Customer View Functionality | Weighing With ScaleQ
April 08, 20202 min read
The Customer view displays all of the records about customers.
These records typically represent the scale owner's customers, to whom material is sold. The columns contain basic customer information such as address, phone number, contact name, tax status, cash customer, supplier, and so on. The customer record is comprised of several pages, which are record, options, extensions and notes. Account and job are related sub-records that are unique to the customer. A customer may have multiple accounts and jobs that can be added. There is a field in options called "supplier" that can be checked on to represent vendors that will be delivering material to the scale owner. In the event of a single-pass weighing, using a stored tare weight, the supplier flag may be used to set the direction flag (shipment).
The image above shows the customer browse with a record selected.
Above is an example of the customer record page.
Besides contact information, the customer record can set defaults for the following:
Besides contact information, the Customer record can set defaults for:
Catalog — Which materials/pricing catalog is the default.
Tax code — Which tax code is the default.
Freight — Which freight code/charge is the default.
Message — Which default message should be printed on the customer's tickets.
For example, this could be compliance with the National Council of Weights and Measure standards. Inside tickets - how many copies of tickets should be printed for the office. Outside tickets - how many copies of tickets should be printed for the driver.
The options that can be set for the customer are:
Supplier — Checked on to represent vendors that will be delivering material to the yard.
Cash — Checked on to make all transactions on a cash basis, including Pay Later .
Receipt — Checked to permit printing of pricing on non-cash transactions. Normally, tickets only contain pricing information for Cash transactions.
Metric — Checked on for customer who are obligated to show metric values on specific projects, such as state or federal construction projects. Weights on tickets are displayed and stored in the units of measure in which the scale indicator is calibrated, typically pounds. Metric prints a column of calculated, metric equivalent weights adjacent to the pounds.
Hold — Checked on to indicate the customer cannot make transactions likely due to payment or other problems.
Daily loads and daily tons are accumulated numbers used for reporting.
The above image displays the customer extensions tab, showing both categories and user text. ScaleQ provides a function called extensions that allows an ILS customer to capture and use data that is specific to their business requirements. Each customer can structure extensions and their own.
Two types of extensions exist - category and user text. Both are used to supply specialized data for reports. In the example above, the three pulldowns are configured for adding details about the customer's location, business sector and preferences. The two user text fields are set up for exporting to a general ledger and QuickBooks.
Notes are used to save other information about a customer.