How to setup Customer Master Data in Weclapp
Step by step guide to configure your customer master data
Creating Trading Partner GLNs
Open customer card
Open a customer’s customer card and add or change addresses by clicking on the “plus” sign.
Check relevant fields
Check all boxes relevant to this address. Pay attention to different billing or delivery addresses. These must be created separately - details can be found in the official Weclapp documentation.
Enter GLN
Paste the GLN into the appropriate field located at the bottom.
Please be careful not to include spaces or other special characters - the GLN must adhere to the GS1 standards.
Creating Trading Partner Sales Tax IDs
Open customer card
Set up the sales tax ID / VAT ID in your customer’s master data.
Enter VAT ID
To do this, open a corresponding customer and in the “Overview” tab scroll down to the “VAT ID number” field and enter the customer’s VAT ID there.
The correct setup of the VAT ID is particularly important for the correct tax treatment in cross-border trade.
Master Data Checklist
Use this checklist to ensure that all necessary master data is correctly stored:
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