Pathway: Customer > Search > Accounts
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View Existing Site Locations
Select # of # (example: 1 of 2) to display the Site Search popup window.
Double-click within the row of the desired location.
Site will open in current window tab.
Add New Site Location
To access the ‘Add Service Location’ editor the following steps apply:
Select # of # (example: 1 of 2) to display the Site Search popup window.
Select the green ‘+' icon from the upper right corner in Site Search and select ‘Service Location’. A new 'Add Service Location’ popup window will display.
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Field Descriptions - Basic Settings (Tab)
Field | Description |
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Contact/Location Information (Name, Address, Phone) | Enter the contact and location information for the site. |
Signature Required | If selected, the driver will be required to collect a signature each time they service the location. |
Service Region | Select to identify the region the site belongs to. |
Tax Region | Select to identify the tax region the site belongs to. |
Status | |
Note | Displays in the site details section when viewing the Customer screen. |
Warning on Open | Displays as a site-specific pop-up warning anytime the site is accessed. |
Access Information | Used for conveying information the driver will need to access a location. Displays every time the location is serviced. |
Field Descriptions - Billing Settings (Tab)
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View Existing Site Locations
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Select # of # (example: 1 of 2) to display the Site Search popup window.
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Double-click within the row of the desired location.
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Field | Description |
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Tax Exempt | If the site is tax exempt and no tax region was selected when the account was created, select the Tax Exempt check box. |
Tax Exempt Reason | If the Tax Exempt box is checked, enter supporting information for the reason why the site is exempt. |
Surcharge Group | Select a Surcharge Group if the location is subject to a surcharge. |
Invoice Detail Level | Determines the amount of information the invoice should include. |
Invoice By Email | If the location is receiving invoices by email, select:
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Site Billing Contact | Select the name of the Site Billing Contact if the contact is different than the account contact. Contacts are only assigned here. To create a contact, the Contacts tool must be used. |