Use this guide to create a new contractor, new customer, new site and a new agreement.

There are 4 stages involved.

1. Create a new contractor record
2. Create a new customer record
3. Create a new site for the customer
4. Create an agreement for the site

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

1. From the home page, choose Sales and then Customers
2. Choose the New Business tab
3. Choose New on the toolbar to open the New Business Wizard
4. Choose New, enter the contractor details. The boxes highlighted in red are required     
5. 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 Customer page. The customer reference has been automatically filled in
7. Enter the customer details
8. Choose Next to select the Site page
9. 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
10. 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.
    
    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
11. Choose Finish
      
    This will create a new Contractor, 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