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Τεχνολογία

Master data

Σύντομη απάντηση

Core reference data - customers, products, prices, organisational units - for which a single source of truth is defined across the application landscape.

Βασικά συμπεράσματα

  • Customers and delivery points, identified by tax ID and customer code
  • Products, with unit of measure, internal code and barcode
  • Price lists and commercial terms per customer
  • Organisational structure: reps, territories, teams

What master data covers

  • Customers and delivery points, identified by tax ID and customer code
  • Products, with unit of measure, internal code and barcode
  • Price lists and commercial terms per customer
  • Organisational structure: reps, territories, teams

Why it is the first stage of any implementation

Every report, forecast and automation rests on this data. A duplicated customer produces two partial histories, two forecasts, and a rep unaware a colleague works the same account.

The practical deduplication rule

Deduplicate by tax identifier, not by name. Names vary by abbreviation, diacritics and legal form; the tax identifier does not.

Πραγματικό παράδειγμα

In an import of 6,800 customers, deduplicating by name found 210 duplicates; deduplicating by tax ID found 640.

Ενημέρωση:

Συχνές ερωτήσεις

Who is accountable for master data quality?+

A named owner per data set - usually commercial for customers, operations for products. Without a named owner, quality steadily degrades.

How often should it be cleaned?+

Continuously, through validation rules at creation, plus a quarterly review of inactive records and likely duplicates.

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Σχετικοί όροι

Τεχνολογία

CRM-ERP integration

Controlled data exchange between CRM and ERP with a single owning system per entity, so no duplicates or contradictory values appear.

Τεχνολογία

Bidirectional synchronisation

Two-way data exchange between systems, with explicit precedence rules defining what happens when the same record changes in both places.