Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

A Group () is a job site underneath a parent Job Site. It has all of the same features, functions and options as the parent Job Site, the only difference being that it is a child location of a Job Site. This is primarily used for organizational or billing purposes.

This page contains the following:

Table of Contents

Why Choose a Group vs. a Job Site

...

When a Job Site has child Groups, both the parent Job Site and Groups function as Job Sites, receiving direct shipments and generating location-specific invoices. Reporting, product quantities and grid views for the parent Job Site include records and quantities from the child Groups.

Page Tree
rootWorking with Groups

Adding a Group

You can only add a Group to a Job Site.

Note: For more information, refer to Adding a Job Site and other Job Site help articles

To add a Group:

1. Click the appropriate Job Site.

Image Added

2. Click the Add button (Image Added) and select Add Group from the dropdown that appears.

Image Added

The Group dialog appears. The default required fields for a Group include:

      • Group Name
      • Customer
      • If the Group is Billable, Billing Method details and Rate Profile

Required field information will default from the Parent Job Site, but can be changed if desired.

3. Click in the Group Name text field and enter the name of the new group.

4. As necessary, click the Customer dropdown and select the appropriate customer.

Image Added

4. Click the Billing tab.

The Group dialog refreshes.

5. Click the First Invoice Date calendar icon(Image Added).

Image Added

The calendar appears

Image Added

6. Locate and click the appropriate date.

7. Click OK when you are ready to save the new Group.