How to Register Client Articles

Prerequisites

• The client must already exist (Learn How to Create a Client)
• The client must have an available delivery address (Learn How to Create a Delivery Address)
• Sub articles must already be assigned to the client (Learn How to Assign Article Subtypes)
• A contract must exist (Learn How to Create Contracts)

Steps to Follow

1. Access the Articles Page (Articles Management Menu)

To access this page, click Articles Management > Articles in the side menu.

2. Click the From Client Tab

Within the Articles page, click the From Client tab.

3. Click the Actions Button

Within the From Client tab, click the Actions button.

4. Click the Register Client Article Option

After clicking the Actions button, click Register Client Article.

5. Fill in the Form

Fill in the form fields with the necessary information to register the client article.