Client Management How to Create a New Customer Site Setup Site Setup Details

Creating a New Customer (continued)

Site Setup (continued)

Site Setup Details

The Site Setup form is divided into four sections; Site Name and Address, Comments, Site Information and Tax Setup.  Each field in each of these sections is described below.

Site Name and Address

Site Number – The application will automatically default to 1 for the first site created for the Customer.  Any additional Sites added to the customer at a later time will automatically increment this field by one.  The Site Number may be overridden by the User.  For commercial sites, a store number may be entered into this field if applicable.  This is an alpha-numeric field that will allow the entry of up to 20 characters.  This is a required field.

Name – This is the Name by which the Site is known.  When searching for a customer record, the Site Name is search if the search option of Name is selected.  A Site Name may contain up to 60 characters.  The Site Name prints on Service Tickets, Job Tickets and some reports; the User should enter the Site Name exactly as it should appear when printed.

Address – The address entered on the Customer Information form will automatically fill into the Site Address.  If the Site address is different than the Bill To address, press the Address button to open the form to modify the Site address information.  If your company will be entering Counties or Townships, a list of choices must first be created in SedonaSetup/Geographical Tables/United States/County and/or Township.  The County and Township fields are optional.

Phone 1 – Enter the Primary Phone Number for the Site.  The User may enter up to 12 digits in this field.  If more than 10 digits are entered, the last two digits entered will be considered the phone extension.  If a phone number is entered with more than 10 digits it will be displayed in the following manner:

Phone number entered as 734555121222 will display as (734) 555-1212 e22.  This field is optional.

Phone 2 – Enter the Secondary Phone Number for the Site.  The User may enter up to 12 digits in this field.  If more than 10 digits are entered, the last two digits entered will be considered the phone extension.  If a phone number is entered with more than 10 digits it will be displayed in the following manner:

Phone number entered as 734555121222 will display as (734) 555-1212 e22.  This field is optional.

Fax – Enter the 10-digit Billing Fax Phone Number for the Customer.  This field is optional.

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