Page History

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

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   image Customers.jpg title Fig.295 316 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 83. Customers Field Descriptions}

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1. To add a new customer:
   
2. Type the Customer Name.
3. Type the Customer ID.
4. Select the Customer Type from the drop down list.
   
   

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   image Cus New.jpg title Fig.296 317 Maintain Customer - Adding New Customer

   
   
   

   Info
   title Info
   Fields not in bold are not mandatory.

   
   
5. Click to save the customer information.

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1. Click in the Maintain Customer screen and the Search Customer screen appears.
   
   

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   image Cus Search.jpg title Fig.297 318 Maintain Customer - Searching Customers

   
   
2. Type either the Customer Name or select the Customer Type from the drop down list.
   
   

   Tip
   title Tips
   To list Customers with names starting with a particular character, enter the character into the field. For example, to search customers starting with the character 'C', enter 'C' in the Customer Name to list customers with names starting with C. If no search criteria are specified all the customers will be listed in the 'Customer Search Results' section.

   
   
3. Click in the Search Customer screen. The records for the selected criteria are listed in the 'Customer Search Results' section.
   
   

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   image Cus Results.jpg title Fig.298 319 Maintain Customer - Search Results

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