Before you begin: You can't enter an Order for a Client if the Client is not yet entered into TapClicks. This document shows you how to enter a Client.
How to Add a Client
When you enter a new Order, you have to assign it to a client in TapClicks. If the Client isn't already in TapClicks, this is the document you'll use to learn how to do that.
1] On the left side menu, under Orders click Clients.
2] At the top of the Clients page, click the "+".
3] The New Client page appears.
4] Enter the company name in the Company name textbox.
5] Select the business unit, from the Business Unit dropdown, that you want this Client to belong to. If the business unit you want to add them to does not exist, you will have to create it using How the Create and Manage Business Units.
6] To Enable Cross BU Order Booking, select the checkbox. Selecting this option will enable this client to be as the Client for any Business Unit, not just the one selected previously.
7] Select the Default Data Profile from the dropdown.
8] Click in the Client Groups textbox and choose one or more Client Groups to assign this Client to. To remove a Client Group, click the "x" to the right of the name.
] If you want to add a new User for this Client, click the Add a new user for this Client link near the bottom of the page and fill in the user information.
6] Click the Create button at the bottom of the page.