Customer Data
The customer service section of the Pro Waste Manager program is based on the customer billing information table and its related tables, described below, all linked together via a unique system created account number.
Customer billing information
Contains all billing related data for the customer, including billing address, contact name, phone numbers, billing terms, customer billing status and much more. Each customer has a unique 8 digit numeric account number associated with it. All the files (e.g. service addresses, automatic charges, notes etc.) are related to the main customer screen via this unique account number.
Account Number
8 digit numeric number - automatically incremented by the system every time a new customer is created.
Customer service address information
For every customer account. Each customer can have unlimited service addresses assigned to it. This data contains the service address (parsed into address components for easy export to external mapping programs and easy search capabilities).
Service Number
8 digit numeric number - automatically incremented by the system every time a new service address is created.
Customer automatic charge information
For each service address assigned to the main customer account. Each service address can have unlimited auto-charges assigned to it. Auto charge information includes the service code for the auto-charge (e.g. 131 for 1, 3 yard bin, 3 times a week service), price, tax, status, billing cycle code, routing information per day, billing and dispatch notes, and much more.
Auto-Charge Number
8 digit numeric number - automatically incremented by the system every time a new automatic charge is created.
Customer default charges
Assigned to each customer account. Each customer account can have unlimited default charges assigned to it. Data contained in this file includes default charge service code (e.g. ‘EXTRA’ for extra pickup, also default price, and some rolloff data, e.g. plus dump and maximum tonnage and over tonnage fees.Default-Charge Number
8 digit numeric number - automatically incremented by the system every time a new default charge is created.
Customer notes information
Contains dated notes for the main customer screen. Each customer screen can have unlimited number of notes assigned to it. Notes can be type ‘A’ which means that the first line of the note shows on the main customer screen. A note could also be type ‘P’ which indicates a pop-up note, any time this customer is accessed on the screen a window pops up on the screen with this note.Customer contracts
Can be setup to each customer account. Each customer account can have a single contract information screen assigned to it.
Service Code DataEvery service charged, every payment entered and any credit given uses the service code field. Service code information is used to enter transactions, receipts, auto charges, default charges or any transaction, for example, order entry where the customer will be charged. Service codes are 15 character alphanumeric field e.g. 131, PAYMENT, CREDIT, EXTRA, ROLLOFF etc... Other information included in this file are whether the service code is a charge, credit or payment. Also a multiplier if value 1 or -1 signifies if this entry would be a debit or a credit.
Routes Data
All scheduling is based on a route number, a route has a truck and a driver assigned to it. A route number is used for both front loader and rolloff accounts.
Customer routing and scheduling use route numbers. Route numbers are used for landfill ticket entry routines. Route numbers are unique and they can be alphanumeric 6 digit field. Route types are user defined and can be used as roll off, front loader, scout, etc...
Truck Data
Truck numbers can be set up and used for a route. Truck numbers are unique and they can be alphanumeric 6 digit field. Truck numbers are used for landfill ticket entry routines. Truck numbers are also used for the simple truck maintenance add on to the Pro Waste Manager.
Landfill Data
Landfill information can be set up and used for a landfill ticket entry routines. Landfill codes are 6 digit alphanumeric fields. Landfill taxes and fees can be setup to automatically calculate landfill ticket totals during ticket entry. Landfill reports can be printed using the key landfill fields. The Pro Waste Manager maintains all landfill ticket entered and the resulting reports can aid in reconciling landfill invoices.
Inventory, Suppliers and Employees
These files contain necessary information for the simple truck maintenance add on. The employee file can also be used as a lookup table for the drivers and swamper entries in routes and work order entry screens.
System Comments
Unlimited number of pre-defined system comments can be defined. These can be used during statement printing. Examples are holiday messages, or raises, etc. |
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