1. Why Client Master Data Matters
Client master data defines how orders are placed, shipped, invoiced, and followed up.
If client data is incomplete or inconsistent, even a well-organised warehouse will face:
- wrong delivery addresses
- incorrect invoicing details
- missing contact persons
- delays in order confirmation
- confusion between similar clients
For small and medium-sized companies, a clean and structured client database is essential for reliable operations
and professional customer service. This web tool helps you build and maintain that database in a simple and practical way.
2. What the Client Management Web Tool Does
This application allows you to:
- register new clients in a structured format
- store key information such as billing and delivery details
- maintain contact persons and communication channels
- assign client codes for use in WMS/ERP/CRM systems
- export data into a clean CSV file for imports or reporting
The tool is designed to be easy to use and does not require any technical background. It is ideal for SMEs that need control over client records without complex software.
3. When to Use This Tool
Use the Client Management Web Tool when:
- you start working with new customers
- you want to centralize scattered client lists into one structured file
- you are preparing data for a future WMS, ERP, or CRM
- you need a standard format for sharing client data with partners
- you want to align sales, logistics, and finance around the same client information
It can be used both as a one-time data-cleaning project and as an ongoing maintenance tool.
4. Key Fields and Why They Are Important
Typical fields included in the tool:
- Client Code – unique identifier used in systems and documents
- Client Name – official name used for contracts and invoices
- Billing Address – required for correct invoicing
- Delivery Address – required for correct shipping and routing
- VAT / Tax ID – mandatory for legal and fiscal compliance
- Contact Person(s) – used for order confirmation and problem solving
- Email and Phone – communication channels for daily operations
- Notes / Special Instructions – delivery windows, access restrictions, etc.
Having all these fields filled and standardized reduces friction across departments.
5. FAQ
Do I need separate billing and delivery addresses?
Yes — many clients use different locations for invoicing and deliveries.
Can I use this file in my ERP or WMS?
Yes — the exported CSV can be adapted or mapped to your system’s import format.
How often should client data be reviewed?
At least once per year, or whenever you notice repeated errors or returns.
Is a client code mandatory?
It is highly recommended — codes avoid confusion between similar names.
6. Best Practices for Client Master Data
✔ use clear and unique client codes
✔ avoid abbreviations that are hard to understand
✔ keep at least one valid phone number and email per client
✔ update records when clients change address or ownership
✔ mark inactive clients instead of deleting them
✔ align client names with those used in contracts and invoices
Good client data reduces mistakes in order entry, picking, shipping, and invoicing.
7. How This Tool Fits into the Master Data Workflow
The Client Management Web Tool is part of a broader master data ecosystem:
- Register clients in this tool
- Register suppliers in the Supplier Management Tool
- Register products in the Product Registration Application
- Generate product logistics sheets
- Assign products to warehouse locations
- Merge CSV files for import into WMS/ERP
Together, these tools help you build a complete and consistent master data foundation.