: : Adding a Customer Site

  1. Open a site creation record sheet either:

    From a customer record sheet:

    From a Site record sheet:

  2. Under the General tab, enter the customer site name and its contact details. Note the icons that enable you to display geolocation information.
  3. Fill in the customer reference used by the customer as an external reference.
  4. Check the Dematerialize invoices box if the customer site can receive this type format. You can manage dematerialization from Edit > Change dematerialization management.
  5. Enter the type of site address (invoicing, delivery, etc.).
  6. Enter the site's banking information and save.

Note: If the customer site closes, remember to close it also in Akuiteo via Edit > Close the site.

 

Creating affiliation links between sites

If the company belongs to a group, you can indicate the customer record sheet under the Filiation links tab.

  1. Click on and select the current customer's role in relation with the third-parties you are going to define.
  2. In the second line, select the third party role, check his details and enter his name.
  3. Add the third-party by clicking on .