Use GWMS to Manage Customer Businesses

Updated: 2026-05-21

1. Scenario

Definition: A business record is the service relationship that has already been enabled for one customer in one warehouse, such as Drop Shipping, Stock Transfer, or Return Processing.

Purpose: The business page is used to review which services are already enabled for a customer, apply a predefined quotation sheet to one customer and one or more warehouses, and review or extend the quotation sheets linked to that business.

Applicable scenarios:

• Review the businesses that are already enabled for one customer.
• Create a business for an existing customer from one predefined quotation sheet.
• Open the quotation list linked to one business and review the quotation details.
• Add a new quotation sheet for an existing business when pricing or the effective date changes.

Not applicable:

• If you need to create a first-time quotation for a new customer, use Business Quotation.
• If you only need to review saved customer quotation records, use Business Quotation Sheet.
• If you need to maintain reusable quotation templates, use Predefined Quotation Sheet.

2. Operation Guide

Prerequisites

Please confirm the following before you start:

1. Your account can open GWMS-Quotation and Business-Business.
2. If you need to add a business, the customer already exists in the system.
3. If you need to add a business, at least one predefined quotation sheet is already available.
4. The target warehouse is already maintained and can be used for the selected customer.
5. The quotation prices, effective date, and customer scope have already been confirmed before submission.

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. The top area shows the search filters, the middle area shows actions such as Add New and Export, and the lower area shows the business list.

The current page supports filters such as:

• Name
• Customer
• Warehouse
• Effective Date

The main list columns include:

• Biz Id
• Business Type
• Customer
• Name
• Warehouse
• Description
• Quotation

2.2 Add a customer business

Applicable scenario: The customer already exists, and the warehouse needs to apply one predefined quotation sheet to that customer and one or more warehouses.

1. On the business list page, click Add New.
2. The system opens the add business dialog.
3. Enter Name.
4. Select Customer.
5. Select Warehouse. This field supports selecting one or more warehouses.
6. Select Quotation.
7. Select Effective Date.
8. If you need to record extra scope notes or pricing remarks, enter Description.
9. Click Confirm.

System result:

• After the save succeeds, the business list is refreshed.
• The system creates business records based on the selected warehouse scope and the business types contained in the quotation sheet.
• The system also generates effective quotation sheets linked to the created business records.

2.3 Handle required-field validation when adding a business

The following fields are required in the add business dialog:

• Name
• Customer
• Warehouse
• Quotation
• Effective Date

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

Please complete the required fields and submit again. If the dropdown list does not show a customer, warehouse, or quotation sheet, maintain that master data first and then return to this page.

2.4 Review the quotation sheets linked to one business

Applicable scenario: You need to confirm which quotation sheets are currently linked to one business, or check the effective date of the quotation that should be used.

1. Find the target business in the list.
2. In the Quotation column, click the View icon.
3. The system opens the quotation list panel.
4. Review the linked quotation sheet records.
5. If you need to open the quotation details, click the View icon inside the quotation list.
6. If you need to export one quotation, use the export action in that quotation row.

After you click View, the system opens the quotation detail page. Review the quotation name, effective date, applicable warehouse, business tabs, and charge items there.

When reviewing quotation details, focus on:

• Whether the Effective Date matches the actual execution period.
• Whether the warehouse matches the current business.
• Whether the business scope and charge items match the customer agreement.

2.5 Add a new quotation sheet for an existing business

Applicable scenario: The business already exists, but a new quotation sheet is needed because the price, scope, or effective date has changed.

1. Find the target business in the list.
2. In the Quotation column, click the Add new quotation action.
3. The system opens GWMS-Quotation and Business-Business Quotation.
4. Continue maintaining the quotation name, effective date, charge items, discounts, and prices on that page.
5. Save the quotation on the Business Quotation page after the changes are complete.

2.6 Export the business list

1. Set the filters you need, such as Name, Customer, Warehouse, or Effective Date.
2. Click Search to narrow down the result scope.
3. Click Export.
4. The system downloads the current business list as an Excel file.

The export action is on the same business list page shown in section 2.1. Use the filters first if you only need part of the business records.

3. Additional Notes

3.1 Relationship between predefined quotation sheets, businesses, and business quotation sheets

• Predefined Quotation Sheet: A reusable internal quotation template maintained by the warehouse.
• Business: The actual customer service relationship enabled for one warehouse.
• Business Quotation Sheet: The quotation record linked to that business and used to store effective dates, price details, and charge items.

When you add a business from a predefined quotation sheet, the system applies the template to the selected customer and warehouse scope, then generates business records and linked quotation sheets.

3.2 How the effective date is used

The Effective Date decides when the quotation starts to apply. Before adding a business or adding a new quotation sheet, confirm the effective date with the contract, quotation confirmation, or internal approval result.

If one business has multiple quotation sheets, review the effective date first and then choose the quotation that matches the actual business date.

3.3 Adding one business to multiple warehouses

The warehouse field supports multiple selections. If multiple warehouses are selected, the system creates corresponding business records for those warehouses.

Before you save, confirm:

• The customer can actually use every selected warehouse.
• The selected quotation sheet is suitable for every selected warehouse.
• Different warehouses do not require different prices. If they do, maintain separate quotations instead of reusing one template directly.

3.4 Downstream impact

After a business is enabled, related inbound, outbound, inventory, and billing pages may use that business as a selectable scope or as a charging basis. Keep the business name and description clear enough for warehouse, customer service, and finance teams to identify the correct business record later.

4. FAQ

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

A1: Confirm that the customer master data already exists and that your account can view that customer. If the customer is not available in the dropdown list, maintain the customer record first and then return to the business page.

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

A2: The add business dialog uses predefined quotation sheets. Open Predefined Quotation Sheet first and confirm that a reusable quotation template already exists.

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

A3: If the selected quotation sheet contains multiple business types, or if you selected multiple warehouses, the system creates the corresponding business records for each valid combination.

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

A4: Start with the effective date. Choose the quotation sheet whose effective period matches the actual business date that you are checking.

Q5: Why does the system open Business Quotation when I click Add new quotation?

A5: That action is used to create a new quotation sheet for the current business. The list page is only the entry point, while the actual quotation maintenance is completed on the Business Quotation page.