Company Hierarchy - New Customer

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Company Hierarchy - New Customer

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Overview

 

Create a new customer.

 

 

 

Click the 'Company Hierarchy' link in 'Company Setup > Customer Information' menu to open the 'Customer Summary' screen.

 

Click . The 'New Customer' screen will be displayed

 

 

Description

 

New Customer  

                             

 

 

 

General Information

 

 

Customer Name

 

The name of the customer/ company.

 

Business Number

 

Australian Business Number

 

Primary User

 

The username of the person who will have authority over the account (note: 'Primary User' field can not be populated until the customer and the first user are created. By default, the first user who is provisioned will become the primary user. This can be changed at a later date by someone with Customer Administrator authority).

 

Phone

 

Contact phone number for the company.

 

Address

 

Business address for the company.

 

Fax

 

Business fax number for the company.

 

City

 

City where the primary account holder of the company will be located.

 

Postcode

 

Postcode where the primary account holder of the company will be located.

 

State

 

State where the primary account holder of the company is located e.g. New South Wales, Texas

 

Website

 

Website for the company e.g. http://www.company.com

 

Country

 

Country where the primary account holder of the company is located.

 

Time Zone

 

Timezone where the primary account holder of the company will be located.

 

CSS Filename

 

Default style sheet for the customer. This determines the colour scheme users will see when using SOPRANO MEMS.

 

e.g.: 'root.css'

 

Currency

 

The currency that the business accounts are calculated in.

 

Number Plate

 

This is a non-mandatory field and can be left blank.

 

Driver's Licence

 

This is a non-mandatory field and can be left blank.

 

 

 

 

 

Store changes and exit

 

 

Discard changes and exit.

 

Please note: A license may be required in order to view or use the above features.