Customers, Personal Contacts, & Vendors
This screen is entered from main menu via the button for customers, the button for personal contacts, and the button for vendors.
This screen is used to store the names and addresses of customers, personal contacts, and vendors used in maintenance.
The grid on the left contains the names and addresses that have been set up. You cannot edit this grid directly; all editing is performed on the panel on the right side of the screen. The grid may be sorted by any of the columns presented. Simply click on the column heading to sort by that column.
To add a new name and address, click the button. Enter the information for this contact in the fields on the right side of the screen. When done, click the button to save your changes.
To delete a contact, click on it in the list on the left of the screen so that it brings up that contact. Then, click the button. You will be asked to confirm the deletion. (Note: If deleting a vendor or customer, the program will check to see if it has been referenced on any load or log file entry. If it has, you will not be allowed to delete it.)
There are two buttons in the edit area for the name and address. The top button will look up the address provided using Google Maps. The bottom button will map the longitude and latitude as entered. Latitudes are entered as a number between -90 and 90. Northern hemisphere is a positive number. Longitudes are entered as a number between -180 and 180. Western hemisphere is a negative number. For example, 35.68696 latitude and -116.30214 are the coordinates for Death Valley Road in California. If your GPS gives coordinates in a different format, then click the Get GPS Coordinates from GPS Converter button and enter your coordinates in the format desired.
For customers only:
1. There is a field available to specify the payment terms for invoices.
2. There is a field for the motor carrier number.
3. There is a field for setting the default deduction percentage if the customer is a broker.
Always click the button to save your changes!