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Clone an existing agency account to create a new agency account.
Record Type must be SITE
Review and update the following fields on the page.
Populate the Warehouse field after it is created.
Add Alternate
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Shipping records
Add Contacts.
Then update the
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Shipping Contact field
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on the Account and on Alternate Shipping for emailing transfer orders.
Statics Tracking
How many people are served
Updated daily from
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Posted Sales Invoices
Pounds Delivered
How
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many LBs are delivered
Updated daily from
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Posted Sales Invoices
Grant Tracking
Use Projects and Project
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Tasks objects
Grant Used is updated by GoldFinch from
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Transfer Orders
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Not from Purchase Orders