Hierarchy configuration is essential to managing the customers within your organization. As sales bring in new customers, adding them into Aliquot will be essential to build historical data against the customer, and complete the required services and reports. Utilizing System templates will reduce the amount of time that is required to add new customers to the hierarchy.
Where to Configure the Hierarchy:
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All of Aliquot's hierarchy management is accessible from the Site Management tab. Each section has a dropdown in the article walking through the process of creating a new entry. |
Manual Hierarchy Configuration:
My Organization:
My Organization:
Required information is marked by italics.
Create Client: Click on the "Create Client" button in the upper right-hand corner.
Client Details
Name: Enter the name of the new customer
From Address: Email which reports will be sent from
Do Not Reply Address: Email that sends emails not meant for reply
Language: Choose the language for the new Client. Dropdown defaults to English
Phone Numbers
Phone Format: Choose between international and US phone number format from a dropdown. Defaults to US.
Phone Number: Add a phone number for the Client. Optionally add an extension.
Fax Number: Optionally add a fax number and extension to the client.
Address & Contact Details
Format: Choose how to enter the Client's address. This address and format are reflected on report footers.
Address: Enter the Client address. This is typically the headquarters of your business or division.
Extra Settings
Time Zone: Set the time zone for the new client.
Formatting: Time, Short, and Long date Format
Drafts: Set maximum number of Drafts
Disclaimer: Add a Legal Disclaimer to appear on reports
Logo: Insert an image to be used as a logo on reports.
Manage Customers:
Manage Customers:
Required information is marked by italics.
Select Client: If your user is a global user, ensure that you have selected the correct client that you are creating the new customer in.
Create Customer: Click on the "Create Customer" button in the upper right-hand corner.
Customer Details
Name: Enter the name of the new customer
Account Number: Optionally add a number to the customer for or from your records.
Phone Numbers
Phone Format: Choose between international and US phone number format from a dropdown. Defaults to US.
Phone Number: Add a phone number for the customer. Optionally add an extension.
Fax Number: Optionally add a fax number and extension to the customer.
Time Zone: Choose the time zone which the customer resides in. Defaults to "America/New York" (a.k.a. EST, UTC-05:00)
Prospect: An option that allows a customer to be labeled as a "Prospect". Can be used if you have a customer's information and would like them to become a serviced customer.
Status: Choose whether the new customer will be active or not. Setting a customer will hide it from most lists unless explicitly filtered for.
Address & Contact Details
Format: Choose how to enter the customer's address.
Address: Enter the customer's address. For the customer layer this will typically be the corporate office.
Extra Settings: Add up to three custom tags to your customer.
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:
Required information is marked by italics.
Select Customer: Select the customer which the new facility will be created under.
Create Facility: Click the Create Facility button in the upper right-hand corner.
Facility Details
Name: Enter a name for the new facility.
Account Number: Optionally add a number to the customer for or from your records.
Notes: Add any relevant notes relating for this facility.
Phone Numbers
Phone Format: Choose between international and US phone number format from a dropdown. Defaults to US.
Phone Number: Choose a good phone number for the facility. If you do not have one, you can fill this field will 1's to
Fax Number: Optionally associate a fax number and extension to this facility.
Address and Contact Details
Format: Choose how to enter the facilities address.
Address: Enter the facilities address.
Extra Settings
Time Zone: If the facility is in a different time zone than the one specified by the customer configuration.
Unit: Choose the measurement system used when interacting with this facility.
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:
Required information is marked by italics.
Select Customer and Facility: Ensure that you have selected the correct customer and facility which the building will be associated with.
Create Building: Click the Create Facility button in the upper right-hand corner.
Building Information
Name: Enter a name for the new building.
Account Number: Optionally add a number to the customer for or from your records.
Notes: Enter any notes for the new building.
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:
Required information is marked by italics.
Select Customer, Facility, and Building: Ensure that you have selected the correct customer, facility, and building which the system will be associated with.
Create System: Click the Create System button in the upper right-hand corner.
Name: Enter a name for the new system
Account Number: Optionally add a number to the customer for or from your records.
Configure System Types: [WIP]
Configure System Types: [WIP]
Configuring System Templates
To view or create System Templates, go to Site Management and click on System Types.
These systems are site-wide and added by admins.
Systems are listed with their ID number, name, a brief description, and Component Count (the number of components assigned to that system type).
Filter by Use
In Use systems are currently active. By default, this screen lists In Use systems.
Not in Use systems are created and available for use but not currently active.
To create a system-wide template, go to the upper right and click Create System Type.
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. Utilizing system templates can significantly reduce the time needed to add new customers to the hierarchy.
Recommended Reading:
To elevate your configuration skills, check out some of our other articles on hierarchy configuration and management: