How To - Estate Structure


  1. When you choose to add a new company, you must first enter all the basic company contact details:



  2. When the company details are defined, an option box will allow you to add a new company or add an area to the company you just created.


  3. Please include the site address, as this helps identify the site later, especially where there are multiple sites with similar names.


  4. You will be presented with a variation of the below page every time you complete your new company, area, site, sales area, or POS. By the time that you define a sales area or a POS, the option box will allow you to modify any part of the estate structure:





  5. Please note, that once these have been created in Base Data they cannot be deleted.