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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:
- Log in to ProTrack Warehouse.
Select Customer under the Configuration menu. The Maintain Customer screen appears.
Fig.1 Maintain CustomerMaintain 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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