<aside> 💡 The Profile Sharing capability allows companies on the same HQ Warehouse site to share Customers with one another.

The owner of the Parent Customer is the only one that can set and update Customer Details, Articles, Portal Users, Attachments, Configuration, Cost Centers and Sharing. The company that accesses the Child Customer can only create Orders, Inventory and Work Orders, however; they can view all the details about that Customer.

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<aside> 💡 Example:

Should a moving company have an account that has needs for Warehouse services in Santa Fe and in St Louis but the moving company servicing the account only has a Warehouse in one of those cities, then they will contract a second moving company to do the work that the first cannot. If they are both use the same HQ Warehouse site then they can link up via a Sharing Record.

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Profile Sharing 📖

1. Click the Sharing tab

   

2. Click the New button to get started

   

   <aside> 💡 This opens the Sharing Directory; filter and select the company the Customer will be shared with

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3. Check the checkbox next to the desired company and then the Share button towards to top of the popup

   

4. Clicking the blue rectangles button will open up a grid to display the Inventory in the Warehouse that the customer is shared with

   

   <aside> 💡 This grid can be arranged like any other grid in the system; it can be filtered by in or out of Warehouse Inventory

   

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5. Click the Work Orders button to display a list of Work Orders in the Warehouse that the Customer is shared with

   

   <aside> 💡 From this view, users can see Work Orders and drill down to view the Line Items

   

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<aside> 💡 The Work Order view:

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<aside> 💡 In order to archive a Shared Customer:

• All inventory must be shipped
• Work orders closed
• Orders archived
• The Ongoing Checkbox (on Customer Details page) must be set to False in the Parent Customer </aside>

<aside> 💡 For more information see Archiving Customers for more information

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