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