Add an additional location to a customer

Administrator, Technician
  • Either an Administrator or a Technician can add additional locations to a customer with multiple branches.
  • Notice: All battery libraries added under a single customer name will be visible to all branches associated with that customer name.
  • If a customer does not wish to share battery libraries with other branches each branch must be added as a separate customer.
  • Ex: ABC Co. has 3 locations.
  • Customer name. ABC Co.
  • Branch/store #: 001.
  • Branch/store #: 002.
  • Branch/store #: 003.
  • All 3 branches will be able to view all battery libraries associated with the company name ABC Co by selecting locations.
  • From the Dashboard select the customer.
  • Below the customer information to the right of Location click Add.
  • Enter the branch number or a unique identifier Ex: North.
  • Complete the address, contact, phone and email fields and click Add.
  • Ex: ABC Co. has 3 locations.
  • 1st customer name: ABC Co. North.
  • 2nd customer name: ABC Co. West.
  • 3rd customer name: ABC Co. South West.
  • Each location will be able to view only their own battery libraries.
  • Add each branch as an individual customer.
  • In each customer name include a branch number or unique identifier Ex: ABC North.