Skip to content

Customer

As an ILS administrator or company administrator, you can add, edit, or delete customer information using Customer.

Add Customer

  1. Login into ILS Web Portal.
  2. Navigate to the Customer page.
  3. To add customer, Click New icon.
  4. Enter the required details.
  5. Click Save.
Field Required Description
Customer Code Enter the ILS Customer code. Maximum is 10 characters.
Name The name of the customer. Maximum is 41 characters.
Full Name The full name of the customer. Maximum is 209 characters.
Phone Enter the customer phone number for contact.
Email Enter the customer email address for contact.
Account Number The customer account number.
Business Number The customer business number.
EDI Account The EDI account number.
Open Balance Auto calculated open balance for the customer.
Balance Auto calculated balance for the customer.
Low Balance Low balance limit for the customer account.
Credit Limit Credit amount for the customer account.
Parent ILS Customer Code To include selected customer products in TMS.
Label Pre Load Pre load label. Allowed values are: PreGen on Master Create and PreGen on Order Create.
Start Date Start date of the customer in ILS. Most cases it will be the day when customer record is created.
End Date End date of the customer in ILS.
Print Packing Slip Indicates when to print the packing slip. Allowed values are: None, Master Create and Outbound Scan. Default value: None
OBCode Generate Indicates how to generate the outbound code. Allowed values are: Max, and OutboundId. Default value: Max.
  • When its Max, outbound code will be generated as <CustomerCode>-<WarehouseCode>-<Max Sequence of customer>.
  • When its OutboundId, outbound code will be generated as <CustomerCode>-<WarehouseCode>-<Max Id of outbound>.
Status Whether the customer is active or not. Default value: checked.
Inbound Scan Req Whether the inbound scan is required or not. Default value: checked.
Inbound FE Create Whether to allow users to create inbound in portal or not. Default value: checked.
Outbound Scan Req Whether the outbound scan is required or not. Default value: checked.
Outbound FE Create Whether to allow users to create outbound in portal or not. Default value: checked.
Outbound Scan FIFO Whether the outbound scan order is First In First Out (FIFO). Default value: not checked.
Ebay Merchant Does this customer has Ebay merchant account. Default value: not checked.
Serial Enabled Whether the has serial tracking. Default value: not checked.
Inbound Palletize Whether to palletize the inbound or not. Default value: not checked.
API Create Override When the existing record found, API should update the record with latest detail or fail the request with existing record error message. Default value: not checked.
Customer API Enable When the ILS API account is enabled for the customer. Default value: not checked.
Drop Ship Direct Default value: not checked.
Split Transaction System Wise Default value: not checked.
Preferred Shipping Channel Default value: not checked.
Outbound Parcel / TMS Address Validation Whether to validate the address for outbound parcel and TMS shipping labels. Default value: not checked.
Default Metric Default value: not checked.
Allow Negative Avail Whether to allow orders to be created with negative inventory. Default value: not checked.
In-Out Merged Report Default value: not checked.
Billing Address The combination of number, street name. etc of billing customer address.
Billing City The name of city, town, etc of customer billing address.
Billing State The State or Province codes. The Format and presence of this field may vary depending on the country.
Billing Country Specify the ISO Alpha2 code of the country.
Billing Postal Code The Postal Code which is an identification code of a region (usually small) for easier and accurate mail/package delivery. The format and presence of this field may vary depending on the country.
Use Ship Address as Parcel Sender Whether to use this address as shipping address while generating parcel labels.
Ship Name The customer name to use in shipping label as sender.
Ship Phone The customer contact number to use in shipping label as sender.
Shipping Address The combination of number, street name. etc of shipping customer address.
Shipping City The name of city, town, etc of customer shipping address.
Shipping State The State or Province codes. The Format and presence of this field may vary depending on the country.
Shipping Country Specify the ISO Alpha2 code of the country.
Shipping Postal Code The Postal Code which is an identification code of a region (usually small) for easier and accurate mail/package delivery. The format and presence of this field may vary depending on the country.
Customer Type Indicates the customer type for ILS. Allowed values are: Both, TMS Only and WMS Only. Default value: Both.
Fedex Signature Signature type to use for fedex shipping labels. Allowed values are: No Signature Required, Direct, Indirect, Adult and Service Default.
UPS Signature Signature type to use for UPS shipping labels. Allowed values are: No Signature Required, Direct, Indirect, Adult and Service Default.
TMS Price Group Allowed values are: Own Account.
WMS Price Level WMS price plans for shipping labels.
API Selection Type Indicates how to select the shipping API for label generation. Allowed values are: Default API and Nearest Warehouse API. Default value: Default API.
Allow Auto Select Channel? Whether to auto select the shipping channel.
Channels Select the list of shipping channels the customer.
Warehouses Select the list of warehouses for the customer.

Edit Customer

  1. Login into ILS Web Portal.
  2. Navigate to the Customer page.
  3. To edit customer information, Click Edit icon from the corresponding record.
  4. Edit the information as needed.
  5. Click Save.

Clone Customer

  1. Login into ILS Web Portal.
  2. Navigate to the Customer page.
  3. To clone customer information, Click Clone icon from the corresponding record.
  4. Edit the information as needed.
  5. Click Save.

Import Customer

  1. Login into ILS Web Portal.
  2. Navigate to the Customer page.
  3. To import customers, Click Import icon located above the data table.
  4. In the import drawer, download the template and fill the required information.
  5. Click Browse to upload the prepared file.
  6. Click Import.

Delete Customer

  1. Login into ILS Web Portal.
  2. Navigate to the Customer page.
  3. To delete customer record, Click delete icon from the corresponding record.
Copyright © 2024 - 2025 jeztech.com