Publication Date: 8/17/2026 Share Print

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Setup a Customer’s Inventory Owner

In the Customer Master, set up the Customer Inventory relationship as follows:

  1. Go to Settings / Update / Customer (General Tab).
  2. Right click over the Customer field and select a Customer from the pop-up window.
  3. Click on the Find but_find_small button.
  4. In the Inventory Owner Field select an Owner.
  5. Click on the Save but_save_small button.

12_CustomerMaster(InventoryOwner)

Note: TRAX saves the Customer Master information that now includes the specified Inventory Owner.

See Also

Manage Parts Functionality in Inventory

Setup Ownership Control for the A/C

Load an Owner’s Parts into TRAX

Using Managed Parts on a Work Order

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