Rice Lake OnTrak Truck Scale Data Management - Operation Manual - Manual (Page 24)

20 OnTrak Manual
Figure 4-2. Edit Customer dialog box.
3. In the Customer ID text box, type a desired identification number.
4. In the Name text box, type the customer’s name.
5. To complete Bill to Address and Ship to Address , click the respective buttons and enter the billing and
shipping information.
6. In the Contact Name text box, type the name of the customer’s contact person, if desired.
7. Complete the Phone and Fax text boxes as appropriate.
8. To create a custom inbound or outbound ticket for this customer, click the Inbound Ticket or Outbound
Ticket buttons, respectively. Refer to Section 3.3 on page 12 for information on ticket formatting.
9. If there is a discount you would like to attach to this customer, select it from the Discount pull-down
menu.
The discount must already be entered in OnTrak for it to appear in this menu. If there is a discount you want
to apply, but it is not entered yet, you can edit the customer at a later time and apply the discount. See
Section 4.6 on page 26 for information on creating a discount and Section 4.7 on page 27 for information on
modifying the database.
10. If there are any charges you want to attach to this customer, in the Charges section click Add .
The Edit Charge dialog box appears.
Figure 4-3. Edit Charge dialog box.
Note