Setting up Parent/Child Relationships for Customers

Many distributors and contractors are centralizing billing. This process is cost-saving for the company and easy to represent in OASIS, using the parent/child Relationships feature. This feature merges contact lists, allowing common contacts to be identified in the parent company. Note: entries in non-parent companies will not merge.

Setting up the Parent Company

1. Navigate to the Customers page, and select a customer.

2. The "Customer Editor" window will appear.

3. In the "General" tab, change the "Active" field to "Parent (shown)." This allows the manufacturer to be shown in quotes and orders. "Parent" does not allow the manufacturer to be shown on quotes and orders.

4. Select "Save and Close."

Setting Up the Child Company

1. Navigate to the Customers page. and select another customer.

2. The "Customer Editor" window will appear.

3. In the "General" tab, select the "Parent Company" from the drop-down menu.

4. In the "Active" field, select "Active" from the drop-down menu.

5. Select "Save and Close."