How to Create Client and Brand

How to Create a Client and Brand?

Creating a Client and a Brand is to be done at 2 levels.

1. Create a Global Client and Global Brand from the Admin

2. Create the Client and Brand from Masters.

Step 1

Select Admin and click on Global Client on the left hand side panel.

Select the Medium on the top right hand corner. 

Then click on Add at the bottom of the screen.

Please enter all the relevant information in the following page and click on Save.

Thereafter, click on Global Brand on the left hand panel.

Click on the Add button and select the Global Client from the drop down and then create the Global Brand as displayed below.

Once the information is entered, click on Save.

Step 2, create the client/brand from the Masters;

Please click on Master and then click on Client on the left hand panel.

Thereafter, Click on Add and proceed to the following page.

Here, select the previously created Global Client and then add rest of the details of the Client.

Once all the information is filled in, click on Save.

Finally, click on Brand in the left hand panel. 

Here, please select the Global Client, Client, Global Brand which will auto populate the Brand.

Please enter the rest of the details as needed and then click on Save.