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- 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.
- On the Site toolbar, click the Site Action drop down button and select Add Site button. This will add a new row on the Address grid.
- Enter the necessary information on the Site and Detail tab. Some of the fields on these tabs has a default value, but most of these are editable. Also, please take note of 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.
- Save the changes. Consumption Site for the customer will be added.
- Open a Consumption Sites record for an existing customer with sites.
- Via Find Site Using the Add Site button:
- Open a Consumption Sites record.
- On the Site Address panel, click the Find Site button. This will open the Search Consumption Sites screen.
- Click the New toolbar button. This will close the search screen. A new row will be added at the end of the Address grid.
- 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.
Save the changes in the Consumption Sites record.
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 title 17.1 - 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.
- On the Site Address panel, click the Add Site button. This will add a new row at the end of the Address grid.
- Open a Consumption Sites record for an existing customer with sites.
have- Enter the necessary information on the Site and Detail tab. Some of the fields on these tabs
. You- has a default value, but most of these are editable
the changes- . 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.
- Save
- . 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.
Using the- the changes. Consumption Site for the customer will be added.
- the changes. Consumption Site for the customer will be added.
the- Via Find Site button:
- the Site Address panel, click the Find Site button. This will open the Search Consumption Sites screen.
- the Site Address panel, click the Find Site button. This will open the Search Consumption Sites screen.
. You- Click the New toolbar button. This will close the search screen. A new row will be added at the end of the Address grid.
- 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
the- . 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.
Save
- . 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.
the changes in the Consumption Sites record.
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.
and Instructions,Expand title 16.4 - 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.
- On the Site Address panel, click the Add Site button. This will add a new row at the end of the Address grid.
- 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.
- Save the changes.
- Open a Consumption Sites record for an existing customer with sites.
- Via Find Site button:
- Open a Consumption Sites record.
- On the Site Address panel,
- click the Find Site button. This will open the Search Consumption Sites screen.
- Click the New toolbar button. This will close the search screen. A new row will be added at the end of the Address grid.
- 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.
Save the changes in the Consumption Sites record.
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.
- click the Find Site button. This will open the Search Consumption Sites screen.