Sites

Your first step within the Maintenance module is to set up Sites. Employees, Ids, and Assets are all tied to a Site.

To Add a Site

1. Click on Maintenance > Select Employee sub-menu. The employee window will appear displaying the following icons along the left side: Employees, Ids, and Sites.

2. Click on the sites icon.

3. The title above the Search fields changes to Sites.

4. From the menu bar, select file > New

The Site Edit dialog appears.

5. Enter a Site ID and Name

6. Click on the ellipse for Tax Region. Select the desired tax region for the site that is being entered.

• Region: this is a logical grouping of sites. Click on the ellipse and select a group.

• Sub-Region: this further categorizes the regions. Click on the ellipse and select a group.

• Price Group: click on the ellipse and select a pricing group.

• Address: click the ellipse and enter the address for the site.

• Phone: enter the site's phone.

• Fax: enter the site's fax phone.

• Days in a week: specify the number of days in a week to be charged on the rentals.

• Time zone: specify the time zone for the site in question.

• Locale: this is for future implementation.

• Ship via: select the default ship method for the site.

• Mater bill: set the default master bill for the site.

• Prep Date Offset: set the desired prep date offset for the site.