Client Management How to Create a New Customer Site Setup

Creating a New Customer (continued)

Site Setup

Once all information is entered on the Customer Information form, the User will then enter information on the Site Setup form.

3.  After selecting the Site Setup form the User will make selections in the required fields and other optional fields according to your company policy and procedures.

The Site Setup form is divided into four sections; Site Name and Address, Comments, Site Information and Tax Setup.  Each data entry field will be defined under the heading of each section on this form.  In any data entry field which displays an arrow to the right of the field, the User must make a selection from the drop-down list.  In fields without an arrow to the right, the User may enter any information desired as long as the number of characters does not exceed the field limit.  Pressing the Tab key on the keyboard will advance to the next data entry field.  Pressing the Shift and Tab keys simultaneously will take the User back one field.  The User may also use the mouse to click on the next field to enter information.

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Follow the Site Setup Details link for definitions of each field on this setup form.  Follow the System Setup link for step 4 of a new customer setup.

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