How to Add and Edit Customer Sites

Datagate Support | Oct 18, 2017

Customer sites act like cost centers, it allows customer charges to be grouped up.  E.g. Grouped by geographic location, departments, etc.

If you have any questions, don’t hesitate to contact the Services Team.

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How to Add a Customer Site

1. Click on Customers in the main menu.
2. Click on the Customer Code or Name link in the customer list table that you want to add service item.
3. You will navigate to Customer invoices page. Click on Sites tab.
4. Customer Site page displays all the Sites associate with the customer in a table view.
5. Click the + button, Site Details page will open.

6. Enter Site details and click Save.

 🚨 Note: For US and Canada customers, ensure that you add a valid ZIP code for tax calculations

How to Edit Site Details

1. Click on Customers in the main menu.
2. Click on the Customer Code or Name link in the customer list table that you want to add service item.
3. You will navigate to Customer invoices page. Click on Sites tab.
4. Customer Site page displays all the Sites associate with the customer in a table view.
5. Click on a Site record in the table, Site Details window will open right corner of the page.
6. Update site details and click Save button.

Site Details Explained

Field	Description
Site name *	Enter site name Site name is a required field Site name must be unique for a customer so, cannot have duplicate site name Changing the site name doesn't affect transactions, invoices and usage that used previous name
Address 1	Enter street address of the site. Optional field
Address 2	Enter suburb of the site. Optional field
City	Enter City. Optional field
Zip/Postal Code	Site postal code; VERY IMPORTANT: used for tax calculation and compliance in the US and Canada
Reference Code	Reference code optional field
Exemption Code	Tax exemption
Rate Card	If you want to add particular rating per specific site, set rates here