How to Setup a New Cleaning Client

Steps to Follow

1. Import Clients

• Import Clients (Learn How to Import Clients)

2. Add Delivery Addresses

• Add Delivery Addresses (Learn How to Add Delivery Addresses)

• Create Delivery Areas (If You Have Physical Articles) (Learn How to Create Delivery Areas)

• Create Carriers (If You Have Physical Articles) (Learn How to Create Carriers)

3. Import Article Types / Subtypes

• Import Article Types / Subtypes (Learn How to Import Article Types)

4. Assign Articles to Clients

• Assign Subtypes to Clients (Learn How to Assign Subtypes to Clients)

5. Create the Contract

• Create the Contract (Learn How to Create the Contract)

6. Create Contracted Fees

• Create Contracted Fees (Learn How to Create Contracted Fees)

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7. Register Client Article (If You Have Physical Articles)

• Register Client Article (Learn How to Register Client Article)