Customer Master File Maintenance Policy

Subscriber Content
Screenshot of the first page of Customer Master File Maintenance Policy

The purpose of this policy is to establish the guidelines for setting up new customers and modifying existing customer information in company systems. This document outlines steps for new customer set-up requests, rush set-up requests, and customer information changes.

This policy applies to all employees responsible for the initiation and execution of changes to the customer master file in the ERP system. It does not apply to setups or changes related to product pricing or customer credit. customer service managers and supervisors are responsible for ensuring compliance. Under this policy, changes to the customer master file, follow a systematic and defined process.

Free Trial

Sign up for a free, no-obligation trial to start exploring our timesaving, valuable resources.