Adding an Office in SBMS

How to Add an Office in SBMS

1. Select Master Data.
2. Select Agency Offices from the Master Data menu to open the Office Information screen. 


3. Select your agency from the Agency Name menu.


4. Select the New button at the bottom of the Office Information screen to create a new office for the selected agency.


5. Enter the office name in the Name box.


6. (Optionally) Enter office address, City, State, Zip, Phone, Fax, and Office Billing Name. 


7. In the Billing tab you can enter an office related billing information and enter a billing code.


8. In the Traffic tab you can enter traffic contact information.


9. Once you’ve entered the office information, click the Save button.


10. The office name will appear in the Office section of the Office Information screen. Information on the General, Billing, and Traffic tabs can be edited and re-saved as necessary.



For info on how to add a clients or products to SBMS Master Data, review Support Portal articles Adding a Client in SBMS and/or Adding a Product in SBMS.