Customer

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.

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}

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.
   
   
   ^{Fig.2 Maintain Customer - Adding New Customer}

    

   Info

   • Bolded fields are mandatory, all other fields are optional.
5. Click  to save the customer information.

Searching Customers

To search for a particular Customer:

1. Click  in the Maintain Customer screen and the Search Customer screen appears.
   
   
   ^{Fig.3 Maintain Customer - Searching Customers}

    

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

   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.
   
   
   ^{Fig.4 Maintain Customer - Search Results}

    

Viewing & Editing Customers

To view and edit the customer:

1. Search and list the customer you want to view or edit in the 'Customer Search Results" section.

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.

3. Change the required fields.

4. Click  to save the changes.
    

   Tips

   • If you have made the changes in the fields and do not want to save the details, click before you save the changes.
   • If you want to add a customer at this point, click to clear the fields and to bring the screen to add mode.