First Time, Enter Company Information Then Click Save
PTMS User Manual
Administrator
- Company Information
First time, enter company information then click “Save”
If you need a change, click “Edit” to change company information then click “Save”
- User Information
If you want to add new user, click “Add” to open user UI then enter user information then click “Save”
If you want to add user signature, then click “Load Signature”. Only .jpg file are available with size 154 x 79 pixel or less
If you want to change user information, click user from the user list box then click “Edit” to open user UI
If you want to delete user, click user from the user list box then click “Delete”
Customer Management
- Add New Customer
Adding new customer is just simply click “New Customer” from Customer Management
It will open new form to input customer information then click “Save”
After create new customer, you can add customer freight, address, contact information to Customer Management
When you add freight, address and contact info. you better enter reference name to manage in the future. For instance,
Reference name “UPS” for UPS freight and reference name “FedEx” for FedEx freight.
All freight MUST be added to vendor first with vendor type as “Freight”
Reference name “Main” for main address and reference name “Shipping” for shipping address
Reference name “Contact” for contact personal and reference name “Accounting” for accounting personal
- Add/Edit/Delete Customer Level
Add/Edit/Delete customer level is just simply click “Customer Level Mgt” from Customer Management
It will open new form to input customer level information. After input new customer level then click “Add” to add new customer level or select existing customer level and rename then click “Edit”
If you want to delete customer level, click drop down list from “Customer Level” and select customer level then click “Delete” button
- Add/Edit/Delete Payment Term
Add/Edit/Delete payment term is just simply click “Payment Term Mgt” from Customer Management
It will open new form to input payment term information. After input new payment term then click “Add” to add new payment term or select existing payment term and rename then click “Edit”
If you want to delete payment term, click drop down list from “Payment Term” and select payment term then click “Delete” button
Payment Term Management link to the Customer Management and Vendor Management. Whenever you add/edit/delete this will affect to customer and vendor together.
- Add/Edit/Delete Status
Add/Edit/Delete Status is just simply click “Status Mgt” from Customer Management
It will open new form to input status information. After input new status then click “Add” to add new status or select existing status and rename then click “Edit”
If you want to delete status, click drop down list from “Status” and select status then click “Delete” button
Status Management link to the Customer Management and Vendor Management. Whenever you add/ edit/delete, this will affect to customer and vendor together.
- How to search customer
Search (find) a customer is very easy. Just click search box and type customer name. After you typed first few letter, system automatically search and select best match on the customer list display all customer, freight, address and contact information
If you want to find new search, click search box will erase previous name you entered then type new vendor name
Vendor Management
- Add New Vendor
Adding new vendor is just simply click “New Vendor” from Vendor Management
It will open new form to input vendor information then click “Save”
After create new vendor, you can add address, contact information to Vendor Management
When you add address and contact info. you better enter reference name to manage in the future. For instance,
Reference name “Main” for main address and reference name “Shipping” for shipping address
Reference name “Sales” for contact person and reference name “Accounting” for accounting person
- Add/Edit/Delete Vendor Type
Add/Edit/Delete vendor type is just simply click “Vendor Type Mgt” from Vendor Management
It will open new form to input vendor type information. After input new vendor type then click “Add” to add new vendor type or select existing vendor type and rename then click “Edit”
If you want to delete vendor type, click drop down list from “Vendor Type” and select vendor type then click “Delete” button
- Add/Edit/Delete Payment Term
Please reference to Payment Term management from Customer Management
- Add/Edit/Delete Status
Please reference to Status management from Customer Management
- How to search vendor
Search (find) a vendor is very easy. Just click search box and type vendor name. After you typed first few letter, system automatically search and select best match on the vendor list and display selected vendor information, address and contact information
If you want to find new search, click search box will erase previous name you entered then type new vendor name
Item Management
RFQ Management