A video of this tutorial is available here.
Goal
1) Add a site for a customer
There are two basic ways to add a site.
1) Main Menu: Site/Customer > Customer Master > Customers. Start at the customer that you want to add the site for.
1) Click on the Site tab.
2) In the grid area (dark box in the middle of the screen which lists any sites that this customer already has), do a right click with the mouse.
3) Click Add in the pull-down action menu that appears. (Note: The form will be yellowed out in the spaces that you can edit.)
4) The customer info will fill in the site fields.
5) Overwrite and change the fields that need to be changed.
6) Once you are done filling in the fields, click the Save button
1) Go to Main Menu: Site/Customer > Customer Master > Sites.
2) On the bottom of the form click the Add New button.
3) If you want to link this site with another customer, click on the small magnifying glass next to the Customer # field to select an existing customer. If you do not enter an existing customer #, the software create a new one for you.
4) Fill out the form.
5) Click the Save button.
6) Now a site number will be assigned.
See Also