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How to add a new client to Tātou 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 the current listing

    • Download current - Select circular download icon on the current listing

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.

Each job can only have one costing code.




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