Service Manager
How To Add a new Site and Agreement for a Direct Customer
Sales > Managing Customers > How To Add a new Site and Agreement for a Direct Customer

Use this guide to create a new site and a new agreement for an existing site

There are 3 stages involved.

  1. Select the customer
  2. Select the site
  3. Create an agreement for the site

Below details the stages involved:

You create the customer record first, a site for the customer and then the agreement. The customer and site details can be exactly the same, the New Business Wizard will help you with this.

  1. From the home page, choose Sales and the Customers
  2. Choose the New Business tab
  3. Choose New on the toolbar. The New Business Wizard is displayed
  4. Choose Next  to select the Customer page
  5. Choose New, enter the customers details. The boxes highlighted in red are required       
    We recommend agreeing on a consistent naming and referencing convention before creating any new customers, contractors or sites . See Using References.
  6. Choose Next to select the Site page. The site reference has been automatically populated for you
  7. The wizard will ask if you want the site address to match the customers.  If you want to enter a different address for the site, just say no and enter the site address details. The site references has been automatically filled in
  8. If the DAN Email box is highlighted, enter the email address to send delivery receipts
  9. Choose Next to select the Agreement Information page. Again fill in the boxes highlighted in red

    If the customer has given you a reference enter this in the Customer Order No box

    For the Branch Code see Using Branch Codes and Cost Centers

    Due to the fact that you can have multiple agreements for a customer the sales person and coordinator for the agreement can be different from the site

    The preferred start date can be changed before the agreement goes live so is only an indication at this stage
  10. Choose Finish

    This will create a new Customer, Site and a new business agreement record. They are not marked as active until the agreement is made live. The new agreement will be displayed for you ready to start adding items