Rice Lake OnTrak Truck Scale Data Management - Operation Manual User Manual
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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