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Customer & supplier transfer

  • System infrastructure definitions - BSAT -Configuration Settings - Transfers - Customer - Supplier transfer page.
  • Download the template to your computer with the Download Template button on the screen that appears.
  • Fill in the excel you downloaded with the mandatory fields (Customer/Vendor Code ( * ), Customer Name , M/S Type) filled.
  • The records you will add to Excel must be new records that are not registered on the QDMS side. If there are any of the records you have added to Excel that are registered on the QDMS side, the system will give an error.
  • After the Excel is filled, press the Upload Template button on the same screen and select the excel you filled.
  • After Excel is selected, press the check button. (If there is an error in excel here, the system will write the error in front of you. If there is no error, the information 'Data is suitable for transfer' will be displayed and the Transfer button will be active.
  • Finally, the transfer you press the transfer button will be completed.

The explanations of the fields are as follows;

Customer/Vendor Code: The code defined for the relevant customer or supplier. Customer Name: The name of the customer or supplier. M/S Type: The code field in which the customer or supplier distinction is made. If it is a customer, the code 'M' must be sent, and if it is a supplier, the code 'S' must be sent. Supplier Group Code: It should be sent in accordance with the code on the supplier groups page. Workplace Code: It is indicated for which workplace the customer or supplier is located. If there are records belonging to more than one workplace, they can be added to the bottom lines and sent. Address: The address of the customer or supplier. Province Code: The license plate code of the province where the customer or supplier is located. Country Code: The code of the country where the customer or supplier is located. Phone: The phone number of the responsible person on the customer or supplier side. Mobile Phone: The mobile phone of the responsible person on the customer or supplier side. Fax: The fax number of the responsible person on the customer or supplier side. Responsible: Name and surname of the responsible person on the customer or supplier side. E-Mail: The e-mail address of the responsible person on the customer or supplier side. Language: The code of the language to be used (example: 'TR' for Turkish, 'EN' for English). Description: Additional information or clarifications.