Difference between revisions of "Site Management"
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| class="fieldGrayBackgrounds" colspan="2" style="width: 513px" | | | class="fieldGrayBackgrounds" colspan="2" style="width: 513px" | | ||
|- | |- | ||
| − | | style="width: 512px;" | [[Glossary#site_Name|Site Name]] | + | | class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#site_Name|Site Name]] |
| − | | style="width: 512px;" | [[Glossary#site_Type|Site Type]] | + | | class="fieldGrayBackgrounds" style="width: 512px;" | [[Glossary#site_Type|Site Type]] |
| − | | style="width: 256px;" | [[Glossary#site_EST|Est Date]] | + | | class="fieldGrayBackgrounds" style="width: 256px;" | [[Glossary#site_EST|Est Date]] |
| − | | style="width: 257px;" | [[Glossary#site_Code|Site Code]] | + | | class="fieldGrayBackgrounds" style="width: 257px;" | [[Glossary#site_Code|Site Code]] |
|- | |- | ||
| − | | style="width: 512px;" | [[Site_Details#site_Address|Address]] | + | | class="fieldGrayBackgrounds" style="width: 512px;" | [[Site_Details#site_Address|Address]] |
| − | | style="width: 513px;" | [[Site_Details#site_Chain|Chain]] | + | | class="fieldGrayBackgrounds" style="width: 513px;" | [[Site_Details#site_Chain|Chain]] |
| − | | colspan="2" style="width: 513px;" | [[Site_Details#site_Referral|Referral Code]] | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | [[Site_Details#site_Referral|Referral Code]] |
|- | |- | ||
| − | | style="width: 512px;" | [[Site_Details#site_Address|Address]] | + | | class="fieldGrayBackgrounds" style="width: 512px;" | [[Site_Details#site_Address|Address]] |
| − | | style="width: 513px;" | [[Site_Details#site_StoreNo|Store No]] | + | | class="fieldGrayBackgrounds" style="width: 513px;" | [[Site_Details#site_StoreNo|Store No]] |
| − | | colspan="2" style="width: 513px;" | [[Site_Details#site_SLA|SLA]] | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | [[Site_Details#site_SLA|SLA]] |
|- | |- | ||
| − | | style="width: 512px;" | [[Site_Details#site_Address|Address]] | + | | class="fieldGrayBackgrounds" style="width: 512px;" | [[Site_Details#site_Address|Address]] |
| − | | style="width: 513px;" | [[Site_Details#site_StoreType|Store Type]] | + | | class="fieldGrayBackgrounds" style="width: 513px;" | [[Site_Details#site_StoreType|Store Type]] |
| − | | colspan="2" style="width: 513px;" | [[Site_Details#site_Priority|Priority]] | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | [[Site_Details#site_Priority|Priority]] |
|- | |- | ||
| − | | style="width: 512px;" | [[Site_Details#site_Zip|Zip]] | + | | class="fieldGrayBackgrounds" style="width: 512px;" | [[Site_Details#site_Zip|Zip]] |
| − | | style="width: 513px;" | [[Site_Details#site_MapCode|Map Code]] | + | | class="fieldGrayBackgrounds" style="width: 513px;" | [[Site_Details#site_MapCode|Map Code]] |
| − | | colspan="2" style="width: 513px;" | [[Site_Details#site_Branch|Branch]] | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | [[Site_Details#site_Branch|Branch]] |
|- | |- | ||
| − | | style="width: 512px;" | [[Site_Details#site_City|City]] | + | | class="fieldGrayBackgrounds" style="width: 512px;" | [[Site_Details#site_City|City]] |
| − | | style="width: 513px;" | [[Site_Details#site_State|State]] | + | | class="fieldGrayBackgrounds" style="width: 513px;" | [[Site_Details#site_State|State]] |
| − | | colspan="2" style="width: 513px;" | [[Site_Details#site_PriceLevels|Price Levels]] | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | [[Site_Details#site_PriceLevels|Price Levels]] |
|- | |- | ||
| − | | style="width: 512px;" | [[Site_Details#site_Lat|Latitude]] | + | | class="fieldGrayBackgrounds" style="width: 512px;" | [[Site_Details#site_Lat|Latitude]] |
| − | | style="width: 513px;" | [[Site_Details#site_Long|Longitude]] | + | | class="fieldGrayBackgrounds" style="width: 513px;" | [[Site_Details#site_Long|Longitude]] |
| − | | colspan="2" style="width: 513px;" | [[Site_Details#site_TaxSchedule|Tax Schedule]] | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | [[Site_Details#site_TaxSchedule|Tax Schedule]] |
|- | |- | ||
| − | | style="width: 512px;" | [[Site_Details#site_MainNo|Main No]] | + | | class="fieldGrayBackgrounds" style="width: 512px;" | [[Site_Details#site_MainNo|Main No]] |
| − | | style="width: 513px;" | [[Site_Details#site_Fax|Fax No]] | + | | class="fieldGrayBackgrounds" style="width: 513px;" | [[Site_Details#site_Fax|Fax No]] |
| − | | colspan="2" style="width: 513px;" | [[Site_Details#site_Active|Active]] | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | [[Site_Details#site_Active|Active]] |
|- | |- | ||
| − | | style="width: 512px;" | [[Site_Details#site_Labor1|Labor #1]] | + | | class="fieldGrayBackgrounds" style="width: 512px;" | [[Site_Details#site_Labor1|Labor #1]] |
| − | | style="width: 513px;" | [[Site_Details#site_Servicer1|Servicer #1]] | + | | class="fieldGrayBackgrounds" style="width: 513px;" | [[Site_Details#site_Servicer1|Servicer #1]] |
| − | | colspan="2" style="width: 513px;" | [[Site_Details#site_PContact|Primary Contact]] | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | [[Site_Details#site_PContact|Primary Contact]] |
|- | |- | ||
| − | | style="width: 512px;" | [[Site_Details#site_Labor2|Labor #2]] | + | | class="fieldGrayBackgrounds" style="width: 512px;" | [[Site_Details#site_Labor2|Labor #2]] |
| − | | style="width: 513px;" | [[Site_Details#site_Servicer2|Servicer #2]] | + | | class="fieldGrayBackgrounds" style="width: 513px;" | [[Site_Details#site_Servicer2|Servicer #2]] |
| − | | colspan="2" style="width: 513px;" | | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | |
|- | |- | ||
| − | | style="width: 512px;" | | + | | class="fieldGrayBackgrounds" style="width: 512px;" | |
| − | | style="width: 513px;" | | + | | class="fieldGrayBackgrounds" style="width: 513px;" | |
| − | | colspan="2" style="width: 513px;" | | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | |
|- | |- | ||
| − | | style="width: 512px;" | Jobs Tab | + | | class="fieldGrayBackgrounds" style="width: 512px;" | Jobs Tab |
| − | | style="width: 513px;" | | + | | class="fieldGrayBackgrounds" style="width: 513px;" | |
| − | | colspan="2" style="width: 513px;" | | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | |
|- | |- | ||
| − | | style="width: 512px;" | | + | | class="fieldGrayBackgrounds" style="width: 512px;" | |
| − | | style="width: 513px;" | | + | | class="fieldGrayBackgrounds" style="width: 513px;" | |
| − | | colspan="2" style="width: 513px;" | | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | |
|- | |- | ||
| − | | style="width: 512px;" | | + | | class="fieldGrayBackgrounds" style="width: 512px;" | |
| − | | style="width: 513px;" | | + | | class="fieldGrayBackgrounds" style="width: 513px;" | |
| − | | colspan="2" style="width: 513px;" | | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | |
|- | |- | ||
| − | | style="width: 512px;" | Customer Tab | + | | class="fieldGrayBackgrounds" style="width: 512px;" | Customer Tab |
| − | | style="width: 513px;" | | + | | class="fieldGrayBackgrounds" style="width: 513px;" | |
| − | | colspan="2" style="width: 513px;" | | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | |
|- | |- | ||
| − | | style="width: 512px;" | | + | | class="fieldGrayBackgrounds" style="width: 512px;" | |
| − | | style="width: 513px;" | | + | | class="fieldGrayBackgrounds" style="width: 513px;" | |
| − | | colspan="2" style="width: 513px;" | | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | |
|- | |- | ||
| − | | style="width: 512px;" | | + | | class="fieldGrayBackgrounds" style="width: 512px;" | |
| − | | style="width: 513px;" | | + | | class="fieldGrayBackgrounds" style="width: 513px;" | |
| − | | colspan="2" style="width: 513px;" | | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | |
|- | |- | ||
| − | | style="width: 512px;" | Site Memo Tab | + | | class="fieldGrayBackgrounds" style="width: 512px;" | Site Memo Tab |
| − | | style="width: 513px;" | | + | | class="fieldGrayBackgrounds" style="width: 513px;" | |
| − | | colspan="2" style="width: 513px;" | | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | |
|- | |- | ||
| − | | style="width: 512px;" | | + | | class="fieldGrayBackgrounds" style="width: 512px;" | |
| − | | style="width: 513px;" | | + | | class="fieldGrayBackgrounds" style="width: 513px;" | |
| − | | colspan="2" style="width: 513px;" | | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 513px;" | |
|- | |- | ||
| style="width: 512px;" | | | style="width: 512px;" | | ||
Revision as of 14:06, 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 Code | Customer Name | ||
| Clone From: Customer Address | Clone From: Ship To | ||
| Site Name | Site Type | Est Date | Site Code |
| Address | Chain | Referral Code | |
| Address | Store No | SLA | |
| Address | Store Type | Priority | |
| Zip | Map Code | Branch | |
| City | State | Price Levels | |
| Latitude | Longitude | Tax Schedule | |
| Main No | Fax No | Active | |
| Labor #1 | Servicer #1 | Primary Contact | |
| Labor #2 | Servicer #2 | ||
| Jobs Tab | |||
| Customer Tab | |||
| Site Memo Tab | |||
| Tasks Tab | |||
| Contacts Tab | |||
| Notes Tab | |||
| Documents Tab | |||
| Equipment Tab | |||
| Agreements Tab | |||
| PM Schedules Tab | |||
| Invoices Tab | |||
