Overview
A LoanerTrak database can host a number of companies, each with their own specific inventory, users and orders. This document details what is required when setting up a new company by both Burns Technologies and the Customer.
Steps by Burns Technologies
The following tables are updated with the new company ID:
badgecount - Create new record for each new company
c_apiparams - FedEX data is required for API connectivity for this location. Create new parameter record for each new company.
company - Create new record for each new company. Connect it to the site ID created by BTI for licensing.
Steps by Burns Technologies
The following tables are updated with the new company ID:
badgecount - Create new record for each new company
c_apiparams - FedEX data is required for API connectivity for this location. Create new parameter record for each new company.
company - Create new record for each new company. Connect it to the site ID created by BTI for licensing.
customcode - Duplicate custom code entries for each new company.
emailsettings - Create new record for each new company
globset - Create new record for each new company. Add license key for total concurrent users at this company.
Steps by Customer
1. Open Data > Customers and set up the new companies as supplier companies for their respective set supercategories.
2. Open Admin > Holidays and set up the new company's holidays.