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5. How to register a customer on your ETR - single method (one by one)

Solution

Login into your ETR device manager.

1. Go to Sales > then select Customer Maintenance

A page will open up that lists all the customers you have created.

2. To create a new customer, click Add.

The customer creation form will now open.

3. Fill in the form.
The most important sections are:

> customer code (keep it simple, numeric is always best)
> customer name

4. When you are done, click save. Thats it!

Your customer page will open up again listing your newly created customer.

5. The final step is to update your ETR device.

Go to your ETR and s
elect admin> select update and then press Enter.

This successfully adds your created customer to your Tracksol ETR device.

 
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3.1 How to add products or services - single method (one by one)
Article details
Article ID: 15
Category: TrackSol ETR programming
Date added: 2021-08-08 08:35:20
Views: 399
Rating (Votes): Article not rated yet (0)

 
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