Create a Customer

Overview

• Customers can only be created at the BluB0X or Integrator levels.
• When a new Customer is created, other things are done behind the scenes automatically: 
  • A System is created: systems are intended to hold one or more "Facilities" (see below).  The system's name is the concatenation of the Customer's address and name - for instance "100 Main St. – Reed Smith Group".  
  • A Facility is also created inside the System: (think of it as a building or an office inside a building), and
  • An Occupancy is created inside the Facility: (Facilities can be multi-tenanted, so an Occupancy is needed to house the Customer).
     

     

Instructions

1. Log in and navigate to Customer. Main Menu-> Setup-> Facilities and Customers-> Customer
2. Click the icon to create a new Customer.
3. Select the Integrator from the drop-down menu.
4. Enter the name of the Customer in the Customer Name text field.and assign it a Customer Number.
5. Enter the address in Address 1 and Address 2 if necessary.
6. Enter the City and Postal Code.
7. Select the Country and Region.
8. If the billing address is the same check the Same as billing address box, else repeat steps 5-7.
9. Enter the Time Zone and Website.
10. Below the map, you may also enter a Contact Email and Phone Number, select the  to add a new email or phone.
11. When finished use the  to finish.