The customer tab is where you see and select from your list of customers. This tab lists the selected customers alphabetically and also lists information entered into the Notes field for each customer.
To add a new Customer, you can use the customer wizard or just as anywhere in Trakker, go to the desired tab (Customer List) click Add New. But the Customer Quick Add Wizard is the easiest tool to create a new customer. This video shows how to do it.
The customer information panel shows you detailed information about an individual customer. Use this panel to modify information about a customer. 
The information on this panel includes:
- Customer: This is the customer’s name as it will appear in drop down boxes and reports.
- PO Required: Flags for Route Trakker Handhelds that a PO # is required for this customer.
- Sales Rep: The name of the sales rep for this customer.
- Ship Via: The name of the standard shipper this customer prefers.
- Vendor ID: The ID assigned to you by this customer
- Notes: This is for general notes you may wish to list.
- Status: Set the status to customer or prospect, as set up in Main->View->List->Customer Status.
- Account Code: Customer’s account ID (Usually used when associating with another backend system).
- Tax Type: Holds the customer’s tax code, as set up in Main->View->List->Customer Status. This is used by Field Service Trakker and Route Trakker to determine the proper taxes on customer invoices, if a Service/ShipTo address was not assigned a Tax Type. The customer’s ShipTo/Service Address has priority over this customer level tax type.
- Payment Type: Used by Route Trakker to set the payment requirements at the time of delivery.
- Primary Contact: The primary contact name (used with legacy systems in lew of Contact Information).
- Route Days: The number of days between scheduled route visits to a customer.
- Credit Limit: The customer’s credit limit.
- Salutation: Can be used for mail/word document export/merging data.
- Outstanding: Amount due by customer (pulled from accounting system).
- Price Code: Products can be assigned Price Codes 1 – 36. If the customer is set to use a specific price code, if there is a price (not 0) in that Price Code for that customer, that is the price that will be put on by the Handheld/Field Device for the Invoice for that product for this customer.
Customer Ship To Address
This is where the Ship-To addresses are filled in for a customer. A limitless number of Ship To Addresses can be entered per customer.
To add a new address, just as anywhere in Trakker, go to the desired tab (Ship To Address tab) click Add New.
If you are entering the same Ship to and Bill to addresses then use the Tools Copy to Bill To to copy the data to the Bill to address quickly and easily.
- Name: The name that should appear on any labels for this bill to location
- Address Line 1: The first address line that should appear on any labels for this bill to location
- Address Line 2: The second address line that should appear on any labels for this bill to location
- City: The city that should appear on any labels for this bill to location
- State: The state/providence that should appear on any labels for this bill to location
- Zip: The zip code that should appear on any labels for this bill to location
- Country: The countrythat should appear on any labels for this bill to location
- Tax Type: Holds the customer’s tax code, as set up in Main->View->List->Customer Status. This is used by Field Service Trakker and Rout Trakker to determine the proper taxes on customer invoices. If not set here, uses the Customer’s Tax Type.
- Tax ID: Tax ID (typically used to store a Tax exempt ID)
- Accounting Code:
- Default: Indicates that this is the default ship to address to use
- QB Default: This is the default address for Quickbooks
- GPS Not Validated: If an address is saved but the Address was not validated, but instead Save AS IS was selected, flags as GPS Not Validated for future easy reference
- 0: GPS has been validated as an EXACT MATCH to Google Places
- 1: street address is different
- 2: CITY does not match Google Maps
- 3: Not found in Google Maps, but manually SAVED AS IS
- -1: Not found in Google Maps and No Suggestions.
- -2: More than 1 address found in Google Maps
- Notes: This is for general notes you may wish to list.
- Do Not Service On: Sun, Mon… Sat… Some customers may be closed or not wish to be serviced on certain days of the week. This is used by SMART Routing so that when an appointment is being attempted to be created to make sure they can be serviced on this day.
Customer Bill To Address
To add a new address, just as anywhere in Trakker, go to the desired tab (Bill To Address tab) click Add New.
- Name: The name that should appear on any labels for this ship to location
- Address Line 1: The first address line that should appear on any labels for this ship to location
- Address Line 2: The second address line that should appear on any labels for this ship to location
- City: The city that should appear on any labels for this ship to location
- State: The state/providence that should appear on any labels for this ship to location
- Zip: The zip code that should appear on any labels for this ship to location
- Country: The country that should appear on any labels for this ship to location
- Latitude & Longitude: These are automatically populated from the address using Yahoo Maps to find the address, so be sure to look for the Yellow Warning flag on the Yahoo form. If you see the Yellow Warning it mean yahoo could not find the address. Press the Grow button and refresh the form to see if Yahoo has a suggestion. It is with this information that Scheduling recommendations are made so you want it to be as accurate as possible.
- GPS Not Validated: If an address is saved but the Address was not validated, but instead Save AS IS was selected, flags as GPS Not Validated for future easy reference
- 0: GPS has been validated as an EXACT MATCH to Google Places
- 1: street address is different
- 2: CITY does not match Google Maps
- 3: Not found in Google Maps, but manually SAVED AS IS
- -1: Not found in Google Maps and No Suggestions.
- -2: More than 1 address found in Google Maps
- Default: Indicates that this is the default ship to address to use
Cabinet/Equipment/Fixture
A cabinet can be useful to help the rep identify and fill/restock all of the cabinets at a company location. It can also be used to separate an invoice by cabinet (or department).
To add a new Cabinet, just as anywhere in Trakker, go to the desired tab (Open the Ship To Address and go to the Fixture/Equipment/Cabinet tab) click Add New.
- Location: Ship to/Service address this cabinet is located
- Cabinet ID: Name of the cabinet
- Description: A description of the cabinet
- Group Type: Used in relation to Templates to offer auto fill or checklist options
- Make:
- Model:
- Serial Number:
- Install Date: Date of installation
- Actual Install Date: Check if the date of installation is the actual date, leave unchecked if this is an approximate or guessed date
- Parts War Date: Warranty expiration date for Parts
- Labor War Date: Warranty expiration date for labor
- Notes: This is for general notes you may wish to list.
Contact Info
In today’s world a company can have many different contact methods and different people that need to be contacted via many fashions. The customer contact section allows for as many different contact methods and people as desired.
To add a new contact, just as anywhere in Trakker, go to the desired tab (Contact tab) click Add New.
- Method: This drop down offers options of how the contact may be reached such as Phone, Fax, or e-mail (or any other type that has been added to the Contact Method List)
- Title: The title or role this person plays such as Account Payable, Owner, or Manager
- Department:
- Name: This would be the name of the individual who can be contacted via this method
- Name Prefix
- First Name
- Middle
- Last Name
- Name Suffix
- Details: This is the actual contact information such as 555-1212 if it’s a phone number or support@OurEmail.com if the method is an e-mail address
- Notes: This is for general notes you may wish to list.
- Primary Contact: Check if this is the primary contact for this customer
- Opt Out of Email Campaign: Check if customer requested to opt out of all email campaigns
- Auto Invoice: If checked, than any Invoices for this customer will be sent to this address (More than one contact can be set to Auto Invoice)
- Send Acknowledgment: Check if should be used to send Sales Order Acknowledgments (if configured)
- Auto Send Quote: Check if should be used to send Quotes(if configured)
- Opt Out: Used in conjunction with the Trakker Bulk Email tool. If checked, then this customer, even if added to the list, will not be bulk emailed to.
Customer Handhelds
List of handhelds/reps configured to service this customer
- Handheld Location: The name of the handheld(s) that this customer is assigned to load onto.
- Notes: This is for general notes you may wish to list.