Customers

Customer List

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
  • Use the menu bar and go to Customers > Customer List
• This page will show you all of the customers in TrackAbout
• Click on the View link to go to the Customer Detail View page

Customer Detail View

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

Gives a snapshot of basic customer information, including:

• Customer ID
• Customer Name
• Phone and Shipping Address
• Assets Lost
• Servicing Locations
• Last Delivery Date

Departments

• Lists any child accounts linked to this customer
• Allows you to add, view and edit departments
  

Audits

• Shows any audits that have been done on the customer.
• Clicking the view link will take you to the audit record.
  

Customer Reports

• 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.
• Asset Search: Takes you to the Asset Search page where you can find assets by almost any search topic.
• Inventory Worksheet: This is a printable report you can take to a customer site to take inventory at a customer site.
• Transfer Activity: Shows a summary view of the assets that have been transferred to and from the customer within a specified time period
• Shows any unusual transfer activity for the customer.
• 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

• 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.
  

Add New Customer

• Go to the Add New Customer page.
  
  
  • Type “Add New Customer” in the Jump To box.
  • Use the menu bar and go to Customers > Add New Customer.
• Enter an Account ID.
  • The Account ID is the same as the Customer ID.
• Enter an Account Name: the name of the customer.
• If using parent-child relationships, enter the parent’s ID number.
• Add the customer phone number.
• Select the primary servicing location ( Cedar Rapids).
• Enter the Shipping Address.
• Enter any notes for this customer.
• Click Save.

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.