Account, Contact and Addresses

Manage Customer/Partner/Supplier Account, Contact, and their Addresses

    Customer accounts can be created through either the account detail page or the ePoS tab.

Create a Customer Account through the Account Detail page

  • Navigate to the app menu and click the Accounts tab.
  • Click on the “New” button on the top right-hand corner of the page.
  • Enter the name of the Customer in the Account Name field. Enter other details.
  • Select the Customer in the Account Type field and select Account Profile.
  • Enter the address of the customer. The system will automatically create the address records in the Addresses object.
  • Save the record to create a Customer Account Record.

 

Create a Customer Account through the ePoS tab

 

  • Navigate to the ePoS tab from the order management application.
  • Navigate to the Account tab on ePoS.
  • Click the “Add Account” button and enter the account name and other details.

 

  • Select the Customer Profile.
  • Save the record to create a customer account.

Create a Customer Contact through the Contacts detail page

    It is the point of contact for the customer account and it may or may not have the same address as the customer account. Multiple contacts can be associated with the customer account.
  • Navigate to the related tab of the customer account record and find the contacts related list.
  • Enter the contact Name and other contact details.
  • Save the record to create a customer contact record.

Create a Customer Contact through the ePoS tab

  • Navigate to the ePoS tab from the Order Management application.
  • Navigate to the Accounts tab on ePoS.
  • Click the “Add Contact” button and enter the contact name and other information.

 

  • The customer account will be auto-populated. If it is not, select the customer account from the lookup.
  • If the contact being created is a primary contact, select the “Is Primary” checkbox.
  • Save the record to create a customer contact.

Create a Customer Address through the Address detail page

  • Navigate to the related tab of the customer contact record or the customer account record.
  • Find the addresses related list and click the “New” button.
  • Enter the address details. Select the customer account and contact information.
  • Select whether the address is Primary. Select the “Is Billing Address” and “Is Shipping Address” checkboxes if both are the same.
  • Save the record to create the customer’s address.

Create a Customer Address through the ePoS tab

  • Navigate to the ePoS tab from the Order Management application.
  • Navigate to the Address tab on ePoS.
  • Click the “Add Address” button and select the customer and customer contact.

 

  • Enter the address details.
  • If the address being created is a primary address, select the “Is Primary” checkbox.
  • Select “Is Billing Address” or “Is Shipping Address”, as appropriate.
  • Save the record to create a customer address.

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