Adding Your Customers

Adding Your Customers

The TAC system is designed to allow a single customer to have many related service locations. The customer information (billing name and address) is stored in the Customer Master, while the service site location is stored in a Site Master. When adding customers to the system, you can add them using the Customer Master or the Site Master.

In getting started with the system, we will begin by adding 10 sites using the Site Master. This will automatically populate a new Customer Master for each site name and address. Later when you have a better feel for navigating through the system, you can choose which way you want to add sites, either by starting with a customer or by starting with a site.

Select 10 customers from your customer base that have the following characteristics:

They are serviced at a single location.
If you are a rental company, they have a single unit that they rent.

Bring up the Site Master form and resize it, so you can see the entire form. Select the Done command button at the bottom right to exit the form. This saves all the form settings.

Now re-enter the Site Master and click the Add command button. Fill in the site name and address (line 2 is for attention and line 1 is for the street address), and when done click the Save button. Repeat this for all 10 sites.

Once done, run the site or customer reports to see that TAC has recorded all the information correctly and has automatically populated the Customer Master with the site information.