Difference between revisions of "Site Management"
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| style="width: 512px;" | [[Site_Details#site_CloneAddress|Clone From: Customer Address]] | | style="width: 512px;" | [[Site_Details#site_CloneAddress|Clone From: Customer Address]] | ||
| − | | style="width: 513px" | Clone From: Ship To | + | | style="width: 513px" | [[Site_Details#site_|Clone From: Ship To]] |
| colspan="2" style="width: 513px" | | | colspan="2" style="width: 513px" | | ||
|- | |- | ||
| − | | style="width: 512px;" | Site Name | + | | style="width: 512px;" | Site Name[[Site_Details#site_|]] |
| − | | style="width: 512px;" | Site Type | + | | style="width: 512px;" | Site Type[[Site_Details#site_|]] |
| − | | style="width: 256px;" | Est Date | + | | style="width: 256px;" | Est Date[[Site_Details#site_|]] |
| − | | style="width: 257px;" | Site Code | + | | style="width: 257px;" | Site Code[[Site_Details#site_|]] |
|- | |- | ||
| − | | style="width: 512px;" | Address | + | | style="width: 512px;" | Address[[Site_Details#site_|]] |
| − | | style="width: 513px;" | Chain | + | | style="width: 513px;" | Chain[[Site_Details#site_|]] |
| − | | colspan="2" style="width: 513px;" | Referral Code | + | | colspan="2" style="width: 513px;" | Referral Code[[Site_Details#site_|]] |
|- | |- | ||
| − | | style="width: 512px;" | Address | + | | style="width: 512px;" | Address[[Site_Details#site_|]] |
| − | | style="width: 513px;" | Store No | + | | style="width: 513px;" | Store No[[Site_Details#site_|]] |
| − | | colspan="2" style="width: 513px;" | SLA | + | | colspan="2" style="width: 513px;" | SLA[[Site_Details#site_|]] |
|- | |- | ||
| − | | style="width: 512px;" | Address | + | | style="width: 512px;" | Address[[Site_Details#site_|]] |
| − | | style="width: 513px;" | Store Type | + | | style="width: 513px;" | Store Type[[Site_Details#site_|]] |
| − | | colspan="2" style="width: 513px;" | Priority | + | | colspan="2" style="width: 513px;" | Priority[[Site_Details#site_|]] |
|- | |- | ||
| − | | style="width: 512px;" | Zip | + | | style="width: 512px;" | Zip[[Site_Details#site_|]] |
| − | | style="width: 513px;" | Map Code | + | | style="width: 513px;" | Map Code[[Site_Details#site_|]] |
| − | | colspan="2" style="width: 513px;" | Branch | + | | colspan="2" style="width: 513px;" | Branch[[Site_Details#site_|]] |
|- | |- | ||
| − | | style="width: 512px;" | City | + | | style="width: 512px;" | City[[Site_Details#site_|]] |
| − | | style="width: 513px;" | State | + | | style="width: 513px;" | State[[Site_Details#site_|]] |
| − | | colspan="2" style="width: 513px;" | Price Levels | + | | colspan="2" style="width: 513px;" | Price Levels[[Site_Details#site_|]] |
|- | |- | ||
| − | | style="width: 512px;" | Latitude | + | | style="width: 512px;" | Latitude[[Site_Details#site_|]] |
| − | | style="width: 513px;" | Longitude | + | | style="width: 513px;" | Longitude[[Site_Details#site_|]] |
| − | | colspan="2" style="width: 513px;" | Tax Schedule | + | | colspan="2" style="width: 513px;" | Tax Schedule[[Site_Details#site_|]] |
|- | |- | ||
| − | | style="width: 512px;" | Main No | + | | style="width: 512px;" | Main No[[Site_Details#site_|]] |
| − | | style="width: 513px;" | Fax No | + | | style="width: 513px;" | Fax No[[Site_Details#site_|]] |
| − | | colspan="2" style="width: 513px;" | Active | + | | colspan="2" style="width: 513px;" | Active[[Site_Details#site_|]] |
|- | |- | ||
| − | | style="width: 512px;" | Labor #1 | + | | style="width: 512px;" | Labor #1[[Site_Details#site_|]] |
| − | | style="width: 513px;" | Servicer #1 | + | | style="width: 513px;" | Servicer #1[[Site_Details#site_|]] |
| − | | colspan="2" style="width: 513px;" | Primary Contact | + | | colspan="2" style="width: 513px;" | Primary Contact[[Site_Details#site_|]] |
|- | |- | ||
| − | | style="width: 512px;" | Labor #2 | + | | style="width: 512px;" | Labor #2[[Site_Details#site_|]] |
| − | | style="width: 513px;" | Servicer #2 | + | | style="width: 513px;" | Servicer #2[[Site_Details#site_|]] |
| colspan="2" style="width: 513px;" | | | colspan="2" style="width: 513px;" | | ||
|- | |- | ||
Revision as of 08:44, 23 March 2022
| SiteMgnt.PNG | |||
| Navigation | |||
| To access Site Maintenance, select Search > Sites > Use the search to find the site to access > Select the row for the site to access >Click Edit | |||
| Overview | |||
| Fields | Customer Name | ||
| Customer Code | |||
| Clone From: Customer Address | Clone From: Ship To | ||
| Site Name[[Site_Details#site_|]] | Site Type[[Site_Details#site_|]] | Est Date[[Site_Details#site_|]] | Site Code[[Site_Details#site_|]] |
| Address[[Site_Details#site_|]] | Chain[[Site_Details#site_|]] | Referral Code[[Site_Details#site_|]] | |
| Address[[Site_Details#site_|]] | Store No[[Site_Details#site_|]] | SLA[[Site_Details#site_|]] | |
| Address[[Site_Details#site_|]] | Store Type[[Site_Details#site_|]] | Priority[[Site_Details#site_|]] | |
| Zip[[Site_Details#site_|]] | Map Code[[Site_Details#site_|]] | Branch[[Site_Details#site_|]] | |
| City[[Site_Details#site_|]] | State[[Site_Details#site_|]] | Price Levels[[Site_Details#site_|]] | |
| Latitude[[Site_Details#site_|]] | Longitude[[Site_Details#site_|]] | Tax Schedule[[Site_Details#site_|]] | |
| Main No[[Site_Details#site_|]] | Fax No[[Site_Details#site_|]] | Active[[Site_Details#site_|]] | |
| Labor #1[[Site_Details#site_|]] | Servicer #1[[Site_Details#site_|]] | Primary Contact[[Site_Details#site_|]] | |
| Labor #2[[Site_Details#site_|]] | Servicer #2[[Site_Details#site_|]] | ||
| Jobs Tab | |||
| Customer Tab | |||
| Site Memo Tab | |||
| Tasks Tab | |||
| Contacts Tab | |||
| Notes Tab | |||
| Documents Tab | |||
| Equipment Tab | |||
| Agreements Tab | |||
| PM Schedules Tab | |||
| Invoices Tab | |||
