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The Customers screen in ProTrack Warehouse maintain the information of the customers. This screen contains information on adding, modifying and deleting the customer records. Only users with Admin privileges can add and delete customer records.

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To access the Maintain Customer screen:

  1. Log in to ProTrack Warehouse.
  2. Select Customer under the Configuration menu. The Maintain Customer screen appears.


    Fig.1 Maintain Customer

     

    Maintain Customer Field Description

    Field

    Description

    Customer Name

    Specify a Customer name, which is alphanumeric (Combination of Alphabets and Numbers).

    Customer ID

    Provide a unique Customer ID in the alphanumeric format.

    Customer Type

    Select the type of customer from the list.

    Contact name

    Type the contact name of customer in the alphanumeric format.

    Contact title

    Type the contact title of customer in the alphanumeric format.

    Address 1

    Type the first line of address of customer location in the alphanumeric format.

    Address 2

    Type the second line of address of customer, if any in the alphanumeric format.

    Telephone 1

    Type the customer's phone number in numeric format.

    Telephone 2

    Type the customer's alternative phone number, if any in the numeric format.

    City

    Type the customer's city in the alphanumeric format.

    State

    Type the customer's state in the alphanumeric format.

    Country

    Select the customer's country.

    Description

    Type the description about customer in the alphanumeric format.

    Table 1. Customers Field Descriptions

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