There are 4 basic ways to add a new site.
Start with the Site Master to create a new site and customer.
Open the Site Master from the Main Menu selection “Site/Customer / Site Master / Edit Sites”.
Click the Add button and enter the site name, address and market and rate codes. If you leave the Customer Number blank, the system will automatically create a Customer Number and populate a new Customer Master with the Site Master name and address, etc.
After saving the site, you can bring up the Customer Master form by either or these methods:
Use the right click action menu on any of the grids within the Site Master tabs or
Double-click the Customer Number to bring up the Customer Master screen.
Start with Site Master and use an existing customer as a template.
Open the Site Master from Main Menu selection “Site/Customer / Site Master / Edit Sites”.
Click the Add button and then select the blue magnifying glass next to the customer number to search all customers for the one you want to use. Double-click on your customer, and the customer’s information will populate the site window.
Start with Site Master and use Existing Site as a template
Open the Site Master from Main Menu selection “Site/Customer / Site Master / Edit Sites”.
Click the Add button and then select the blue magnifying glass next to site number to search all sites for the one you want to use. Double-click on that site, and the sites’s information will populate the site window.
Start with Customer Master
Open the Customer Master from menu selection “Site/Customer / Customer Master / Edit Customers”. Click the Add button and enter the customer name, address and billing and country codes. After saving the customer, click on Site tab and use the right click action menu in any of the grids within the Customer Master to add a new site to this customer. The site screen will come up with the name and address pre-populated form the Customer Master.