Customer accounts – Rice Lake TransAct 3.5 User Manual
Page 35
Customer Accounts
Admin
36
Version 3.5
Customer Accounts
Use
Customer Accounts
to create and edit customer accounts. All TransAct transactions are attached
to a customer account.
NOTE:
Hauler
and
Bill-To
accounts are setup in the
Customer Account Table
. During the weighing
process, hauler accounts and bill-to accounts are selected from this list. The
Hauler
category (
Admin | Categories | Hauler
) setup when a sample database was installed was
designed to help categorize different types of haulers for reporting purposes.
To create or edit customer accounts, select
Admin | Customer Accounts
from the main menu. The
Customer Account Table
window and
Customer General Info
form appears.
The first customer account in the table is listed. If there are no customers, the
Customer General Info
form will show a customer number of zero (0) and blank
Name
field. Begin entering customer accounts
at this point.
Figure 18. Customer General Info
To create a new customer account, click the
New
button. A blank
Customer General Info
form appears.
Customer Number, Name, and Address
Every customer account must have a
Customer Number
and
Name
. The
Customer Number
cannot be
larger than ten alpha-numeric characters. The
Name
cannot be longer than 40 alpha-numeric characters.
Contact Name, Address, Address, City, State, Zip, Phone, and Fax
information may be entered for the
customer, but is not required. This information can be printed on tickets and will be printed on
statement/invoices and certain reports.