Customers

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

Field Description

Field	Description
Customer ID	Must match exactly the ID sent in the WMS transaction feed.
Customer Name	As it will appear on reports.
Customer Type	Values = Customer or Consignee.

Lists

Departure Reason	Discipline Reason	Source of Hire	Incentive Reason
Terminated	Not enough hours in primary Activity	Internet	Safety violation
Leave of absence		Referral	Excessive absence

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.

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.

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

The Customers can be searched for by providing the following search criteria in the Search Customer screen:

Customer Name
Customer Type

To search for a particular Customer:

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

Maintain Customer - Search Customer

1. Type any of the criteria mentioned above, that is Customer Name or Customer Type.

To list the customers with Customer Names starting with a particular character, you can use the Wildcard character, '%' (to represent a group of characters). For example, to search the Customers starting with the character 'P', enter 'P%' in the Customers Name field to list Customer such as 'Puma', 'Polo' and so on.

1. 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.

Maintain Customer - Customer Search Results

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

View 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 from the 'Customer Search Results' section. The details of the Customer appear in the corresponding fields in the Maintain Customer screen.

All fields except Customer ID can be edited.
1. Change the required fields and click Save to save the changes.

Maintain Customers - Edit Customers

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

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