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Install Customers Marked Non-Tax Report

Installing Customer non-tax report

Objective: adding custom report to software for verification of customers marked non-taxable.

Files Required: CustNonTax.rpt

User Requirements:

  • Must be able to copy rpt file to appropriate directory (folder)
  • Must be able to edit text in reports.inf file to create title access in reports menu

NOTE: Please DO NOT call M1 tech support for assistance on this specific report at this time. It is not currently part of the Manager shop mgmt software release.

1. Right-click on the CustNonTax.rpt attachment and select Save As; save it on your desktop or other obvious place so that you may find at appropriate time.

NOTE: It is sound practice to keep a copy of this file "in a safe place" in case it needs to be re-installed at a later date.

2. Close shop mgmt software and do a BACKUP in the process.

3. Right-click on the CustNonTax.rpt file and select Copy.[Edit, Copy or Ctrl +C]

4. Go to My Computer and navigate as shown below:




 

5. Click in the white space where Program files are listed and then select Edit menu, Paste [or Ctrl + V] to place the CustNonTax.rpt file into the file list as seen above.

The file is now placed where it belongs; the next step is to edit the reports.inf file to add a new entry so that it may be selected by users from the Reports – Client tab.

6. Go to My Computer and navigate to the location shown below: 

7. Double-click on the Reports.inf file and it should open in Notepad for editing. You'll first see ACCOUNTING (tab); scroll until you see CLIENT (tab)

The exact text that needs to be added to the reports.inf file is shown below;

CustNonTax.rpt=*Customers Set As Non-Taxable^F^^F^F^T^0

8. Copy the (bold) text above.

9. Paste the text into the position seen below:

10. Click on File, Save to record this addition and then close the Reports.inf file.

Now re-start the shop mgmt software and go to the Reports – Client tab to try out your new customer report option.

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