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

Page 24

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