Editing customer information, Adding customer shipping information, Ease refer to – IntelliTrack Inventory Shipping Receiving Picking (ISRP) User Manual

Page 134: Adding customer shipping

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NTELLI

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RACK

ISRP

V

8.1

User Manual

106

5.

When you are finished adding customer information, click the Save
button found along the bottom of the form to save the customer infor-
mation.

Editing
Customer
Information

To edit customer information (the information found in the Customers
tab), click the drop-down arrow found in the Customer ID field at the top
of the form and select the customer whose information you want to edit
from the drop-down list that appears. Next, edit the desired fields. When
you are finished click the Save button found along the bottom of the form
to save any data changes.

Adding
Customer
Shipping
Information

Customer shipping information is also added to the system in the Custom-
ers form. To enter shipping information for a customer, please refer to the
instructions below:

1.

In the Customers form, click the drop-down arrow found in the Cus-
tomer
ID field at the top of the form and select the customer for whom
you want to enter shipping information.

2.

Next, click the Customer Ship To IDs tab to bring this section to the
front:

3.

Enter a Ship To ID for this customer in the Ship To ID field (the Ship
To ID must be different than the Customer ID entered for this cus-
tomer in the Customers tab of this form for the system to accept the
customer shipping information). Press the <Tab> key to advance to the
Company Name field.

4.

Enter the name of the company in the Company Name field. Press the
<Tab> key to advance to the next field.

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