Use the New Client option to create new clients under your organization including contact and billing information. All required fields will be outlined in red. New Client setup will have three sections: Client Information, Client's First Branch Information, and First Administrator User.
After filling out required fields in the Client Information section, scroll down to the Client’s First Branch Information section and continue to fill out any required fields. You can click Copy From Client to have some information copied from the previous section. Fill out any remaining required info before scrolling to the last section.
In the First Administrator User section, enter information for an individual at the client’s company.
Please note: the email address entered in the First Administrator User section MUST BE UNIQUE from the email address entered in the client and branch information sections above. The email entered in the First Administrator User section does NOT need to be a real email address, but should be entered in a legitimate email format (i.e. trv@tvp.com, yourclient@tvp.com).
Once all required fields have been entered, select Add Client.
To setup a new client that will be placing orders through EPN, check out the EPN Client Setup for TRV Ordering HERE.