Adding a Multi-Site Customer

Note: "Shared sites" means the Centralized Order Entry or A/R categories are being replicated between the sites.

When a customer is added in one site, it does not automatically populate in the other shared sites. To add the existing customer to another shared site, follow these steps:

On the Customers form, select Actions > New.
Enter the customer number or select it from the drop-down list.

The customer number already exists at the other site and was replicated to this shared site. Some of the information, including the address and credit limit, is copied from the source site.
Fill in the rest of the information manually in the Customers form at the shared site.