Rice Lake OnTrak Truck Scale Data Management - Operation Manual - Manual (Page 23)

Creating and Modifying Database Information 19
4.0 Creating and Modifying Database Information
OnTrak ’s database allows you to store information for customers, products, haulers, trucks, jobs, and discounts.
You must be logged in as a user with administrator permissions to create or modify database information. See
Section 16 on page 17 for information on permissions.
When creating or modifying database information, a consistent element of the dialog boxes is the Broken Rules
section. When modifying database information, the Search function can be used. These two features are
described below.
Broken Rules Section
This appears in any dialog box where you are entering database information.
The
Broken Rules section displays any error messages during database information
creation (i.e., too many characters; text used in a numbers-only field; etc.).
Search Function
When making a selection from the View menu (excluding Users ), a dialog box similar to that shown in Figure 4-1
on page 19 will appear. To quickly locate an item, it is recommended that you use the Search function. To do so,
in the Search Text text box, type a keyword matching the item you want to retrieve and click the Search button.
This will display only items matching your keyword; however, if you want to view all items (e.g., all customers),
you can leave the
Search Text text box blank and click the Search button. Doing so may be a time-consuming
operation if you have a large database.
4.1 Creating a New Customer
1. While logged in as an administrator, from the View menu, select Customers . Or, from the toolbar, click
the Customers button.
The Select Customer dialog box appears.
Figure 4-1. Select Customer dialog box.
2. Click Add .
The Edit Customer dialog box appears.