How to add a new site for a customer.
To add new sites for a customer, follow these steps:
Step 1) Access the customer module on main navigation bar and click the section customers.
Step 2) Open the customer details for whom you want to add a site.
Step 3) Locate the "sites" tab. Click on it.
Step 4) In the upper-right corner of the sites window, click on the "sites +" button.
Step 5)A new window will pop up. After you have filled in the information, click on "Create" to save the changes.
That's it! You have successfully added a new site for your customer.
Details to be filled in to add a new site.
Site: Enter the site name or location of the site where the customer branch is located.
Contact person: Enter the name of the person who is the point of contact for the site.
Contact person same as primary contact: If the contact person for the site is the same as the primary contact for the customer, check this box. Contact person, Email, and Contact number fields will be automatically filled in.
Email: Enter the email address of the contact person.
Contact Number: Enter the phone number of the contact person.
Country: Select the country where the site is located from the drop-down menu.
State: Select the state where the site is located from the drop-down menu.
City: Select the city where the site is located from the drop-down menu.
Street: Enter the name of the street where the site is located.
Zip code: Enter the zip code for the site location.
By filling in all the above fields, you can successfully add a new site to the system.
