Add a Sub-Customer

Use these steps to make a customer the parent of another.

To add a sub-customer:

  1. Under the Accounts Receivable menu section, go to the Customers workspace.
  2. Use the search filter and/or the Search field to select a customer.
  3. In the Customer Hierarchy tab of the workspace, click the Add Sub-Customer action.
    The Create Sub-Customer wizard displays.
  4. Under the Customer island, enter the name of the sub-customer. This is a required field.
  5. Fill out all the other fields as needed.
  6. Click Create.
    Maconomy saves your changes. When you refresh the browser page, you will see the sub-customer listed in the Sub-Customers table.