How to add a new client to Cow Tātou office app.
Instructions
Login to the Office app.
Select
/Admin> Clientsfrom the top menu.Search
client, areclient—are they already in the system?
No
- Select: select add a client
Yes
- Select: select edit and update client info
Ensure you have the mandatory client information:
Name
Address
Town/City
Region
Country
Costing Code
- Custom: custom codes can be added but ensure fixed divisional codes are used where appropriate.
Client ID
- Custom: custom to client consisting of 2-4 letters eg Yealands Estate Ltd > YL
Ensure you have the mandatory
Locationlocation 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: select circular upload icon on the current listing
Download current
Select: select circular download icon on the current listing
| Info |
|---|
Costing Codes can be set to tasks, clients, locations or blocks. This allows reporting at each level |
...
, e.g. work tracked to Ants Nest can be tracked as Marlborough Clients or work tracked to Jeffries Road Vineyard can be tracked as Grapes. |
| Note |
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Each job can only have one costing code. |
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