Linking customers together

1

Is there a way to link the client sales invoices to there individual branches.

I would like to be able to have separate files for each branch ((customer)for delivery and record information) but the invoice and statements need to sent the parent office.

2

If you want separate records, you must create separate “customers” for each branch. But you can include different filing and delivery addresses in a couple ways:

  • One is to simply add the extra information in the billing address box when you create a customer. The field will accept HTML, so you can even add bold headings, etc. for the delivery address.
  • Delivery notes allow a separate delivery address in a dedicated field.
  • Custom fields can be added to various forms where you can enter delivery addresses.

So depending on your exact purpose, there are several options.

3

Thankyou Tut,

I wanted to have 3 to 5 customers linked to the main customer (head office). I have used pronto and this is how the system worked to keep track of different locations when it comes to reporting and site contacts ect.

I will create separate customers for now but would be a great addition to link customers within the development of Manager

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