Manage Customer Businesses

Updated: 2026-08-11

1. Scenario

Business records show which service types have been enabled for a customer in a warehouse, such as drop shipping, stock transfer, container deconsolidation and transfer, labeling and relabeling, and return processing. A business record links customer, warehouse, business type, and quotation form. Downstream documents, fees, and quotation reviews can use this information.

This article is for warehouse operations, customer service, implementation, and finance teams that need to:

• View businesses already enabled for a customer.
• Add a business for an existing customer from a predefined quotation form.
• Review historical quotation forms linked to a business.
• Add a new business quotation form for an existing business.
• Edit business name and description. For return-processing businesses, maintain the agreed disposition.

This page is not for preparing a full first-time quotation for a new customer. For a new customer quotation, go to Business Quotation. For saved quotation records, go to Business Quotation Form. For standard templates, go to Predefined Quotation Form.

2. Operation Guide

Prerequisites

Confirm the following before you start:

1. Your account can open GWMS-Quotation and Business-Business.
2. To add a business, the customer profile already exists.
3. To add a business, an available predefined quotation form already exists.
4. To add a business, the target warehouse has already been maintained.
5. To add a new quotation, the target business already exists in the list.

2.1 Open the Business page

Menu path: GWMS-Quotation and Business-Business

1. Sign in to GWMS.
2. In the left navigation, expand Quotation and Business.
3. Click Business.
4. After the page opens, search by business name, customer, warehouse, or effective date.

System result:

• The filter area includes Name, Customer, Warehouse, and Effective Date.
• The list includes Biz Id, Business Type, Customer Code, Name, Warehouse, Description, and Quotation.
• The top action area includes Add and Export. The upper-right settings can adjust filters and table columns.
• The Quotation column provides actions for viewing quotations, adding a new quotation form, and editing business information.

In the screenshot:

1. The filter area helps locate records by business, customer, warehouse, and date.
2. The top buttons add a business or export the list.
3. The business list shows customer, warehouse, business type, and quotation action entries.

2.2 Add a customer business

Applicable scenario: The customer already exists, and the warehouse needs to apply a predefined quotation form to that customer and one or more warehouses so the business can be selected by later documents.

1. On the business list page, click Add.
2. GWMS opens the Add New Business dialog.
3. Enter Name. A clear name usually includes customer abbreviation, business type, and warehouse or region.
4. Select Customer.
5. Select Applicable Warehouse. This field supports multiple selections.
6. Select Quotation. The selected quotation is an existing predefined quotation form.
7. Select Effective Date.
8. If you need to record business scope or pricing remarks, enter Description.
9. Click Confirm.

System result:

• After the save succeeds, GWMS shows a success message and refreshes the business list.
• GWMS creates business records according to the selected warehouses and the business types included in the predefined quotation form.
• GWMS also creates effective quotation forms linked to those business records.
• If one predefined quotation form contains multiple business types, GWMS creates multiple business records by business type.

In the screenshot:

1. The dialog title shows that a business is being added.
2. The field area is used to select customer, warehouse, quotation, and effective date. Applicable Warehouse and Quotation determine the generated business scope and quotation source.

2.3 Handle required-field validation when adding a business

The following fields are required in the Add New Business dialog:

• Name
• Customer
• Applicable Warehouse
• Quotation
• Effective Date

If you click Confirm before completing required fields, GWMS marks the missing fields and shows validation messages below them.

Complete the required fields and submit again. If the dropdown does not show a customer, warehouse, or quotation form, maintain the corresponding master data first and then return to this page.

2.4 Review quotation forms linked to a business

Applicable scenario: You need to confirm which quotation forms are currently linked to a business or check a quotation's effective date.

1. Find the target business in the list.
2. In the Quotation column, click the View icon.
3. GWMS opens the Quotation List dialog.
4. Review Quotation, effective date, and warehouse information.
5. To view quotation details, click the View icon in a quotation row.
6. To export a quotation, click the Excel export icon in that quotation row.

System result:

• Quotation List shows quotation records linked to the current business.
• Quotation details open in read-only mode and do not change business or quotation status.
• Exporting Excel does not change quotation status.

In the screenshot:

1. Quotation List shows quotation name, effective date, warehouse, and view/export entries. If the current business has no historical quotation, the list shows no data.

2.5 Add a new quotation form for an existing business

Applicable scenario: The business already exists, but a new quotation form is needed because of a price change, service-scope change, or new effective date.

1. Find the target business in the list.
2. In the Quotation column, click the Add new quotation icon.
3. GWMS opens GWMS-Quotation and Business-Business Quotation.
4. The page brings in the current business, customer, and warehouse information, and hides fields that should not be selected again for this business.
5. If the current business has no historical quotation, GWMS loads the latest service guide.
6. Maintain business name, effective date, charge items, base prices, or full pricing fields.
7. Click Save.

System result:

• After the new quotation is saved, it becomes a new quotation form for the current business.
• When entering from the Business page, do not create a quotation for another customer or another warehouse.
• To prepare a full quotation for a new customer, open GWMS-Quotation and Business-Business Quotation directly from the menu.

2.6 Edit business information

1. Find the target business in the list.
2. In the Quotation column, click the Edit icon.
3. GWMS opens the Modify Business dialog.
4. Modify Name or Description.
5. If the business type is return processing, select Agreed Disposition.
6. Click Confirm.

System result:

• Common businesses support maintaining business name and description.
• Return-processing businesses show Agreed Disposition.
• After you select an agreed disposition, GWMS writes the corresponding explanation into the description so it can be reviewed later.

In the screenshot:

1. The dialog title shows that a business is being modified.
2. Agreed Disposition is shown only for return-processing businesses.

2.7 Export the business list

1. Set filters such as Name, Customer, Warehouse, or Effective Date.
2. Click Search to confirm the result scope.
3. Click Export.
4. GWMS downloads the business list Excel file.

System result:

• The export file is used for internal review of enabled business scope.
• Common fields include business ID, business type, customer, business name, warehouse, and description.
• Keep exported customer and quotation information according to your company's data-handling requirements.

3. Additional Notes

3.1 Relationship between business, quotation form, and predefined quotation form

• Predefined Quotation Form: A standard quotation template maintained by the warehouse.
• Business: A specific service type enabled for a customer in a warehouse, used by later documents and billing.
• Business Quotation Form: The customer's actual quotation record, including business type, warehouse, effective date, and charge items.

When adding a business from a predefined quotation form, GWMS applies the template to the selected customer and warehouses, then creates the business and linked effective quotation forms. When using Add new quotation, GWMS adds another quotation form to an existing business.

3.2 Adding businesses for multiple warehouses

Applicable Warehouse supports multiple selections. If multiple warehouses are selected, GWMS creates corresponding business records by warehouse and creates linked quotation forms for them.

Before saving, confirm:

• Each selected warehouse is actually available to the customer.
• The selected predefined quotation form is suitable for all selected warehouses.
• Different warehouses do not require different prices. If prices differ, create or adjust quotations separately.

3.3 How effective date is used

Effective Date determines when the quotation starts to apply. Before adding a business or a new quotation form, confirm the effective date against the contract, email confirmation, or quotation approval record.

If one business has multiple quotation forms, review the effective dates in Quotation List and choose the quotation that covers the actual business date.

3.4 Impact on documents and billing

After a business is enabled, inbound, outbound, inventory, and billing pages may use that business as a selectable scope or as a pricing basis. A vague business name can make it harder for customer service, warehouse, and finance users to choose the correct business later.

Use a business name that includes customer, business type, and warehouse information. Record special pricing rules, scope notes, or internal confirmation information in the description.

4. FAQ

Q1: Why can't I find the customer when adding a business?

A1: Confirm that the customer profile has been created and that your account can view it. You can search the customer name or customer code in customer management first.

Q2: Why can't I find a selectable quotation form?

A2: Adding a business uses predefined quotation forms. Open GWMS-Quotation and Business-Predefined Quotation Form and confirm that an available template exists. If none exists, create and save a template first.

Q3: Why were multiple business records generated after I added one business?

A3: If the predefined quotation form contains multiple business types, or if multiple warehouses were selected, GWMS creates records by business type and warehouse. Search by business name, customer, or warehouse to review the generated records.

Q4: There are multiple quotation forms in the quotation list. Which one should I review?

A4: Start with Effective Date. When reviewing a business or fee that happened on a specific date, choose the quotation form that covers that date. If it is still unclear, check the customer agreement, quotation confirmation, and quotation-form status.

Q5: Why can I not reselect customer and warehouse after clicking Add new quotation from the Business page?

A5: This entry adds a quotation form to the current business. GWMS brings in the current business, customer, warehouse, and business type. To quote another customer or warehouse, open Business Quotation directly from the menu.

Q6: Why is Agreed Disposition shown only for return processing?

A6: The field records how returned items should be handled after arriving at the warehouse. Other business types do not use return-item disposition, so the field is not shown in their edit dialogs.