Documentation for ProTrack Warehouse 7.5.

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

  • There can only be one Customer for each assignment in the WMS transaction feed. Otherwise, the Standards will not be applied correctly and thus the reporting will not be accurate.

Accessing the Maintain Customer Screen
Maintain Customer screen contains information on adding, modifying and deleting the customer records. Only users with Admin privileges can add and delete customer records.

  1. To access the Maintain Customer screen:


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



Maintain Customer
Add Customers
You can add customer(s) information in the Maintain Customer screen.

  1. To add a new customer:


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



Maintain Customer - Add Customer

    1. Click Save to save the customer information.


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. Consignee is the default value

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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