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Add or Remove Customer Site Assignments

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The sites that customers are assigned to can be managed, and this lets you add or remove sites and set the price point. The price point (percentage markup) applied to the customer’s inventory purchases. Leave this field blank to use a global price point or select from price points set to be restricted to select customers.

Learn more about how to set up the default price points, in Set up your Price Points.

  1. Navigate to Customers.
  2. Click the Customer Record. By default, the Details tab displays.
  3. Click the Sites Sites.png tab and the Customer Sites displays.

clipboard_ec77898dc166217ba540ed91544431f79.png

(A) Update an Existing Site

  • For an existing site, you can select a default price point or leave it blank. 

(B) Add a New Site

  1. Click the Add customer to new site button.
  2. From the Site drop-down, select the site.
  3. Select a default price point or leave it blank.

The site is automatically saved.

To remove a site, click the Remove clipboard_e264d2af45ffa9027ee09b0ce1ee3c82f.png icon.