Hierarchy configuration is essential for managing customers in Aliquot. Adding new customers builds historical data, enables required services, and generates reports.
Where to Configure the Hierarchy:
All hierarchy management is under Site Management. Each section below explains how to create an entry at each level.
Manual Hierarchy Configuration:
My Organization:
My Organization:
Create Client
Click on "Create Client"
Required Info:
Name: Customer name.
From Address: Email for sending reports.
Do Not Reply Address: Email for non-reply messages.
Language: Default is English.
Phone Numbers:
Format: US or International.
Phone & Fax: Optional extensions.
Address & Contact Details:
Format: Choose address format (shown on report footers).
Address: Typically HQ address.
Extra Settings:
Time Zone.
Date/Time formatting.
Draft limits.
Legal Disclaimer.
Manage Customers:
Manage Customers:
Select Client (for global users).
Click on "Create Customer"
Required Info:
Name: Customer name.
Optional:
Account Number.
Phone & Fax.
Time Zone (default: America/New York).
Prospect status.
Active/Inactive status.
Address & Contact Details:
Format + Address (usually corporate office).
Users With and Without Access: Choose to revoke or grant access to any user on your site with the proper permissions.
Manage Facilities:
Manage Facilities:
Select Customer.
Click on "Create Facility"
Required Info:
Name: Facility name.
Optional:
Account Number, Notes.
Phone & Fax.
Address & Contact Details:
Format + Address.
Extra Settings:
Time Zone.
Unit system.
Manage user access.
Important: Facility address + Google Maps API determines visibility in Aliquot Mobile (25 mi / 50 km radius).
Users With and Without Access: Choose to revoke or grant access to any user on your site with the proper permissions.
Manage Buildings:
Manage Buildings:
Select Customer & Facility.
Click on "Create Building"
Required Info:
Name: Building name.
Optional:
Account Number, Notes.
Manage user access.
Users With and Without Access: Choose to revoke or grant access to any user on your site with the proper permissions.
Manage Systems:
Manage Systems:
Select Customer, Facility & Building.
Click Create System.
Required Info:
Name: System name.
Optional:
Account Number.
Effective hierarchy configuration is crucial for managing customers within your organization. As sales bring in new customers, it's essential to add them into Aliquot to build historical data, complete required services, and generate reports.
Recommended Reading:
To elevate your configuration skills, check out some of our other articles on hierarchy configuration and management: