Customer and Site Management

Provides read & write access to customer and site entities.

Definitions

• Customer - the primary entity within Elevate to represent the person or company who is contracted with a Contract Owner for the provision of products or services.
• Site - within each Customer, there are one or more Sites to represent the physical locations of the Customer.

Products and services are associated to the Sites as inventory items. Sites can be setup to receive invoices individually or to consolidate invoices to a particular site or sites.