Site

Sites are attached to customer records. To add additional Sites, you must first access the customer record. To add an additional site to an existing customer, from the main menu, arrive at the Customers list with this path: Accounts Receivable > Cu...

If there is a certain price you charge a customer for particular invoice items that is different than the default price, you can create a list for the customer’s site. Setting up Item Defaults is optional. To add Item Defaults to an existing site, ...

Sites are attached to customer records.  To edit a Site, you must first access the customer record. From the main menu, arrive at the Customers list with this path: Accounts Receivable> Customers. The Customers list will be displayed.  If you know...

To inactivate a Site, you must first access the customer record. From the main menu, arrive at the Customers list with this path: Accounts Receivable> Customers. The Customers list will be displayed.  If you know the name of the customer to which ...

To access the Site Custom Fields, you must first open a customer record. From the main menu, arrive at the Customers list with this path: Accounts Receivable> Customers. The Customers list will be displayed.  Locate the customer in the list, and t...

The Site record is accessed from a Customer record, and like the customer record has several tabs of information related to the Site.  Users with the appropriate permissions may add, edit or delete related to the Site. To open a Site record, naviga...

The Sites List is a tab available when navigating to Accounts Receivable > Customers. Sites Tab The default view in the grid area of the Sites tab displays the customer number, site number, site name, address, and comments (site).  There are many ...