This article is in regard to setting up an additional Attribute Set called [CUSTOMER NAME] EDI Store to help us find Customers/ GLNs. Example: Target EDI Store.
This page on the DEAR site is a good resource: https://support.dearsystems.com/support/solutions/articles/11000069653-additional-attributes#CreateAttributes
Creating a new attribute set in DEAR
Creating a new attribute set:
- Go to Settings → Reference Books → Other Items → Additional Attributes.
- Click + to add a new attribute set. A pop-up window will open.
- You can add up to 10 additional attributes per attribute set. Choose the Attribute Type for each attribute from the dropdown list. Available types are:
- List: Only values from the list can be selected for this attribute. Enter values separated by commas or semi-colons into the Values field.
- Text: Free-form text attribute with a max length of 256 symbols.
- Checkbox: True or false value displayed in the form of a checkbox.
- Not Used: This attribute will not have a value or be displayed as part of the attribute set.
- Save when you are finished. You will now be able to select this attribute set for products, suppliers and customers. Send a screen shot of this screen to your TOE Project Manager.
Assigning additional attributes to a customer/supplier in DEAR
Once you have created an Attribute Set, it can also be assigned to a customer or supplier.
Assigning additional attributes to a customer:
- Navigate to Sales → Customers. Create a new customer or select a customer to assign the attribute set to.
- Select the attribute set you want to apply from the Attribute Set dropdown menu. Only one attribute set can be assigned to a customer at a time.
- An Additional Attributes tab will appear in the customer information area. You can now fill in the additional attribute custom fields.
- Save your changes when you are done.
Here is an example where you have set-up an attribute set for a Target Corporation Customer: