v. Download Excel

This knowledge base article will guide users to download and manage the customer form from the PRISM Joomla Website.

DOWNLOADING EXCEL (CUSTOMERS FORM)

To download the customer form. Login to PRISM Joomla Portal and then go to PRISM and then Customers.

Click on Download Excel.

On the pop up window, select the download option and then click on Download.

Download Options

1. Download Template with selected customers – This will dowload the customer form with preselected customers
Download Excel – 2 BarcodeA pps © 2016
from the PRISM Joomla Website.
2. Download Empty – This will download a blank customer form. Typically used by new customers to upload their
clients on the PRISM Joomla Website.

Save the form on your computer. Now you can start to fill out the form and once done you can start uploading it.
(See Uploading Excel Form)

Customers Form Field Definitions

Telephone: Mandatory: Holds the customer main telephone number (Characters up to 40). This doesn’t have to be unique, although it is recommended.
CustomerCode: Mandatory: Holds the customer code. (Characters up to 20). Each code must me unique.
CustomerName: Mandatory: Holds a customer name (usually the business name) Characters up to 100.
Address: Optional: Holds the customer address (Street number, name, type, unit number). Characters up to 70
City: Optional: Holds the customer city. Characters up to 100
StateProv: Optional: Holds the customer state (if US location) or province (if Canada location). Characters up to 4
PostalZip: Optional: Holds the customer zip code (if US location) or postal code (if Canada location). Characters up to 10
EMAIL: Optional: Holds the customer email address. Works in key with the field zzz to give the customer access to several Prism apps (Prism for iPad and Prism website) Characters up to 50
WEB: Optional: Holds the customer website URL. Characters up to 50
Fax: Optional: Holds the customer fax number. Characters up to 12
Cell: Optional: Holds the customer cell number. Characters up to 12
BilltoPhone: Optional: This is actually the customer code of the BILL TO if the customer is part of a Bill To Ship to setting. For example if a company has a head office in Toronto and 3 ship to stores then PRISM will require 4 customers where the BILL TO is a customer and the ship to’s are also customers but in their case the BILL TO
code would be inserted in this field. Characters up to 20
HeadOfficeName: Optional: As per explanation above this is the name of the Head Office (Optional) Characters up to 50
+PaymentTerms +: Optional: Terms of payment assigned to this customers Characters up to 20
RepCode: Optional: Holds the code of the rep (sales person) who represents the customer. Characters up to 30
Contact1: Optional: Holds the name of the main contact person for the customer. Characters up to 20
Contact2: Optional: Holds the name of the secondary contact person for the customer. Characters up to 20
Notes: Optional: Holds any customer comments that will be displayed on the Customer Details screen of all Prism
products. Characters up to 50
Num1: Optional: Holds the tax rate that applies to the customer for the first tax type (e.g. 15, 10, etc.). Integer
numbers NO decimals
Num2: Optional: Holds the tax rate that applies to the customer for the second tax type (e.g. 15, 10, etc.). Integer
numbers NO decimals
BVWh: Optional: Warehouse attached to that customer in BV Characters up to 3
zzz: Holds the customer password that works in key with the email for access to several Prism programs such as the customer login on the iPad app and the customer login on the online shopping website. Characters up to 9

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