A site is essentially a location where you perform a service. Every customer has at least one site, and can also have multiple sites. See Sales for an example of a customer with multiple sites.
From the options menu you have the following functions:
To | See |
Reports | Site Reports |
Price increase | How to: Price increase a Site |
Change customer | How to: Transfer a Site |
Hold all deliveries | How to: Holding Deliveries For a Site |
Resume all deliveries | How to: Holding Deliveries For a Site |
Create a new agreement | How to: Add a new agreement for an existing site |
Refresh costs | Customer Profitability |
The site page has four additional tabs:
Displays all the agreements for this site
Shows all of the currently active items for all of the sites agreements
Shows a list of uploaded documents and gives access to the document storage functions for this site. See Document Storage for details on uploading, amending and viewing documents.
Displays all of this sites deliveries in descending date order. See How to: View Service Receipts for further options