Adding new employee or customer information – IntelliTrack Check In/Out User Manual

Page 162

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8.1

User Manual

132

Adding New
Employee or
Customer
Information

Warning: When entering data in the application, DO NOT USE special
characters or quotes with the exception of dashes, dots and spaces. Except
for dashes, dots, and spaces, if you use special characters or quotes when
entering data in the application, the database will become corrupted. For
more information, please refer to

“Precautions When Entering Data” on

page 42

.

To add a new customer or employee, please refer to the steps that follow.

1.

From the Employee/Customer form appears.

2.

Select the Add button found along the bottom of the form. The form
fields become enabled and the cursor is placed in the Cust/Emp ID
field.

3.

Enter a unique identification for this customer/employee in the Cust/
Emp
ID field. Press the <Tab> key to advance to the Company field.

TABLE 3.

Customer/Employee Form Buttons

Button

Function

Description

Add

Click this button to place the form in Add mode
so that you can add new customer/employee
information to the database.

Find

Click this button to open the Find and Replace
dialog. You are able to search through the
Employee/Customer form by Cust/Emp ID via
this dialog.

Print

Click this button to print the customer/
employee information currently displayed in
the Customer/Employee form to the default
printer.

Delete

Click this button to delete the customer/
employee record from the database.

Undo

Click this button to cancel any changes you
made to the currently displayed customer/
employee record.

Close

Click this button to close the form and save the
data.

2283.book Page 132 Thursday, July 7, 2011 2:29 PM

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