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Customers in OASIS»Parent/Child Relationships for…
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Last modified on 11/21/2012 10:06 AM by User.

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Parent/Child Relationships for Customers

 Many distributors and now contractors are centralizing billing. This is a cost savings for the company and easy to represent in OASIS using the parent / child relationships. Contact lists are merged, allowing common contacts to be identified in the parent company. (Entries in non-parent companies will not merge).

 

Set up the Parent Company

Open the customer entry you want to use for the parent,  Change the Active field to Parent (shown)

 

Set up Child Company

Open the child entry and select the parent company from the listing as shown below.