The customer record contains information about the customers for whom you perform maintenance or repair work. Your customers may be other departments, cost centers, owner-operators, other companies, or any other entity that is billed for work completed. Setting up the customer file allows markups to be applied for services rendered or items sold.
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As items are posted to work orders or fuel transactions are input, any applicable markups set in the customer records are applied and added to the work orders and fuel transactions.
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Adding a Customer
The customer record consists of four tabs:
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The screen will now display the information entered for the creation of the file and give access to the other tabs for data entry
General Tab
Add shipping and billing address information into these panels by clicking into a field, entering the information, and clicking the checkmark to save the entered data
Markups Tab
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The Overhead Rate Flag must be set to customer for these to apply. |
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Methods are as follows:
Add To - add an additional dollar amount
Flat Price - apply a flat price per gallon
Percent - a flat markup percentage can be applied to the per gallon price
Accounts Tab
Additional account codes can be entered for the various items. The use of account codes is purely for company benefit and these are not used by RTA in any way
Attachments Tab
Attachments can be added to the customer file. Refer to Attachments if assistance is needed in using this feature.
Changing a Customer
To change a customer record, do the following:
Click on the Organization area in the menu
Click on Customers
Locate and click on the customer to be edited
Navigate to any editable field in the file
Click in the field and edit or add the value desired
Click the check mark while in the edited field to save the changes
Deleting a Customer
To delete a customer record, do the following:
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