Datagate: Add and Edit Customer Sites

Written by Marissa Orsini

Updated at May 4th, 2023

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Table of Contents

Scope Requirements Add Customer Site Edit Site Details

Scope

The following steps will show you how to add and edit customer sites for billing, taxes, and usage purposes

Requirements

Access to Datagate Portal

Add Customer Site

Click on Customers in the main menu
Click on the Customer Code or Name link in the customer list table that you want to add a site to.
Click on Sites tab
Click the + button, Site Details page will open
Enter the Site details

Name: Site Name
Address 1
Address 2
City
Zip/Postal Code: For US and Canada customers, ensure that you add a valid ZIP code for tax calculations.

Edit Site Details

Click on Customers in the main menu
Click on the Customer Code or Name link in the customer list table that you want to add a site to.
Click on Sites tab
Click the site you want to edit
Update any details necessary. Note this will only take effect for future invoices.
Click the floppy disk to save.

edit data customer sites