3.2. Creating a Client

Next: Client Contacts Previous: Introducing Clients  

Only lab managers and clerks are authorised to create new clients
Clients should however be encouraged to maintain their address information
and preferences once it has been created to reduce the lab's admin load
Client contacts are allowed to create more contacts at the same
Client organisation, handy for storing additional information

A new client is added by clicking on the [add new client] button on the clients list and enter its details in the following screens. The client default page first

Create new client

Enter the client name and information.  It is wise to enter the fax number without any spaces as shown above. Failing to do this will create errors when the system tries to fax the client at that number

If your lab provides discount to certain clients, like members of a co-operative lab, and the client is a member, check the Member discount applies checkbox

Member's discount are set-up in the Bika Settings management screen

Click on the [next] button to navigate to the address form

Client address

An email address for the client company may be added. Please note that analysis results are faxed and emailed to the Client Contact requesting the analyses. Email addresses for Contacts are maintained in from the contacts page, as described in the Client Contacts section

An address may be added for each of Physical address, Mailing address, Billing address sections

The added addresses are presented in the client address form, where they may be deleted or edited

Click [save] to save your work

Next: Client Contacts Previous: Introducing Clients