Customers
IntelliTrack maintains customer data to help you accurately track them by name and address and keep contact information up-to-date. A customer must be assigned to an issue, return
Note: To reach the Manage Customers page in the application, the RoleThe role is a collection of system features. Each feature has an access level of either read-only or edit. A role is assigned to a user. The user has access to the features found in the role. of the Logged-in UserAn IntelliTrack user has an account with IntelliTrack and uses the software; is active in the system; has a valid username and password; is assigned to at least one division and one site; has a default division and a default site. The user is designated as either an Administrative User or a Standard User. must have access to the Customers featureAccess to this feature enables the Manage > Customers option and it grants access to the Manage Customers page. In edit mode, the user is able to add, edit, or delete a customer.. To add, edit, or delete customer information, the role of the logged-in user must have edit access to the Customers feature. When the role of the logged-in user has read-only access to the Customers feature, the user may view customer information, but may not add, edit, or delete it.
In IntelliTrack, a customer is generally associated with outbound orders such as a stock issue order
- Name (required)
- Account number
- Address
- Each customer record may have unlimited ship-to addresses attached to it.
Customers
The customer list in IntelliTrack is found at the Manage Customers page. Select Manage > Customers to reach this page and view the customers.
Ship-To Addresses
Ship-To Addresses are nested underneath the customer. To view a customer’s ship-to addresses, select the Expand icon to the left of the customer.
Adding Customers
For more Information on adding customers: see "Adding a Customer"
Adding Ship-To Addresses
For more Information on adding Ship-To Addresses: see "Adding a Customer Ship-To Address"
Page Features
The Manage Customers page contains the following features:
For more information about these web page features, see "Application Web Page Features".
Page Functionality
The Manage Customers page uses icons to add, process, and delete data.
When adding a main customer, you will use these icons:
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Icon |
Description |
Function |
|---|---|---|
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Add |
Select to add a main customer record. |
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Clear |
Select to clear the filter selection(s) in the Filter Row of the page. |
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Save |
Select to save the record. |
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Cancel |
Select to cancel changes to the record. |
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Edit |
Select to edit a customer's record. |
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Delete |
Select to remove a customer's record from the application. |
Customer Ship-To Icons
When adding a customer ship-to, you will use these icons:
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Icon |
Description |
Function |
|---|---|---|
|
|
Expand |
Select to open the Ship-To Addresses for a customer. |
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Collapse |
Select to close the Ship-To Addresses for a customer. |
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Add |
Select to add a customer ship-to address. |
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Clear |
Select to clear the filter selection(s) in the Filter Row of the page. |
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Save |
Select to save the record. |
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Cancel |
Select to cancel changes to the record. |
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Edit |
Select to edit a customer ship-to address. |
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Delete |
Select to delete a customer ship-to address. |
Read-Only Access
When the logged-in user has read-only access to the Customers feature, the Manage Customers page is displayed in Read-Only mode. The user may view customers, but may not add, edit, or delete a customer.
