The |clients| tab or clients folder on the navigation bar lists current laboratory clients. Clients may be deleted from the system by selecting the checkbox, and clicking on the [delete] button

To maintain database integrity, you will not be able to delete clients that have analysis or order data in the system already

Client contacts do not see the |clients| tab or clients folder on the
navigation bar. Any modifications to the client details are for their own
company only

Client list

Click on a client to navigate to their pages

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

The |contacts| subtab on client page shows the current client contact persons, and allows the addition of new contacts with the [add new contact] button

Client contact person

The client contact person is defined, and using the [next] button, their addresses and publication preferences

Publication preferences

Publication preferences specify the media in which the results of an analysis request requested for that client contact should be returned. This may be by fax, email or SMS

Client contact publication preference

Highlight the Contacts preferred publication methods. Selected preferences are shown in blue. To select more than one preference, hold the [Ctrl] key on your keyboard down while clicking on the preference you want to select

User account and login

Once the client contact has been defined, it is necessary to define a userid for that person to access the system. This is done using the |login details| subtab

Client contacts are able to create new client contacts
for their company, but they are not permitted to create login details
for the new contact. This must be requested from the lab personnel

Client contact login details

Once the client contact has a login defined, a confirmation message is presented

Confirmation of client login definition

The client may now login to the system to submit analysis requests, orders and to view results