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<< Click to Display Table of Contents >> Navigation: Table descriptions > Customer table |
A Customer is someone to whom you sell Material or provide a service.
For each and every Customer you add, Dispatch will create a corresponding Order with an Order ID that is identical to Customer ID.
If you supply Material to yourself (e.g. you supply asphalt to your own jobs), don't forget to create a Customer for your own use.
If you want to process sales for infrequent customers, add a Customer for Cash Sales (e.g. Customer ID = CASHSALE, Name = Cash Sale). Make sure you set Terms to C.O.D./Cash Sale.
A column name shown in red indicates that a value is required for that column.
Column |
Description |
General |
|
Customer ID |
A unique sequence of letters and/or number that will be used to identify the Customer. |
Name |
The Customers name. |
Address 1 |
The Customers physical address (eg. 123 Main Street). |
Address 2 |
If applicable, secondary address such as post office box or rural route information. |
City |
The city or town that applies to your physical address. |
Province or State |
The province or state that applies to the physical address. |
Postal code or ZIP code |
The postal code or ZIP code that applies to the physical address. |
Location |
|
Latitude |
|
Longitude |
|
Accounting |
|
Sales Unit |
This will default to tons or tonnes depending on your computers Country setting.
If your Windows Measurement System is set to Metric, the default value is MT. If it is set to U.S., the default value is IT. |
The default setting is Invoice. If the Customer pays at the scale, change the setting to C.O.D./Cash Sale. |
|
Material taxes |
Taxes paid for material |
Delivery taxes |
Taxes paid for delivery |
Contact |
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Phone 1 |
Description (e.g. Phone, Head Office, Cell) and number |
Phone 2 |
Description (e.g. Fax, Scale House, Job Site, Toll Free) and number |
Names |
A contact name |
A contact email address |
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Other |
Additional contact information |
Ticket Printing |
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Ticket Table |
The default Ticket Table where the Customers ticket data will be stored. When you create a new order for a Customer this will be the default table for that Order. |
Ticket Unit |
The default Ticket Unit for the Customers ticket data will be stored. When you create a new order for a Customer this will be the default Ticket Unit for that Order.
If your Windows Measurement System is set to Metric, the default value is kg. If it is set to U.S., the default value is lbs. |
Print Ticket |
A true/false value that indicates whether to print Tickets for a Customer |
Print Bar Code |
A true/false value that indicates whether to print barcodes for a Customer |
Print Daily Totals |
A true/false value that indicates whether to print Daily Totals for a Customer |
Print Order Totals |
A true/false value that indicates whether to print Order Totals for a Customer |
Automatically Reset Daily Total |
A true/false value that indicates whether to Automatically Reset Daily Totals for a Customer |
Print Cash Sale Details |
A true/false value that indicates whether to Print Cash Sale Details for a Customer |
Print List Prices |
A true/false value that indicates whether to Print List Prices for a Customer |