Adding information to organisation info and invoice information

To find the Service Outlets tab, go to Administration → Polixen Setup → Service Outlets

When opening that tab, it will bring you the service outlets list where you can view your listed service outlets, with an active clients number to the right.

If we click on the blue box with the number of active clients, can view them in this window

Clicking on the blue i button next to an client will take you to their Client Information that is located in Clients → Client List

If you want to check the Dex Reference Data, then just click on the yellow button “Dex Reference Data” on the top right of the window

There you will see this window asking for the XML file to upload

Adding clients to a service outlet

For example, if we want to change the service outlet for our client Gregory Hicks, we would then go to Clients → Client List