Step 1: Company Information

Company data includes all of the information about your company, like company name, address, phone number and tax ID information. Use the company information screen to maintain the data specific to your company.

To change company information

Start the Database Maintenance module by clicking on the icon shown on the Tracker Navigation screen.

When this is done successfully, the Database Maintenance screen (shown below) will be presented:



In addition to company information, the Database Maintenance screen is also used to maintain many different objects in the tracker database like inventory items, employees, locations and equipment.

For now, we are going to use the Company Information option to open the Company Information screen.

The Company Information screen (shown below) is broken into three tabs of information (shown at top, General, Tax Info and Settings).

Click on any tab to bring its contents into view.

The first Tab, General Information, is used to maintain company name, address and phone information. Enter appropriate information on this screen in the fields provided.




The Tax Info Tab is used to maintain company specific tax information. You may leave these empty for now.




The Settings Tab is used to maintain system settings which affect the operation of the Tracker System. Choose these settings to your own preferences.




Enter the information on these screens as it pertains to your specific company.

When you are done making changes, click the OK command to accept the changes and close the company information screen.

Use the Cancel button if you want to exit the screen without saving any changes which have been made.





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