Adding Locations and Accounts

Learn how to add a new Location and Account to an existing Customer manually.

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

1. Open your Customer and select ‘Locations’ within the treeview on the left
2. Select ‘Add Location’ to open the Location Details menu.
3. Add a Location Name (if your Customer uses the Customer Portal, this will be visbile to them to identify the Location).
4. Update the address manually by filling out the boxes, ensuring that all mandatory fields (those with a red asterisk) are filled.
5. Once the address is updated, if you don’t have Account details simply click ‘Save’ and you’re done.
6. If you do have the Account details, click ‘Save & add Account’, which will take you to the next screen where Account details can be added.
7. If adding an Account, update the Commodity and other mandatory information including annual usage.
8. Click Save.