Navigate Between Sites & Add a New Site
- Aliena Somers
Pathway: Accounts > Search > Account Details Screen
From the Customer’s screen, users can quickly navigate between the different site locations under the parent account and add a new site.
View All Sites
Select # of # (example: 1 of 2) to display the Site Search popup window.
TIP: Use the filtering options at the top of the Site Search screen to limit what types of site’s display (Ex: only display sites where Status is Active).
Double-click within the row of the desired site. The site will open in current window’s tab.
Add A New Site
Select # of # (example: 1 of 2) from the Customer’s screen to display the Site Search popup window.
Select the green ‘+' icon from the upper right corner in Site Search and select Sit. A new 'Add Site’ popup window will display.
Complete all required fields highlighted red in the Basic Settings tab and click Save. Additional fields should be completed based on your company’s data entry procedures.
Select the Billing Settings tab and minimally complete all fields highlighted red and click Save. Additional fields should be completed based on your company’s data entry procedures.
Field Descriptions - Basic Settings and Billing Settings Tabs
Field | Description |
|---|---|
Basic Settings | |
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 | Identifies the region the site belongs to. |
Tax Region | Identifies the tax region the site belongs to. |
Status | Indicates the current status of the site. |
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. |
Business Hours / Service Window | Used to identify a site’s hours of operation. Select the calendar icon to add a schedule. |
Billing Settings | |
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 site is subject to a surcharge. |
Invoice Detail Level | Determines the amount of information the invoice should include. |
Invoice By Email | If the site is receiving invoices by email, select:
|
Payee Name | Select the name of the site’s 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. |