Managing Locales for Customers and Suppliers

Overview

Effectively managing locales for your customers and suppliers ensures that shipping documents are generated in the correct language and formatting. Plex ERP offers a dynamic printing feature that allows users to preview documents in the language and formats associated with their entity while printing them using the locale specified in the customer or supplier address. This guide will walk you through the steps to set up these locales in your Plex ERP system.

Importance of Locale Management

Understanding locale management is crucial for businesses operating in multilingual markets. Proper locale setup helps to:

• Enhance communication with customers and suppliers by delivering documents in their preferred language.
• Improve the overall customer experience by ensuring accurate formatting that meets local standards.
• Reduce confusion that may arise from using the wrong language or document formats.

A business case for effective locale management would involve a company expanding its operations into a new region where customers speak different languages. By implementing locale settings, they ensure compliance with local preferences, bolstering customer satisfaction and operational efficiency.

Setting Up Locales for Customers

Specify the Locale for a Customer

1. Access the Customers Screen: Start by navigating to the Customers screen in Plex ERP.
2. Adjust Filters and Click Search: Use filters to find the specific customer you wish to edit.
3. Click the Customer Code Link: Select the customer from the grid.
4. Access Customer Details: Click on Customer Details in the submenu.
5. Edit Dynamic Printing Locale: In the Classification section, locate the Dynamic Printing Locale field and specify the appropriate locale for the customer's documents.
   • Tip: Click the button next to the field to display the Dynamic Printing Locale Pick List dialog box, which shows formats and examples for all available locales.
6. Click OK: Save your changes.

Specify the Locale for a Customer Address

1. Access the Customers Screen: Navigate to the Customers screen.
2. Adjust Filters and Click Search: Find the specific customer address.
3. Click on Customer Addresses: Access the Customer Addresses screen from the options.
4. Select Customer Address Code: Click the address code you want to edit.
5. Go to Shipping Details: Click on Shipping in the Action Bar to open the Shipping Detail form.
6. Edit Dynamic Printing Locale: For the Dynamic Printing Locale field, specify the locale for the customer address.
   • Tip: Again, use the pick list for available options.
7. Click OK: Save the updates.

Setting Up Locales for Suppliers

Specify the Locale for a Supplier

1. Access the Suppliers Screen: Go to the Suppliers screen in Plex ERP.
2. Adjust Filters and Click Search: Search for the desired supplier by adjusting the filters.
3. Click the Supplier Code Link: Select the supplier from the grid.
4. Edit Dynamic Printing Locale: In the Details section, specify the locale for the supplier's documents under the Dynamic Printing Locale field.
   • Tip: Use the pick list for formats and examples.
5. Click OK: Save your changes.

Specify the Locale for a Supplier Address

1. Access the Suppliers Screen: Navigate to the Suppliers screen.
2. Adjust Filters and Click Search: Locate the specific supplier address you wish to modify.
3. Click on Addresses: Select the Add/Delete Addresses link to manage supplier addresses.
4. Select Address Code: Click the address code you want to edit.
5. Edit Dynamic Printing Locale: Specify the locale for the supplier address in the Dynamic Printing Locale field.
   • Tip: Refer to the pick list for available locales.
6. Click OK: Save your modifications.

Uploading Customers and Suppliers with Locales Specified

When uploading customer and supplier data, ensure to use the Dynamic_Printing_Locale_Identifier column to specify locales. The same value for this identifier will be applied to both the supplier and their addresses.

For additional help with setting up locales or managing customer and supplier records, please refer to the Plex ERP documentation or contact our support team.