How to: Add a new Client

How to add a new client to Cow office app

Instructions

Login to the Office app
Select Admin/Clients from the top menu
Search client, are they already in the system?
1. No - Select add a client
2. 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 current listing
- Download current Select circular download icon on current listing