Customers - Revision history

Jgullickson at 16:06, 21 July 2021

2021-07-21T16:06:25Z

Jgullickson at 20:19, 21 March 2019

2019-03-21T20:19:12Z

Jgullickson at 17:03, 21 March 2019

2019-03-21T17:03:00Z

Eschurdak: Marked this version for translation

2017-07-17T14:02:18Z

Marked this version for translation

Eschurdak at 14:02, 17 July 2017

2017-07-17T14:02:00Z

Eschurdak at 19:40, 28 June 2017

2017-06-28T19:40:14Z

Eschurdak: /* Deactivate a Customer */

2017-06-28T19:38:40Z

Deactivate a Customer

Eschurdak: /* Delete a Customer */

2017-06-28T19:32:09Z

Delete a Customer

Eschurdak: /* Adding Customers in Bulk */

2017-06-28T19:31:24Z

Adding Customers in Bulk

Eschurdak: /* Add New Customer */

2017-06-28T19:27:12Z

Add New Customer

@@ Line 114: / Line 114: @@
 <!--T:21-->
-If you need a specific import format other than the one provided here, please contact your support specialist.
+If you need a specific import format other than the one provided here, please contact your support specialist. <br>
 == Removing Customers == <!--T:22-->

@@ Line 139: / Line 139: @@
 *Before deactivating a customer, it is recommended that you remove all unique assets from that customer's balance so that your reports remain accurate. Please see [[Removing Assets From Customer Balances]] for more information.
-*To deactivate a customer, find the customer profile and tap Edit
+*To deactivate a customer, navigate to the customer profile and tap the Deactivate button.
-*Scroll to the bottom of the Edit screen and tap the Deactivate button.
+[[File:Deactivate Customers.png|400px]]
 ''Note:'' If you do not have the Deactivate Button, submit a support ticket to Support@trackabout.com to turn on this feature at no charge.
 *Once a customer has been deactivated, it will no longer be available in drop down lists (i.e. to Add a New Order) or reporting.

@@ Line 136: / Line 136: @@
 <!--T:28-->
-If a customer has records associated with it, that customer may be deactivated.
+*If a customer has records associated with it, it cannot be deleted, but it may be deactivated.
-<!--T:29-->
+*To deactivate a customer, find the customer profile and tap Edit
-Before deactivating a customer, it is recommended that you remove all unique assets from that customer's balance so that your reports remain accurate. Please see [[Removing Assets From Customer Balances]] for more information.
+*Scroll to the bottom of the Edit screen and tap the Deactivate button.
 For customers using integration through our RESTful API endpoints, deactivated customers will only show if the parameters for including deactivated customers are used.  Deactivated customers will still show when using the Customer Balances endpoint if the deactivated customer account has a positive balance and will still be included during Rental Invoice generation.

@@ Line 5: / Line 5: @@
 |Supported In=TAMobile 5, TAMobile 6 Desktop, TAMobile 6 Rugged, TAMobile Android, TAMobile iOS
 }}
-=Overview=
+=Overview= <!--T:1-->
 Customers are external locations where you can track your assets.
 Customers
@@ Line 11: / Line 11: @@
 You may choose to use Customers if you are tracking deliveries and returns to and from customers. Some clients choose to use only [[Locations]] for tracking their assets. However, using customers is a great way to track detailed information about specific customers that you are delivering to. If you are using rental, a customer list is a must.
-=How it Works=
+=How it Works= <!--T:2-->
 == Customer List ==
 [[File:customer 1.PNG]] <br/>
 The Customer List is where you can view all of the customers you have in TrackAbout. You can also add new customers from this page.
 * Go to the Customer List page.
 ** Type “Customer List” in the Jump To box
@@ Line 22: / Line 23: @@
 * Click on the View link to go to the Customer Detail View page
 [[File:customer 2.PNG]]
-== Customer Detail View ==
+== Customer Detail View == <!--T:5-->
 The Customer Detail View gives you all the details about a particular customer, and about the assets they have received. It also gives you tools to manage the customer’s balance.
-=== Customer Info ===
+=== Customer Info === <!--T:7-->
 Gives a snapshot of basic customer information, including:<br />
 * Customer ID
@@ Line 38: / Line 42: @@
 * Last Delivery Date
 [[File: Customer Details.png|600 px]]
-=== Departments ===
+=== Departments === <!--T:10-->
 * Lists any child accounts linked to this customer
 * Allows you to add, view and edit departments<br />
-=== Audits ===
+=== Audits === <!--T:11-->
 * Shows any audits that have been done on the customer.
 * Clicking the view link will take you to the audit record.<br />
-=== Customer Reports ===
+=== Customer Reports === <!--T:12-->
 [[File:customer 4.PNG|border|left]]
 * '''Asset Balance:''' Shows a summary view of assets at the customer on a specified date.
 * '''Asset List:''' Shows a list view of assets at the customer on a specified date. This report can be filtered by category, group, type and product code.
@@ Line 68: / Line 75: @@
-=== Additional Configuration ===
+=== Additional Configuration === <!--T:15-->
 [[File:customer 5.PNG]]
 * Transfer Balance to Another Customer: Allows you to transfer the asset balance of the current customer to another customer.
 * Reduce Not-Scanned Balance: Allows you to remove not scanned balances.<br />
-== Add New Customer ==
+== Add New Customer == <!--T:16-->
 {{#ev:youtube|ew-rrqHIvDE|600|right|Managing Customers|frame}}
 * Go to the Add New Customer page
@@ Line 91: / Line 98: @@
 Customer information stored in TrackAbout should be exactly the same, or as close as possible to that stored in your accounting system. This will help you to compare data from TrackAbout with data in your accounting system, whether you are comparing it manually, or through integration. If you need to change customer information, make sure that it is changed both in your accounting system and in TrackAbout for maximum
 consistency.
-== Adding Customers in Bulk ==
+== Adding Customers in Bulk == <!--T:18-->
 If you have many customers, you can load these in bulk. To do this:
 * Download this template and add your customer information: [[Media:LoadCustomersTemplate.xlsx|LoadCustomersTemplate.xlsx]]
 * Save this as a tab-delimited text file
@@ Line 103: / Line 113: @@
 * Follow the instructions on the page
 If you need a specific import format other than the one provided here, please contact your support specialist.
-== Removing Customers ==
+== Removing Customers == <!--T:22-->
 There are two ways to remove a customer
 * Delete a Customer
 * Deactivate a Customer
-=== Delete a Customer ===
+=== Delete a Customer === <!--T:24-->
 A customer may be deleted if there are no records associate with that customer.
 * From the customer page, tap the Edit button.
 * In the Edit Customer page, scroll all the way to the bottom and tap the Delete This Customer button
 NOTE: If there are records associated with the customer, you will see a warning and the customer will not be deleted.
-=== Deactivate a Customer ===
+=== Deactivate a Customer === <!--T:27-->
 If a customer has records associated with it, that customer may be deactivated.
 Before deactivating a customer, it is recommended that you remove all unique assets from that customer's balance so that your reports remain accurate. Please see [[Removing Assets From Customer Balances]] for more information.
 To deactivate a customer, find the customer and then tap the Deactivate button.
 Once a customer has been deactivated, it will no longer be available in drop down lists (i.e. to Add a New Order) or reporting.
 For customers using integration through our RESTful API endpoints, deactivated customers will only show if the parameters for including deactivated customers are used.  Deactivated customers will still show when using the Customer Balances endpoint if the deactivated customer account has a positive balance and will still be included during Rental Invoice generation.
 Users will still be able to view deactivated customers, but they will see a message at the top of the Customer Detail screen to indicate that it is no longer active.
 You can activate a customer once again by tapping the “Activate” button at the bottom of a Customer’s profile.
-=Notes=
+=Notes= <!--T:35-->
-=Keywords=
+=Keywords= <!--T:36-->
 </translate>

@@ Line 1: / Line 1: @@
 {{TrackAbout Feature
 |Parent Module=Core Tracking
@@ Line 137: / Line 138: @@
 =Keywords=

@@ Line 63: / Line 63: @@
 * '''View Balance Changes Details:''' Shows all the asset transfers in the customer’s history grouped by Asset Type. This can be limited by date.
 * '''View Balance Changes Summary:''' Shows a summary of balance changes limited by Category, Group and Type.
 === Additional Configuration ===

@@ Line 71: / Line 71: @@
 == Add New Customer ==
 {{#ev:youtube|ew-rrqHIvDE|600|right|Managing Customers|frame}}
-* Go to the Add New Customer page.
+* Go to the Add New Customer page
-** Type “Add New Customer” in the Jump To box. OR
+** Type “Add New Customer” in the Jump To box OR
-** Use the menu bar and go to Customers > Add New Customer. OR
+** Use the menu bar and go to Customers > Add New Customer OR
 ** Go to Add New Customer under Quick Add
-* Enter an Account ID.
+* Enter an Account ID (Customer Id)
-** The Account ID is the same as the Customer ID.
+** The Account ID is the same as the Customer ID
-*Enter an Account Name: the name of the customer.
+*Enter an Account Name: the name of the customer
-*If using parent-child relationships, enter the parent’s ID number.
+*If using parent-child relationships, enter the parent’s ID number
-*If using rental, select a billing method, if not - skip.
+*If using rental, select a billing method
-*Select the primary servicing location.
+*Select the primary servicing location
 **You can also secondary servicing locations
-*Enter any notes for this customer.
+*If you are collecting any address information, enter the customer's billing and shipping address
-*Click Save.
+*Enter any notes for this customer