: :  Site Module

The site creation screen allows you to search and create 'on-the-fly' a site linked to a customer or a supplier. Several sites can co-exist in the same structure (invoice site, delivery site, etc.)

Check that the Tabs display is activated in Edit > Preferences.

Tabs and descriptions

Site Module
Tabs Description
General Allows you to enter general information linked to the customer or prospect's site like the address, the managers, the types of sites and bank information to use.
Contacts List of direct contacts on site who can be added on-the-fly.
Money orders

Enables the input of SEPA direct debits information.

History Summary table giving the history of actions performed on the Site record sheet.

 

See also...

Adding a Site