Show Parent Child Related - Foster Strong Client and Vendor Relationships

Client or Vendor Inquiries > Show Parent Child Related

The SapphireOne Parent-Child Relationship in the database, is a unique link within the Sapphire One client and/or vendor master records. For example, you may have a master franchisor, and then each franchisee would be a child sitting under the franchisor. In this case you would send the client invoice to the child or the franchisee, but the final statement is always sent to the parent or the franchisor or for payment. This is one example and the parent child relationship works for both clients and vendors.

Highlight or select the Client or Vendor that you want to check and then select Show Parent Child Related from the tools menu. All Parents and Children entries related to the selected Client or Vendor will be displayed in a list. 

From the list of Clients in the Bondi Blue demo file we have selected KENSUPPY.
SapphireOne has filtered the list as seen below. A parent and three child clients.


You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.

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