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HOW TO - Create A New District

Table of Contents [Hide/Show]       General Description Steps

General Description¶

Default Menu Location Maintain --> Address Book --> Organizations

Function A district will be created using the organization screen

Steps¶

1. Name the district (depending on internal process, the Org and Address may be the same for Districts)


2. Assign BillTo, ShipTo, and District Attributes (filling in each screen with any appropriate details)


3. If tapping, you will also need to set up the builder tap fees. This process is covered in the following video: HOW TO - Set up Builder Tap Fees

4. The user will also need to set up a new contract for the district.