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The Clients page is your starting point for loading information about the farms, factories, wineries, pack houses, etc you plan to track work at.

Tātou Terminology Review:

Client = A group of locations (properties). 

  • For a Contractor: This can be a grouping of Client properties

  • For a Grower: you can use Client(s) to have:

    • All your properties under 1 Client - Your Organisation, or

    • Use Clients to group different properties based on your organisation’s management structure for example:

      • North Island Vineyards vs South Island Vineyards

      • or by Business Unit

Pro Tip - use the image-20240906-000347.png icon to add or remove columns from view on this page

Key Features:

  • Bulk Import Client Information: Using templates provided, or a Client Export, Users can use the “Import” button → import button.png ← to add new information or update existing information on your organisations:

Clients →

Locations →

Blocks →

Rows

When Bulk Importing Client Information you can either “SKIP EXISTING ROWS” or “UPDATE EXISTING ROWS” depending on what information you are uploading.

Be extremely careful with formatting of files before upload - if numbers are used for names of Blocks or Rows unintentional decimal places in the upload file may cause duplicates to occur.

Not all Columns are required to be filled out in the upload template, but if required fields are missing the data will not be uploaded. Review Bulk importing Clients, Locations, Blocks & Rows for detailed information on what columns require data.

  • Edit Client Information: Clicking the Green Arrow.png will open the Clients Page where users can edit Client Information and displays a list of all Locations for that Client.

  • Client Status: Client’s can be set to ACTIVE or INACTIVE status. This feature allows users to remove Clients from view within the system either temporarily or indefinitely.

  • Client Access: Contractors can allow restricted access to their Clients, which allows Contractors to Review and Approve Jobs and Invoices. When Clients have been granted access a Client Access Shield.png icon will appear by the Client name to show they have access.

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