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How to add a new client to Cow office app

Instructions

  1. Login to the Office app
  2. Select Admin/Clients from the top menu
  3. Search client, are they already in the system?
    1. No - Select add a client
    2. Yes - Select edit and update client info
  4. 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
  5. Ensure you have the mandatory Location information
    • Name
    • Address
    • Town/City
    • Region
    • Country
  6. 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



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