How to create a placement for a client

Name: Arkon One: How to create a placement for a client
Duration: 51 s
Description: How to create a placement for a client. A step-by-step walkthrough of the screens, buttons and fields involved.

Next lesson: How to add workers to a placement with their bill and pay rates →

How to create a placement for a client. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

Open Operations → Placements (Placements) and press New placement.
Choose the Client (a customer) and enter the Site / project.
Fill in Start, End, the client's Client PO # and notes if you have them.
Set Status (the default is Active) and press Save.
Open the placement and add its workers.

Tip

Statuses are Requested, Active, Completed and Cancelled. The Client PO # is carried onto the invoice.

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