Accounts

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Accounts

By default all the Customers will have their account opened by their name. Even if a new customer is added, an account will be opened automatically by the customer name. All the accounts that are created will be displayed here along with other details like Phone number, Email ID, Support Plan, Timezone etc. By clicking on the column chooser  icon you can select the desired detail to be displayed. You can create, edit and delete accounts. To create an account click on New Account button, to edit click on edit icon  and to delete, select the desired account(s) and click on Delete button. You can also import accounts and contacts from CSV file by clicking on Import Accounts/Contacts from CSV link.

New Account/Edit Account
  1. Enter the Account details.
    1. Enter the Account Name, Phone number, Fax number and Website details.
    2. Select the Support Plan, Industry type and Time Zone.
    3. Enter the Annual Revenue($).
  2. Enter the Address.
  3. Enter the Additional Customer Details.
    1. Enter the email ID of the Sales Contact.
    2. Enter the Description.
    3. Attach the files if any.
  4. Click on Save to add new account or click on Update to update the modifications done on the existing account.
In the Accounts page click on the desired Account name to view the Account details, list of Contacts and Products Associated.

Account Details
Account details displays the details like Address, Annual Revenue, Website, Industry type etc. Here also you have the option to edit or delete the account. To edit click on Edit button and to delete click on Delete button. You can view and modify the permissions to access the solution topics by clicking on Solution Topic - View permissions link. Then select or deselect the desired topic and click on Save.

Contacts
Under contacts, all the contacts that are created for the account will be listed. You can create new contacts by clicking on New Contacts. You can edit contacts by clicking on edit icon .

Create New Contact
To create a new account click on New Account button in the Account details page and then configure the following
  1. Enter the Contact details.
  2. Enter the Login details.
  3. Enter the Description.
  4. Click on Save.
Products
All the products that are associated with this will be listed along with Warranty Period, Date of Sale and Net Price details. To associate products click on Associate Product. You can also edit or delete associated products by clicking on edit or delete  icon respectively.

Associate Product
To associate Products click on Associate Product button in the Account details and then configure the following
  1. Enter the Customer Name.
  2. Select the Product Name.
  3. Enter the Date of sale.
  4. Select the Warranty period.
  5. Enter the count of the units sold.
  6. Unit price will be automatically filled according to the configured price.
  7. Enter the Discount($) and Tax Rate(%).
  8. Enter the Net Price.
  9. Enter the Comments.
  10. Click on Save.



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