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: : Adding a Customer Site
- Open a site creation record sheet either:
From a customer record sheet:
- click on the Sites tab and click on
on the right of the table.
From a Site record sheet:
- Go to Third-parties > Sites and start searching.
- From the search result, open the customer site record sheet that you want and click on
.
- Under the General tab, enter the customer site name and its contact details. Note the icons that enable you to display geolocation information.
- Fill in the customer reference used by the customer as an external reference.
- Check the Dematerialize invoices box if the customer site can receive this type format. You can manage dematerialization from Edit > Change dematerialization management.
- Enter the type of site address (invoicing, delivery, etc.).
- 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.
- Click on
and select the current customer's role in relation with the third-parties you are going to define.
- In the second line, select the third party role, check his details and enter his name.
- Add the third-party by clicking on
.
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