Summary
This article will outline how to group together customers by using Parent-Child relationships.1. In TempWizardTM, go to the Utilities menu at the top of the screen and choose Parent Customer Utility.
(You must proceed with caution when using this utility - the result is permanent and irreversible, even by us.)
2. In the utility, you will first search for the customer whom you want to be the CHILD. Key in the first part of the name and click the Search button.
3. After clicking search, you will get a grid full of search results. Follow these three steps: (1) Click to Select the one that you want to be the 'CHILD,' (2) Search for the customer whom you want to be the PARENT, (3) Key in the first part of the name and click tab or the Browse button.
4. Once you have found and selected the new PARENT, you will return to this screen. Simply click the Update button to finish the process.
5. Next, you get a series of Confirmation prompts. READ THEM CAREFULLY AND ANSWER APPROPRIATELY.
This first one is a basic confirmation asking if you are sure you want to make Client A a child of Client B.
This next prompt is asking if you want to convert all of the Child's invoice customer settings to that of the Parent customer.
(Basically making the Parent customer the new invoice customer.)
Another important one will ask if you want to Update All Invoices with the Bill To Address from the New Parent.
And finally, just confirmation. Then it is done and you are finished.
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