How to add a new client to Tātou office app.
Instructions
Login to the Office app.
Select
Admin > Clientsfrom the top menu.Search client—are they already in the system?
No: select add a client
Yes: select edit and update client info
Ensure you have the mandatory client information:
Name
Address
Town/City
Region
Country
Costing Code: custom codes can be added but ensure fixed divisional codes are used where appropriate.
Client ID: custom to client consisting of 2-4 letters eg Yealands Estate Ltd > YL
Ensure you have the mandatory location information:
Name
Address
Town/City
Region
Country
Ensure the block sheets have been converted and formatted in Excel (xlsx)
Add new: Select upload blocks button
Replace current: select circular upload icon on the current listing
Download current: select circular download icon on the current listing
...
| Note |
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Each job can only have one costing code. |
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