Clients

Client Hierarchy, Contract Filtering, and User Linking

Overview OWNLY uses a structured client hierarchy where Manufacturers are assigned to Rental Companies, Dealers are assigned to Rental Companies and Manufacturers, and Salespeople are assigned to Dealerships. Understanding this hierarchy helps ensure smooth data entry and proper user account set...

Creating and Managing Client Profiles (Dealers, Manufacturers, and Salespeople)

Overview The Clients module manages all external partner profiles, including Manufacturers, Dealership locations, and Salespeople. Setting up these relationships correctly ensures that sales locations and representatives map accurately during contract creation. Navigation & Step-by-Step Instruc...