Summary
In short
- A customer master data and terms setup is a record used in KnowLogistics that creates the customer record covering codes, credit limit, payment terms, delivery addresses, ordering method and any specific requirements accepted. It is built against ISO 9001 cl.7.5 and forms part of the Customer and Carrier Onboarding programme.
- Completed at onboarding and on change. Carried out by master data with commercial.
- The template holds 50 fields across 5 sections.
- Scoring is set up correctly first time, where high is good.
- ISO 9001 is quality management systems. The international standard for consistently meeting customer and regulatory requirements. Certifiable.
- It connects to the rest of the library: links Customer Register and Requirement Review.
What it is
What it is
What is a customer master data and terms setup?
A customer master data and terms setup is a record used in KnowLogistics that creates the customer record covering codes, credit limit, payment terms, delivery addresses, ordering method and any specific requirements accepted. It is built against ISO 9001 cl.7.5 and forms part of the Customer and Carrier Onboarding programme.
When is a customer master data and terms setup completed?
A customer master data and terms setup is completed at the moment the event happens, rather than reconstructed afterwards. Completed at onboarding and on change.
When to use it
When to use it, and when not to
This record is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.
Use it for
- The event or activity this record covers has occurred, or is about to
- The workspace is being set up, or the register needs an entry added or retired
- You are running the Customer and Carrier Onboarding programme and this is one of its steps
- A linked record needs this one to exist: links customer register and requirement review
Not for
- Customer Onboarding Record, which takes a new customer from won to able to receive product, covering credit, terms, specifications, delivery constraints, labelling requirements and system setup.
- Carrier Onboarding and Qualification, which qualifies a new haulier or courier before they carry anything, covering operator licence, insurance, vehicle standards, temperature capability, driver vetting and the service levels agreed.
- Anything outside KnowLogistics, which belongs in the workspace that owns that process
Standards
What it is built against
ISO 9001Quality management systems
The international standard for consistently meeting customer and regulatory requirements. Certifiable.
ISOInternational Organization for Standardization
A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
FAQ
Frequently asked questions
What is the customer master data and terms setup template based on?+
It is built against ISO 9001 cl.7.5. ISO 9001 is quality management systems. The international standard for consistently meeting customer and regulatory requirements. Certifiable. ISO is international Organization for Standardization. A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
What sections does the customer master data and terms setup contain?+
There are 5 sections: header, commercial data, operational data, requirements carried into the system, outcome. Together they hold 50 fields, 42 of which are required.
How many customer master data and terms setup records should we have?+
This is a singleton. One record per workspace, set up once and maintained, rather than one per event. Other templates refer back to it.
Which programme does the customer master data and terms setup belong to?+
It is part of Customer and Carrier Onboarding. Requirements accepted in a tender reaching the despatch bay rather than staying in the tender.
How is a customer master data and terms setup scored?+
Scoring is set up correctly first time. High is good. Scores exist to make the form tell you something, not to produce a percentage for its own sake.
Can the customer master data and terms setup template be changed?+
Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.
The agents
What the agents do with it
The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.
Holds the customer master data and terms setup library against your registers, routes each record to its owner, and keeps the evidence trail together.
Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.
This template lives in KnowLogistics — supply chain execution. Inbound, outbound, inventory, yard, claims, supplier lifecycle and customs.
Meet KnowLogistics→Sources
Sources
- ISO 9001 — Quality management systems
- ISO — International Organization for Standardization