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  • This line was added.
  • This line was removed.
  • Formatting was changed.
  • Via Add Site button:
    1. Open a Consumption Sites record for an existing customer with sites.
      Or If this is a new customer with no sites currently setup.  Click the New toolbar button on the Search Consumption Sites.
      Image RemovedImage Added 
    2. On the Site Address paneltoolbar, click the (plus) Site Action drop down button and select Add Site button. This will add a new row at on the end of the Address grid.
      Image RemovedImage Added
    3. Enter the necessary information on the Site and Detail tab. Some of the fields on these tabs have has a default value, but most of these are editable. Also, please take note of the required fields that must be filled in when adding a site. You can be as detailed as you see necessary.
      Image RemovedSave the changes.
      Image Removed
    Via Find Site button:
    1. Open a Consumption Sites record.
    2. On the Site Address panel, click the Find Site button. This will open the Search Consumption Sites screen.
      Image Removed
    3. Click the New toolbar button. This will close the search screen. A new row will be added at the end of the Address grid.
      Image Removed
    4. Enter the necessary information on the Site and Detail tab. Some of the fields on these tabs have a default value, but most of these are editable. Also, please take note of the required fields that the required fields (see Note section at the bottom of this page) that must be filled in when adding a site. You can be as detailed as you see necessary.
      Image Removed

    5. Save the changes in the Consumption Sites record.Image Removed

     

    Note

    These fields are required –Description, Address, Zip Code, City, State, Country, Latitude, Longitude, Driver, Route, Location, Clock, Account Status, and Product – thus the record will not be saved if any of these is left blank.

    Expand
    title16.1
    Via Add Site button:
  • Open a Consumption Sites record for an existing customer with sites.
    Or If this is a new customer with no sites currently setup.  Click the New toolbar button on the Search Consumption Sites.
    Image Removed 
  • On the Site Address panel, click the (plus) Add Site button. This will add a new row at the end of the Address grid.
    Image Removed
    1. . Consumption Site for the customer will be added.

  • Enter the necessary information on the Site and Detail tab. Some of the fields on these tabs have a default value, but most of these are editable. Also, please take note of the required fields that must be filled in when adding a site. You can be as detailed as you see necessary.
    Image Removed
    • Save the changes.
    Image Removed
    Via Find Site button:
    1. Open a Consumption Sites record.
    2. On
    the 
    1. the Site Address panel, click the Find Site button. This will open the Search Consumption Sites screen.
    Image Removed
    1. Image Added
    2. Click the New toolbar button. This will close the search screen. A new row will be added at the end of the Address grid.
    Image Removed
    1. Image Added
    2. Enter the necessary information on the Site and Detail tab. Some of the fields on these tabs have a default value, but most of these are editable. Also, please take note of the required fields that must be filled in when adding a site. You can be as detailed as you see necessary.
    Image Removed

    2. Save

     the

    1. the changes in the Consumption Sites record.

    Image Removed

     

    Note

    These fields are required –Description, Address, Zip Code, City, State, Country, Latitude, Longitude, Driver, Route, Location, Clock, Account Status, and Product – thus the record will not be saved if any of these is left blank.

    Expand
    title1517.41
    • Via Add Site button:
      1. Open a Consumption Sites record for an existing customer with sites.
        Or If this is a new customer with no sites currently setup.  Click the New Button toolbar button on the Search Consumption Sites.
        Image RemovedImage Added 
      2. On the Site Address panel, click the (plus) Add Site button. This will add a new row at the end of the Address grid.
        Image RemovedImage Added
      3. Enter the necessary information on the Site and Detail tab. Some of the fields on these tabs have has a default value, but most of these are editable. Also, please take note of the required fields that must be filled in when adding a site. You can be as detailed as you see necessary.
        Image RemovedImage Added
      4. Save the changes.
        Image Removed
      Via Find Site button:
      1. Open a Consumption Sites record.
      2. On the Site Address panel, click the Find Site button. This will open the Search Consumption Sites screen.
        Image Removed
      3. Click the New toolbar button. This will close the search screen. A new row will be added at the end of the Address grid.
        Image Removed
      4. Enter the necessary information on the Site and Detail tab. Some of the fields on these tabs have a default value, but most of these are editable. Also, please take note of the required fields that must be filled in when adding a site. You can be as detailed as you see necessary.
        Image Removed

      5. Save the changes in the Consumption Sites record.

        Image Removed

       

      Note

      These fields are required –Description, Address, Zip Code, City, State, Country, Latitude, Longitude, Driver, Route, Location, Clock, Account Status, and Product – thus the record will not be saved if any of these is left blank.

    Expand
    title15.2
      1. Site for the customer will be added.

    • Via Add Site button:
    • Open a Consumption Sites record for an existing customer with sites.
      1. Or If this is a new customer with no sites currently setup.  Click the New Button on the Search Consumption Sites.
        Image Removed 
    • On the Site Address panel, click the Add Site button. This will add a new row at the end of the Address grid.
      Image Removed
    • Enter the necessary information on the Site and Detail tab. Some of the fields on these tabs have a default value, but most of these are editable. Also, please take note of the required fields that must be filled in when adding a site. You can be as detailed as you see necessary.
      Image Removed
      • Save the changes.
      Image Removed
      Via Find Site button:
      1. Open a Consumption Sites record.
      2. On the Site Address panel, click the Find Site button. This will open the Search Consumption Sites screen.
        Image RemovedImage Added
      3. Click the New toolbar button. This will close the search screen. A new row will be added at the end of the Address grid.
        Image RemovedImage Added
      4. Enter the necessary information on the Site and Detail tab. Some of the fields on these tabs have a default value, but most of these are editable. Also, please take note of the required fields that must be filled in when adding a site. You can be as detailed as you see necessary.
        Image RemovedImage Added

      5. Save the changes in the Consumption Sites record.

        Image Removed

    •  

      Note

      These fields are required –Description, Address, Zip Code, City, State, Country, Latitude, Longitude, Driver, Route, Location, Clock, Account Status, and Product , and Instructions (Detail tab) – thus the record will not be saved if any of these is left blank.

    Expand
    title1516.14
    • Via Add Site button:
      1. Open a Consumption Sites record for an existing customer with sites.
        Or If this is a new customer with no sites currently setup.  Click the New Button toolbar button on the Search Consumption Sites.
        Image RemovedImage Added 
      2. On the Site Address panel, click the (plus) Add Site button. This will add a new row at the end of the Address grid.
        Image RemovedImage Added
      3. Enter the necessary information on the Site and Detail tab. Some of the fields on these tabs have a default value, but most of these are editable. Also, please take note of the required fields that must be filled in when adding a site. You can be as detailed as you see necessary.
        Image RemovedImage Added
      4. Save the changes.
        Image RemovedImage Added

    • Via Find Site button:
      1. Open a Consumption Sites record.
      2. On the Site Address panel, click the Find Site button. This will open the Search Consumption Sites screen.
        Image RemovedImage Added
      3. Click the New toolbar button. This will close the search screen. A new row will be added at the end of the Address grid.
        Image RemovedImage Added
      4. Enter the necessary information on the Site and Detail tab. Some of the fields on these tabs have a default value, but most of these are editable. Also, please take note of the required fields that must be filled in when adding a site. You can be as detailed as you see necessary.
        Image RemovedImage Added

      5. Save the changes in the Consumption Sites record.

        Image RemovedImage Added

       

      Note

      These fields are required –Description, Address, Zip Code, City, State, Country, Latitude, Longitude, Driver, Route, Location, Clock, Account Status, and Product

      , and Instructions (Detail tab)

      – thus the record will not be saved if any of these is left blank.