It is sometimes necessary or desirable to track the driver’s license of customers who purchase Ammonium Nitrate. Use the following steps to do so in Agvance.
Add a Technology Group by selecting Add Tech Group in the upper left corner of the Product tab at Hub / Setup / Company Preferences.
Enter a Group Name and set the Invoice Check Method, Booking Check Method, and Delivery Check Method to Allow, Warn Only, or Restrict Sale.
- Allow – This option does not check for a license number.
- Warn Only – This option will warn when a Customer without a driver’s license on file is purchasing Ammonium Nitrate, but the sale will not be stopped.
- Restrict Sale – This option will not allow the Invoice to be saved without a driver’s license number.
Select the Veterinary Feed Directive checkbox if the Technology Group should be set up with this.
Next, go to Hub / File / Open / Products. Edit the Ammonium Nitrate Product, if one exists, or add one if necessary. On the Profile tab, select Ammonium Nitrate from the Technology Group menu and save the product.
Navigate to Hub / File / Open / Customers. Whether adding a customer or editing an existing customer, the driver’s license can be set up by selecting Tech Lic #s. Choose New to set up the driver’s license number for this customer. Notice when entering the license number DL can be added at the end to indicate driver’s license. Add the Ammonium Nitrate Technology Group to the customer by double-clicking on the Technology Group column heading.
On the Invoice Printout tab at Accounting / Setup / Location Preferences, select the Print Tech Lic# checkbox to print the license number on the Invoice.
The driver’s license number will print just below the Product on an Invoice. In addition, the Product Rebate report, found at Accounting Reports / Accounts Receivable / Sales, may be run at any time. The Ammonium Nitrate Product may be selected as a Product and narrowed down to a specific date range. Be sure to check the options to include Customer Address and Show Detail.
