Using the toolbar along the top of the window, click on
the small down arrow next to the icon labeled 'Setup'. This will
display a list of areas into which we can enter or edit
information. Next, move your pointer over the word 'Customers'
to reveal another smaller list. Now, move your mouse pointer
over the words 'Customer Information' and click the left mouse
button. This will open a window titled 'Customers Setup'
The 'Customers Setup' window displays a listing of all the
current customers on the left side and all the relevant data of a
specific customer on the right side. To add a new customer,
click on the button labeled 'Add New' located in the upper middle
portion of the window. This action will clear the right side of
the window and place a blinking cursor in the field labeled
'Customer ID'
Enter in the specific customer ID or click on the button
labeled 'Next ID'. Note: the customer ID
must be numeric and unique. The LoadTrek software will not
recognize two customers with the same ID. It is highly
recommended to use the 'Next ID' button to allow the software to
generate a unique customer ID.
Continue entering the relevant
customer information using the 'Tab' key to advance to the next
field. When entering information in the fields with a pull down
menu (blue down arrow), users can click on the desired entry from
the menu.
After completing all the relevant fields, click on the
button labeled 'Add New' to enter another customer or click on
the button labeled 'Close Form' to exit the Customers Setup
window.
You will be prompted by the message 'Would you like to
create a matching location for this customer?' If you answer
'Yes', the system will use the information you've entered to
create a location of the same name. If you answer 'No' the
message will clear. Note: It is often only
useful to create matching locations for customers if the location
will be used for pickups and/or deliveries.
You have now succesfully entered a customer into the
database and may repeat the process or move to another area of
the software.