Navigate Between Sites & Add a New Site

Pathway: Accounts > Search > Account Details Screen

From the Customer's screen, users can quickly navigate between the different site locations under the parent account and add a new site.

View All Sites

Select # of # (example: 1 of 2) to display the Site Search popup window.
- TIP: Use the filtering options at the top of the Site Search screen to limit what types of site's display (Ex: only display sites where Status is Active).
Double-click within the row of the desired site. The site will open in current window's tab.

Add a New Site

Select # of # (example: 1 of 2) from the Customer’s screen to display the Site Search popup window.
Select the green ‘+' icon from the upper right corner in Site Search and select Sit. A new 'Add Site’ popup window will display.
Complete all required fields highlighted red in the Basic Settings tab and click Save. Additional fields should be completed based on your company’s data entry procedures.
Select the Billing Settings tab and minimally complete all fields highlighted red and click Save. Additional fields should be completed based on your company’s data entry procedures.

Add A Site Tab Descriptions

Field Descriptions - Basic Settings

The Basic Settings tab includes vital site details like address, site name, notes, and other essential information for accounting and operational purposes.

Field	Description
Contact/Location Information (Name, Address, Phone)	Enter the contact and location information for the site.
Signature Required	If selected, the driver will be required to collect a signature each time they service the location.
LEED Reportable	If selected, data will be collected for environmental reporting.
Division	The region the account belongs to. The division the site is assigned determines who handles the site in other areas such as dispatch and operations and helps billing processing.
Service Region	Identifies the region the site belongs to.
Tax Region	Identifies the tax region the site belongs to.
Source	Indicates how the site originated and helps with future sales and marketing campaigns.
Sales Rep	The sales representative that manages the site.
Status	Indicates the current status of the site.
Site Class	The Site Class the site is included in.
Generator	The amount of waste expected to be generated by this site.
EPA	The EPA ID for the site.
State ID	The State ID for the site.
Additional Service Minutes	Expected additional service minutes needed to complete services for this site.
Note	Displays in the site details section when viewing the Customer screen.
Warning on Open	Displays as a site-specific pop-up warning anytime the site is accessed.
Access Information	Used for conveying information the driver will need to access a location. Displays every time the location is serviced.
Business Hours / Service Window	Used to identify a site's hours of operation. Select the calendar icon to add a schedule.

Field Descriptions: Billing Settings

The Billing Settings tab establishes the billing requirements for the site, including the receipt method for invoices and the designated billing contact.

BIC Profile

The BIC Profile tab pertains to commercial establishments in New York mandated by law to arrange for the collection of their putrescible waste and recyclables through a hauler licensed by the Business Integrity Commission (BIC).

Field	Description
Tax Exempt	If the site is tax exempt and no tax region was selected when the account was created, select the Tax Exempt check box.
Tax Exempt Reason	If the Tax Exempt box is checked, enter supporting information for the reason why the site is exempt.
Surcharge Group	Select a Surcharge Group if the site is subject to a surcharge.
Invoice Detail Level	Determines the amount of information the invoice should include.
Invoice By Email	If the site is receiving invoices by email, select: Account Settings and the site will follow the parent account’s settings. Email With Link and the site will receive a URL link to open the invoice. Email With PDF Attachment and the invoice will be attached to the email as a PDF.
Payee Name	Select the name of the site's billing contact if the contact is different than the account contact. Contacts are only assigned here. To create a contact, the Contacts tool must be used.

Field	Description
Waste Stream Survey	Indicates if a waste stream survey was completed for the site.
Business Type	Specifies the business categorization used to identify the type of waste generated by the site.
Contract Type	Indicates if the contract between the customer and hauler was written or oral.
Other Financial Requirements	Indicates if the site has other financial requirements.
Comments	Option to provide addition comments regarding the site's BIC profile.