karcie Kontrahenta.

Wymagaj podania kategorii

Zaznacz opcję, jeśli chcesz, aby dla każdego Odbiorcy system wymagał podania kategorii odbiorcy.

Pokaż Regon zamiast nr NIP w oknie przeglądu

Zaznacz opcję, jeśli chcesz, aby w oknie 'Kontrahenci:Przeglądanie', 'Wstaw Odbiorcę', 'Wstaw dostawcę' pojawiła się kolumna Regon zamiast kolumny NIP. Aby uruchomić opcję należy zrestartować system.

Customer Status Report

You can save a separate record in this setting for each Person, so each user can customise the report to their particular requirements. These records are listed when you double-click 'Customer Status Report' in the 'Settings' list in the CRM module. To create a new record, click the [New] button in the Button Bar, or highlight a record in the list that is similar to the one that you are about to create and click [Duplicate].

The window shown below opens. To save a user's Customer Status Report setting, click the close box and elect to save changes.

User

Paste Special    Person register, System module

Enter the user's initials in the User field, using 'Paste Special' if necessary. Hansa will prevent you from entering more than one record for a particular Person.

Nagłówek

Użytkownik

polecenie Wstaw kartoteka    Osoby, moduł System

Wstaw podpis użytkownika w polu Użytkownik. Aby otworzyć okno podpowiedzi z listą wszystkich osób zdefiniowanych w systemie, wykorzystaj polecenie Wstaw. Dla każdego użytkownika można zdefiniować tylko jedną kartę w ustawieniu.

Customer Status Report - Card 1

Include Activities

Check this box if Done Activities are to be included whenever the user entered to the field in the header produces a Customer Status report. If you want to exclude Activities with particular Activity Types from the report, use the Exclude Activity Types field on card 2.

Include Not Done

If Activities that are not Done are to be included as well, check this box. This means Activities of all kinds will be listed. This box has no effect if the Include Activities box is not checked. The Exclude Activity Types field on card 2 also applies to Activities that are not Done.

Last Done Activities

Specify here the maximum number of Done Activities that will be shown in the report when produced by the Person in question. The most recent Done Activities will be shown. If the Include Not Done box is checked, all such Activities that are later than the earliest Done Activity will also be shown. Leave the field blank to list all Activities.

Include Invoices

Check this box if Invoices are to be listed in Customer Status Reports produced by the Person entered in the User field in the header. You should also specify which Invoices are to be included by checking the All Open box and/or entering a number in the Last Paid Invoices field.

All Open

Check this box if open (unpaid) Invoices are to be listed.

Last Paid Invoices

If you want paid Invoices to be shown in the report, specify here how many are to be included.

Include Cheques

Check this box if you would like cheques received from each Customer to be shown in the report. The Include Invoices and All Open boxes must also be checked, and the Cheques module should be present.

Include Contract Quotations

Check this box if Contract Quotations are to be included whenever the user entered to the field in the header produces a Customer Status report.

Include Closed

Check this box if you want expired Contract Quotations to be included in the listing.

Number of Contract Quotations

Specify here the maximum number of Contract Quotations that will be shown in the report.

Include Contracts

Check this box if Contracts are to be included whenever the user entered to the field in the header produces a Customer Status report.

Contract Class

Paste Special    Contract Classes setting, Contracts module

Enter a Contract Class here to restrict the listing to Contracts belonging to that Class.

Include Not OK

Check this box if you want Contracts that have not been approved to be included in the listing.

Number of Contracts

Specify here the maximum number of Contracts that will be shown in the report.

Customer Status Report - Card 2

Include Monthly Balances (12 months)

Check this box if you want monthly sales totals for the past year to be shown in the report. This information is taken from approved Invoices.

Include Customer Item, No. of months

If you want to list the Items purchased by each Customer over a particular period, check the Include Customer Item box and enter the period in the No. of Months field. The check box will have no effect if the No. of Months field is blank. This information is taken from approved Invoices.

Include Quotations

Check this box if Quotations are to be included whenever the user entered to the field in the header produces a Customer Status Report. The check box will have no effect if the Number of Quotations field is blank.

Quotation Class

Paste Special    Quotation Classes setting, Quotations module

Enter a Quotation Class here to restrict the listing to Quotations belonging to that Class.

Number of Quotations

Specify here the maximum number of Quotations that will be shown in the report, starting with the most recent. No Quotations will be shown if you do not enter a number.

Include Orders

Check this box if Orders are to be included whenever the user entered to the field in the header produces a Customer Status Report. The check box will have no effect if the Number of Orders field is blank.

Order Class

Paste Special    Order Classes setting, Sales Orders module

Enter an Order Class here to restrict the listing to Orders belonging to that Class.

Number of Orders

Specify here the maximum number of Orders that will be shown in the report, starting with the most recent. No Orders will be shown if you do not enter a number.

Exclude Activity Types

Paste Special    Activity Types setting, CRM module

If you are using the Include Activities and Include Not Done options on card 1, you can choose to remove Activities with particular Activity Types from the report. Enter the Activity Types that you want excluded here, separated by commas.

Info in Customer Status Report - Card 3

• Introduction
  

• Header
  

• Card 1
  

• Card 2
  

• Card 3

In each case, activate an option by ticking a check box on the left. Then specify the maximum number of records that are to be listed in the report using the field on the right. No records will be listed if you select an option but do not specify a maximum number.

Show Relations with other Contacts

This option will list all a Customer's Contact Persons in the Customer Status report. If you print the report to screen, you will be able to open individual Contact Person records using the Drill-down feature.

Settings related to Contacts:

• Introduction
  

• Customer Categories
  

• Classification Types
  

• Contact Classifications
  

• Contact Settings
  

• Info in Customer Status Report, including:
  
  • Header
    

  • Card 1
    

  • Card 2
    

  • Card 3
  
  
• Info in Supplier Status Report
  

• Job Titles
  

• Number Series - Contacts
  

• Supplier Categories
  

• User Defined Fields - Contacts.

• Home page for Customers, Suppliers and Contact Persons manual
  

• Home page for Standard ERP manual

Supplier Status Report

A separate record can be saved in this setting for each Person, so each user can customise the report to their particular requirements. These records are listed when first double-clicking 'Supplier Status Report' in the 'Settings' list in the CRM module. To create a new record, click the [New] button in the Button Bar, or highlight a record in the list that is similar to the one that you are about to create and click [Duplicate].

The window shown below opens. To save a user's Supplier Status Report setting, click the close box and elect to save changes.

User

Paste Special    Person register, System module

Enter the user's initials in the User field, using 'Paste Special' if necessary. Hansa will prevent you from entering more than one record for a particular Person.

Include Activities

Check this box if Done Activities are to be included whenever the user entered to the field in the header produces a Supplier Status report.

Include Not Done

If Activities that are not Done are to be included as well, check this box. This means Activities of all kinds will be listed. This box has no effect if the Include Activities box is not checked.

Last Done Activities

Specify here the maximum number of Done Activities that will be shown in the report when produced by the Person in question. The most recent Done Activities will be shown. If the Include Not Done box is checked, all such Activities that are later than the earliest Done Activity will also be shown. Leave the field blank to list all Activities.

Include Invoices

Check this box if Purchase Invoices are to be listed in Supplier Status Reports produced by the Person entered in the User field in the header. You should also specify which Invoices are to be included by checking the All Open box and/or entering a number in the Last Paid Invoices field.

All Open

Check this box if open (unpaid) Invoices are to be listed.

Last Paid Invoices

If you want paid Invoices to be shown in the report, specify here how many are to be included.

Include Goods Receipts

Check this box if Goods Receipts are to be included whenever the user entered to the field in the header produces a Supplier Status Report.

Include Monthly Balances (12 months)

Check this box if you want monthly purchase totals for the past year to be shown in the report. This information is taken from approved Purchase Invoices.

Include Supplier Item, No. of Months

If you want to list the Items purchased from each Supplier over a particular period, together with quantities and totals, check the Include Supplier Item box and enter the period in the No. of Months field. The check box will have no effect if the No. of Months field is blank. This information is taken from approved Goods Receipts.

Include Orders

Check this box if Purchase Orders are to be included whenever the user entered to the field in the header produces a Supplier Status Report. The check box will have no effect if the Number of Orders field is blank.

Order Class

Paste Special    Purchase Order Classes setting, Purchase Orders module

Enter a Purchase Order Class here to restrict the listing to Purchase Orders belonging to that Class.

Number of Orders

Specify here the maximum number of Orders that will be shown in the report, starting with the most recent. No Orders will be shown if you do not enter a number.

Job Descriptions

You can report on and mail Contacts based on their Job Description. It is therefore recommended that this setting be used not to record actual job titles (which vary from company to company) but generic job descriptions. This would enable you to report on or mail Contacts with similar roles but varying job titles.

On double-clicking 'Job Descriptions' in the 'Settings' list, the following window appears:

Number Series - Contacts

Use this setting to define these sequences, or Number Series. The different series should not overlap. If you leave the setting empty, Contact Numbers will start at 1 and continue consecutively. If you want to start from another number, simply specify it in a new Contact record before saving.

Once you have defined number sequences for Contacts, you can optionally use the Number Series Defaults setting in the System module to specify the number sequence that is to be used by default. The first new Contact that you enter will take its Number from the number sequence specified in the Number Series Defaults setting or otherwise from the first valid Number Series in this setting. For a particular Contact, any user can change to the first unused number in any other valid Number Series using 'Paste Special'.

When you save each Contact for the first time, its Contact Number will also be saved in the Number Series Defaults setting. So, if you used 'Paste Special' to change to another Number Series, that Number Series will provide the default Number for the next new Contact.

You should define Number Series - Contacts using the setting in the Sales Ledger. Use the [Module] button in the Master Control panel to enter the Sales Ledger and then click the [Settings] button, also in the Master Control panel. Double-click 'Number Series - Contacts' in the resulting list. The following window appears:

Note that you can only enter numeric characters in the Number Series - Contacts setting, but Contact Numbers can also contain alpha characters. So, you can only set numeric number sequences, but when entering Contacts you can use alpha characters providing you remain within the sequence. For example, if you have a sequence of 1-100, you will be able to use Contact Numbers 1, 1A, 1B, 2 and so on, but not A1 or B1. You will also be able to use Contact Numbers with leading zeros (001, 002 and so on), but you will need to set this format in the first Contact you enter or in the Number Series Defaults setting, not in the Number Series setting. The format will be remembered for subsequent Contacts.

---

Settings related to Contacts:

• Introduction
  

• Customer Categories
  

• Classification Types
  

• Contact Classifications
  

• Contact Settings
  

• Info in Customer Status Report
  

• Info in Supplier Status Report
  

• Job Titles
  

• Number Series - Contacts
  

• Supplier Categories
  

• User Defined Fields - Contacts.

• Home page for Customers, Suppliers and Contact Persons manual
  

• Home page for Standard ERP manual

Supplier Categories

Use the Modules menu to enter the Purchase Ledger and then select 'Settings' from the File menu or click [Settings] in the Master Control panel. Double-click 'Supplier Categories' in the resulting list. The 'Supplier Categories: Browse' window is displayed, showing all Categories previously entered. Click [New] to enter a new record, and [Save] to save it.

Code

Specify a unique code, by which the Supplier Category may be identified from the Supplier screen and elsewhere in Hansa.

Description

Enter text describing the Supplier Category here.

Creditor Account

Paste Special    Account register, Nominal Ledger/System module

Specify here the Creditor Account that you wish to be credited by the Nominal Ledger Transactions created when Purchase Invoices are raised for Suppliers of this Category.

If a Creditor Account is specified both for a Supplier Category and for a Supplier that belongs to that Category, that entered for the Supplier will take precedence. If no Creditor Account is specified for a Category or a Supplier, it will be taken from the Creditor, On Account or Cash Accounts specified in the Account Usage P/L setting.

If you have Sub-ledger Checking switched on, any Account entered here must first be defined as a Creditor Control Account. Sub-ledger Checking is switched on using the check box on card 1 of the Account Usage P/L setting, and Control Accounts are defined using the Sub-ledger Control Accounts setting in the System module.

On Account A/C

Paste Special    Account register, Nominal Ledger/System module

This account is used when you can buy on account from a Supplier ((i.e. when you can pay before you have received the Invoice). To allow this, you must check the On Account check box for each individual Supplier affected (on the 'Terms' card of the Supplier screen). When a purchase is made from account Suppliers in this Category, this Account will be used in place of the default Creditor Account. When a Prepayment or On Account Payment is issued to a Supplier belonging to this Category, it will be debited to this Account. Subsequently, when the Invoice is received and allocated to that Payment, the same Account is credited in place of the default Creditor Account. Please refer to the On Account Payments and Prepayments page for full details of this process.

If an On Account A/C is specified for an individual Supplier, it will be used in place of the one entered here. If no On Account A/C is specified for a Supplier or for the Category to which it belongs, it will be taken from the On Account A/C specified in the Account Usage P/L setting (card 2).

User Defined Fields

Use the Modules menu to enter the CRM module and then select 'Settings' from the File menu or click [Settings] in the Master Control panel. Double-click 'User Defined Fields' in the resulting list. The 'User Defined Field Labels: Inspect' window opens. Make changes as required and then click the [Save] button in the Button Bar to save changes and close the window. Click the close box if you do not want to save changes.

User Defined Fields - Card 1

User Defined Fields - Card 2