ITrack/Pro/Customer Screen - Revision history

Daytonlowell at 21:46, 22 December 2020

2020-12-22T21:46:12Z

← Older revision		Revision as of 16:46, 22 December 2020
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	==Customer Units Tab==		==Customer Units Tab==
	[[Image:Customer Info Customer Unit Tab.PNG\|thumb\|right\|600px\|~~Payment Information Screen~~]]		[[Image:Customer Info Customer Unit Tab.PNG\|thumb\|right\|600px\|Customer Units]]

	The final tab allows you to keep track of surfaces you have done for your customers. The top list displays vehicles brought in by the customer, while the bottom list displays all services done for the specific vehicle selected (its line will be highlighted blue).		The final tab allows you to keep track of surfaces you have done for your customers. The top list displays vehicles brought in by the customer, while the bottom list displays all services done for the specific vehicle selected (its line will be highlighted blue).

	A service entry can be associated with an existing quote or invoice via the quote or invoice number		A service entry can be associated with an existing quote or invoice via the quote or invoice number



	[[Category:ITrack/Pro/Extensions]]		[[Category:ITrack/Pro/Extensions]]

Along: /* Customer Units Tab */

2020-05-19T16:26:02Z

Customer Units Tab

← Older revision		Revision as of 11:26, 19 May 2020
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	The final tab allows you to keep track of surfaces you have done for your customers. The top list displays vehicles brought in by the customer, while the bottom list displays all services done for the specific vehicle selected (its line will be highlighted blue).		The final tab allows you to keep track of surfaces you have done for your customers. The top list displays vehicles brought in by the customer, while the bottom list displays all services done for the specific vehicle selected (its line will be highlighted blue).

			A service entry can be associated with an existing quote or invoice via the quote or invoice number



	[[Category:ITrack/Pro/Extensions]]		[[Category:ITrack/Pro/Extensions]]

Along at 16:25, 19 May 2020

2020-05-19T16:25:03Z

← Older revision		Revision as of 11:25, 19 May 2020
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	==Customer Units Tab==		==Customer Units Tab==
			[[Image:Customer Info Customer Unit Tab.PNG\|thumb\|right\|600px\|Payment Information Screen]]

	The final tab allows you to keep track of surfaces you have done for your customers. The top list displays vehicles brought in by the customer, while the bottom list displays all services done for the specific vehicle selected (its line will be highlighted blue).		The final tab allows you to keep track of surfaces you have done for your customers. The top list displays vehicles brought in by the customer, while the bottom list displays all services done for the specific vehicle selected (its line will be highlighted blue).



	[[Category:ITrack/Pro/Extensions]]		[[Category:ITrack/Pro/Extensions]]

Along: /* Customer Units Tab */

2020-05-19T16:23:18Z

Customer Units Tab

← Older revision		Revision as of 11:23, 19 May 2020
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	==Customer Units Tab==		==Customer Units Tab==

			The final tab allows you to keep track of surfaces you have done for your customers. The top list displays vehicles brought in by the customer, while the bottom list displays all services done for the specific vehicle selected (its line will be highlighted blue).


	[[Category:ITrack/Pro/Extensions]]		[[Category:ITrack/Pro/Extensions]]

Along at 16:15, 19 May 2020

2020-05-19T16:15:20Z

← Older revision		Revision as of 11:15, 19 May 2020
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	Remember that new quotes are made in the [[ITrack/Pro/Quotes Screen\|Quotes]] Screen which can be accessed via the Main Menu. Also keep in mind that double clicking on an invoice or payment will re-open it and that double clicking on a line item will open it in the [[Pro/Parts_Screen\|Part Management Screen]].		Remember that new quotes are made in the [[ITrack/Pro/Quotes Screen\|Quotes]] Screen which can be accessed via the Main Menu. Also keep in mind that double clicking on an invoice or payment will re-open it and that double clicking on a line item will open it in the [[Pro/Parts_Screen\|Part Management Screen]].

			==Customer Units Tab==


	[[Category:ITrack/Pro/Extensions]]		[[Category:ITrack/Pro/Extensions]]

Along: /* Quotes Tab */

2020-05-19T16:14:48Z

Quotes Tab

← Older revision		Revision as of 11:14, 19 May 2020
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	==Quotes Tab==		==Quotes Tab==
	The ~~final~~ tab is the Quotes tab. From here you can look at all the quotes that have been given to this customer. A quote can easily be converted to an invoice by highlighting the quote by clicking on it (it will turn blue) and then clicking the Send To Invoice button in the lower left of the screen. From this tab you may also choose to reprint a quote or close a quote. By default this tab only shows open quotes but the "Closed Quotes" check box in the top right can be checked to view closed quotes. ([http://wiki.isoftdata.com/index.php/Image:Pro_Quotes_Information_1.png Quotes Tab screen shot])		The next tab is the Quotes tab. From here you can look at all the quotes that have been given to this customer. A quote can easily be converted to an invoice by highlighting the quote by clicking on it (it will turn blue) and then clicking the Send To Invoice button in the lower left of the screen. From this tab you may also choose to reprint a quote or close a quote. By default this tab only shows open quotes but the "Closed Quotes" check box in the top right can be checked to view closed quotes. ([http://wiki.isoftdata.com/index.php/Image:Pro_Quotes_Information_1.png Quotes Tab screen shot])

	Remember that new quotes are made in the [[ITrack/Pro/Quotes Screen\|Quotes]] Screen which can be accessed via the Main Menu. Also keep in mind that double clicking on an invoice or payment will re-open it and that double clicking on a line item will open it in the [[Pro/Parts_Screen\|Part Management Screen]].		Remember that new quotes are made in the [[ITrack/Pro/Quotes Screen\|Quotes]] Screen which can be accessed via the Main Menu. Also keep in mind that double clicking on an invoice or payment will re-open it and that double clicking on a line item will open it in the [[Pro/Parts_Screen\|Part Management Screen]].

	[[Category:ITrack/Pro/Extensions]]		[[Category:ITrack/Pro/Extensions]]

Along: /* Payment Information Tab */

2020-05-19T16:05:40Z

Payment Information Tab

← Older revision		Revision as of 11:05, 19 May 2020
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	*'''B''' The Tax Item field allows you to choose the default tax item to use when quoting or selling to this customer.		*'''B''' The Tax Item field allows you to choose the default tax item to use when quoting or selling to this customer.
	*'''C''' The Tax Number field will print the customer's tax number on invoices.		*'''C''' The Tax Number field will print the customer's tax number on invoices.
	*'''D''' The Tax expiration date		*'''D''' The Tax expiration date. Since some customers are tax exempt, their status will need to be updated occasionally. This expiration date indicates when their current status needs to change.
	*'''E''' The Account Limit prevents a customer from charging more than the amount you set.		*'''E''' The Account Limit prevents a customer from charging more than the amount you set.
	*'''F&G''' These fields allow you to adjust the price for a customer automatically. The default setting is 100% retail, but some customers might pay 100% wholesale or 120% cost or 95% retail (5% discount).		*'''F&G''' These fields allow you to adjust the price for a customer automatically. The default setting is 100% retail, but some customers might pay 100% wholesale or 120% cost or 95% retail (5% discount).

Along: /* Payment Information Tab */

2020-05-19T15:58:54Z

Payment Information Tab

← Older revision		Revision as of 10:58, 19 May 2020
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	*'''B''' The Tax Item field allows you to choose the default tax item to use when quoting or selling to this customer.		*'''B''' The Tax Item field allows you to choose the default tax item to use when quoting or selling to this customer.
	*'''C''' The Tax Number field will print the customer's tax number on invoices.		*'''C''' The Tax Number field will print the customer's tax number on invoices.
	*'''D''' ~~Default Pay Type allows you to select the default payment method used on the [[ITrack/Pro/Sales Screen\|Sales]] Screen.~~		*'''D''' The Tax expiration date
	*'''E''' The Account Limit prevents a customer from charging more than the amount you set.		*'''E''' The Account Limit prevents a customer from charging more than the amount you set.
	*'''F&G''' These fields allow you to adjust the price for a customer automatically. The default setting is 100% retail, but some customers might pay 100% wholesale or 120% cost or 95% retail (5% discount).		*'''F&G''' These fields allow you to adjust the price for a customer automatically. The default setting is 100% retail, but some customers might pay 100% wholesale or 120% cost or 95% retail (5% discount).
	*'''H''' Use Allowed Payment Types to select the payment methods you allow for a customer.		*'''H''' Use Allowed Payment Types to select the payment methods you allow for a customer.
			*'''I''' This field allows you to pick all available payment methods, as well as a single default method to be used on the [[ITrack/Pro/Sales Screen\|Sales]] Screen.

	==Sales Tab==		==Sales Tab==

Along: /* Address Tab */

2020-05-19T15:20:30Z

Address Tab

← Older revision		Revision as of 10:20, 19 May 2020
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	From this screen you will be able to monitor all of the information about your customers. From the Customer Screen you will be able to add and edit customers. Accessing this screen is done via the [[ITrack/Pro/Customer List Screen\|Customer List]] screen in the main menu.		From this screen you will be able to monitor all of the information about your customers. From the Customer Screen you will be able to add and edit customers. Accessing this screen is done via the [[ITrack/Pro/Customer List Screen\|Customer List]] screen in the main menu.
	==Address Tab==		==Address Tab==
	~~As you~~ fill in the ~~Contact and Company Name fields under~~ Billing Address~~, they will appear in~~ the ~~gray fields above and~~ in the ~~correct corresponding fields under~~ Shipping Address~~. Clicking on~~ the ~~Copy~~ button ~~in the center of~~ the ~~screen~~ will ~~transfer~~ the ~~rest of~~ the ~~information such as street~~ address to the shipping address ~~side of the screen~~.		You can fill out the '''Billing Address''' information on the left. While it is possible to manually put in different information for the '''Shipping Address''', simply clicking the ''copy'' button between the two will copy the info from the billing address to the shipping address.

	The Map button located below the Copy button will bring up Google® Maps and show a map and driving directions from your location to the customer's location. At this point you may choose use any of the other tabs on the screen such as Additional Info or Payment Info. Instructions for these tabs are located below.		The Map button located below the Copy button will bring up Google® Maps and show a map and driving directions from your location to the customer's location. At this point you may choose use any of the other tabs on the screen such as Additional Info or Payment Info. Instructions for these tabs are located below.
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	You may also print a billing statement for an individual customer by clicking on the Statement button, or apply payments for the customer by clicking on the Payments button. You may also create a new customer by clicking on the New button in the upper right corner or close by clicking on the Save & Close button.		You may also print a billing statement for an individual customer by clicking on the Statement button, or apply payments for the customer by clicking on the Payments button. You may also create a new customer by clicking on the New button in the upper right corner or close by clicking on the Save & Close button.

	If you want to continue adding information about your customer, or want to check the history of this customer, the tabs following Address Info will be useful.		If you want to continue adding information about your customer, or want to check the history of this customer, the tabs following Address Info will be useful.

	==Additional Information Tab==		==Additional Information Tab==

Gevans: /* Quotes Tab */

2014-08-12T20:13:28Z

Quotes Tab

← Older revision		Revision as of 15:13, 12 August 2014
Line 36:		Line 36:

	==Quotes Tab==		==Quotes Tab==
	The final tab is the Quotes tab. From here you can look at all the quotes that have been given to this customer. A quote can easily be converted to an invoice by highlighting the quote by clicking on it (it will turn blue) and then clicking the ~~Convert~~ To Invoice button in the lower left of the screen. From this tab you may also choose to reprint a quote or close a quote. By default this tab only shows open quotes but the "Closed Quotes" check box in the top right can be checked to view closed quotes. ([http://wiki.isoftdata.com/index.php/Image:Pro_Quotes_Information_1.png Quotes Tab screen shot])		The final tab is the Quotes tab. From here you can look at all the quotes that have been given to this customer. A quote can easily be converted to an invoice by highlighting the quote by clicking on it (it will turn blue) and then clicking the Send To Invoice button in the lower left of the screen. From this tab you may also choose to reprint a quote or close a quote. By default this tab only shows open quotes but the "Closed Quotes" check box in the top right can be checked to view closed quotes. ([http://wiki.isoftdata.com/index.php/Image:Pro_Quotes_Information_1.png Quotes Tab screen shot])

	Remember that new quotes are made in the [[ITrack/Pro/Quotes Screen\|Quotes]] Screen which can be accessed via the Main Menu. Also keep in mind that double clicking on an invoice or payment will re-open it and that double clicking on a line item will open it in the [[Pro/Parts_Screen\|Part Management Screen]].		Remember that new quotes are made in the [[ITrack/Pro/Quotes Screen\|Quotes]] Screen which can be accessed via the Main Menu. Also keep in mind that double clicking on an invoice or payment will re-open it and that double clicking on a line item will open it in the [[Pro/Parts_Screen\|Part Management Screen]].

	[[Category:ITrack/Pro/Extensions]]		[[Category:ITrack/Pro/Extensions]]