What are the steps to set up a new customer in the Facility Module?

This article outlines the steps to set up a new customer.

Customer Set Up Steps

The steps below should be completed when setting up a new customer in the Facility Module. 

  1. Create Customer Record
  2. Create Customer Contacts
  3. Set Up Charge Types (If Applicable)
  4. Create Custom Item Types
  5. Create Customer Charges
  6. Set Up Delivery Schedule