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The Customers screen in ProTrack Warehouse maintain the information of the customers of the ProTrack Warehouse.

Field Description

Lists

. 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 the Customers tab under the maintenance Maintenance menu. The Maintain Customer screen appears.
   

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   image Customers.jpg title Fig.316 Maintain Customer

   
   Maintain Customer Field Description

1. To add a new customer:

1. 1. Access the Maintain Customer screen (Refer Maintain Customer).
   2. Type or select the relevant fields in the screen (Refer field description).

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1. Click Save to save the customer information.

   Field	Description
   Customer Name	Specify a Customer name, which is alphanumeric

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1. (Combination of Alphabets and Numbers)

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1. .
   Customer ID	Provide a unique Customer ID in the alphanumeric format.
   Customer Type	Select the type of customer from the list.

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1. 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

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   ^{Table 83. Customers Field Descriptions}

Adding Customer

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.317 Maintain Customer - Adding New Customer

   
   
   

   Info
   title Info
   Fields not in bold are not mandatory.

   
   
5. Click _{Image Added} to save the customer information.

Searching Customers

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To search for a particular Customer:

1. Click Search _{Image Added} in the Maintain Customer screen , and the Search Customer screen appears.
   

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1. image Cus Search.jpg title Fig.318

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1. Maintain Customer -

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1. Searching Customers

   
   
2. Type any of the criteria mentioned above, that is either the Customer Name or select the Customer Type from the drop down list.
   
   

   Tip
   title Tips
   To list

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1. Customers with

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1. names starting with a particular character,

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1. enter the

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1. character into the field. For example, to search

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1. customers starting with the character '

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1. C', enter '

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1. C' in the

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1. Customer Name

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1. to list

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1. customers with names starting with C. If no search criteria are specified all the customers will be listed in the 'Customer Search Results' section.

   
   
2. Click _{Image Added} Click Search in the Search Customer screen. The records for the selected criteria are listed in the 'Customer Search Results' section of the Maintain Customer screen.
   

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1. image Cus Results.jpg title Fig.319

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1. Maintain Customer -

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1. Search Results

• If no search criteria are specified all the customers are listed in the 'Customer Search Results' section.

Viewing & Editing Customers

Anchor_Toc133051380_Toc133051380View and Edit Customer
The customers can be viewed and edited from the 'Customer Search Results' section in the Maintain Customer screen.
To view and edit the customer:

1. Search and list the customer you want to view or edit in the 'Customer Search Results" section by providing search criteria (Refer Search Customers).
2. Click the Customer Name link from the 'Customer Search Results' section. The details of the Customer appear in the corresponding fields in the Maintain Customer screen.
   
   

   Info
   title Info
   All fields except Customer ID can be edited.

   
   
3. Change the required fields

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2. Click _{Image Added} to save the changes.
   

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   Tip

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1. title Tips

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1. If you have made the changes in the fields and do not want to save the details, click

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1. Image Added before you save the changes. If you want to add a customer at this point, click

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1. Image Added to clear the fields and to bring the screen to add mode.