Filling "Partners" sheet in masterdata upload Excel

Following information can be described about your customers:

BRANCH INFO:

• PartnerCode - code of partner in your ERP
• GLN
• Branch name - name of customer branch (shop)
• Contact person first name - first name of branch contact person
• Contact person last name - last name of branch contact person
• Branch phone
• Branch fax
• Branch email
• Address 1
• City
• Postal code
• County
• Country code - 2 symbol country code, eg EE
• USERID - information about your company users, that can view this partner info. For details of how to fill view below

ADDITIONAL BRANCH INFO:

• Pricat Party Code - can be left empty in this case means, that customer is using base prices and can see full set of products. To assign customer specific assortment fill in with PartnerCode of this customer in your ERP
• Minimum order sum - you can set minimum order sum for this customer
• Assortment products only (YES/NO) - if customer should only see products included into his specific assortment, set value to "YES". If not, then leave empty or filled with "NO"
• Additional info - enter additional info about branch
• Next visit - you can set future date for customer visit

COMPANY INFO:

• Company name
• Company RegNum
• Company VATRegNum
• Address 1
• City
• PostalCode
• County
• Country Code

CONTRACT INFO:

• Contract no
• Contract begin date
• Contract end date
• Payment method
• Payment terms
• Credit limit
• Penalty %
• Outstanding amount
• Overdue amount
• Contract additional info.

RULES:

• You must at least fill in following information about partners:
  • PartnerCode
  • Branch name
  • Address1
  • City
  • UserID
  • Company Name
  • Address 1
  • City
• Only unique Partner entries are allowed

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