How to Create Customer Departments

OnTime Programs, Apps, and Portals > OnTime Management Suite
If you have customers who need their invoices separated by department or division, set those customers up with departments. Customers can choose the appropriate department under which each order should be attributed, and OnTime invoices will group these orders to form individual department totals. Follow these steps to begin adding new departments for your customers:
  1. Go to the Customers list in OnTime Management Suite and open the desired customer record.
  2. Select the Departments tab from the left.
  3. Click the New button, enter the department's name in the Edit window, and click OK to save the new department.
Article ID: 130, , Modified: June 28 at 10:33 AM

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