The folder's customer links the folder structure to a customer in the customer register. The folder's tag identifies the folder in the mobile app. A tag intended for an individual device, or Spot, is attached in the Spot's own details.
Prepare to attach the customer or tag
Attach customers and tags in the browser. You need permission to edit the folder and permission to view customers and tags so that you can search for them in the selection lists. Permission to edit the folder does not in itself give you permission to edit the customer's details in the customer register. If the fields are read-only or the customer or tag you want is missing, ask an administrator to check your permissions.
The customer and tag must already exist in their registers before you can select them. If needed, see creating a customer and managing the tag register.
In the browser's main menu, open Folder tree and its view of the same name. Click the folder's name to open its form. Before making changes, check that you are working with the correct folder and its subfolder structure.
Select, change or detach the folder's customer
- Open the Customer tab in the folder form. The customer selection is in its Customer section.
- Search by the customer's name in the Customer of the folder field and select the customer from the list. To change the customer, select a new customer. To detach the customer, select the first, blank option in the list.
- Select Save at the bottom of the form.
The saved customer change applies to the folder and all its subfolders. The new customer also replaces any other customers previously selected for the subfolders. A blank selection removes the customer link from the entire subfolder structure. The customer in the customer register, the folders and the Spots are not deleted.
A Spot's customer is determined by the customer of its own folder. Changing a folder's customer therefore also changes the customer associated with the Spots in that folder and its subfolders. Before saving, check whether the entire structure belongs to the same customer. A new subfolder inherits the customer from its parent folder if a customer has been set for the parent. The customer change is recorded in the folder's change history; the subfolders' history entries are generated in the background.
When is it impossible to change or detach the customer?
The change is blocked if the current customer of the folder being edited, or of any of its subfolders, has contracts. The check covers all contracts belonging to these customers: it is not limited to active contracts or to contracts related to Spots in this folder structure. A different customer in a subfolder can therefore also prevent you from changing the parent folder's customer.
If saving produces a message about the customer's contracts, review the current customers throughout the structure and their contracts with an administrator. Do not assume that simply changing a contract's status will allow you to change or remove the customer link.
Distinguish linking a customer from editing the customer's details
Customer information, in the Customer section of the Customer tab, is a separate expandable section. It displays the details of the selected customer from the customer register. If you change these details, use the section's Save customer information button. This updates the customer itself and requires permission to edit the customer.
The customer link alone is saved using the folder form's Save button. Saving the customer's details and saving the folder's customer link are separate actions: a change saved separately to the customer is not undone if you close the folder form without saving.
What does The folder is the delivery customer mean?
The same tab has a separate Delivery customer section. Its The folder is the delivery customer option allows you to fill in the folder's own Delivery customer information and Delivery customer's billing information sections. These details include identifiers, contact details and a billing address, for example.
This option does not in itself link the folder to a customer in the customer register. That link is still made in the Customer of the folder field. You do not need to select the delivery customer option simply because you are selecting a customer for the folder. The folder's delivery customer information is saved using the folder form's Save button.
Attach, change or detach the folder's tag
- Open the Basic info tab in the folder form. The Tag field is next to the Name field.
- Search for the tag by its surface number and select it from the list. The list offers available tags and the current tag of the folder being edited.
- To change the tag, select a new available tag. To detach the tag, select the first, blank option in the list.
- Select Save at the bottom of the form.
A folder has one tag attachment. Selecting a new tag detaches the old tag from the folder and attaches the new one. A blank selection detaches the current tag. The detached tag remains in the tag register and becomes available to attach again; the folder is not deleted. Selecting a tag for a folder does not attach the same tag to its subfolders or Spots.
Also check the surface number on the physical tag. If you cannot find the tag, check the surface number, your viewing permission and whether the tag is already attached to another Spot, folder or warehouse slot. Check the existing attachment in the tag register before changing it.
The attachment determines which folder the user finds with the tag. On Android, a folder tag opens the folder's contents view; on iOS, it opens the Browse view for that folder. A Spot's tag opens the Spot's details. Reading a tag does not bypass the folder's viewing permissions.
Check the result after saving
Reopen the folder after saving. Check Customer of the folder on the Customer tab and Tag on the Basic info tab. Also check the customer in representative subfolders, especially those that previously had a different customer. If needed, test reading the physical tag in the mobile app with a user who has permission to view the folder.
Check the tag even after saving fails. The tag attachment is processed before the folder's details are validated, so an error when saving the folder does not guarantee that the tag remains unchanged. This also applies to an error caused by the customer's contracts. Reopen the folder, check the actual tag attachment and correct the selection if needed. At the same time, check which customer remains saved.