In-House Cards : In-House Cards program configuration : Account configuration
 
Account configuration
 
Account configuration involves determining the level of tracking (reporting) necessary for In-House Cards programs and configuring accounts for the various In-House Cards programs as appropriate.
 
To configure an account for an In-House Cards program:
1. In SysManager, create a new account.
2. Enter the appropriate Nickname, Full Name and Contact/Address information if applicable.
3. The **DEBITWARE** type is selected from the Account Type dropdown.
4. Credit Limit is set to $0 because the individual card programs (DCIs) determine the credit limit for the program, if any.
5. No Dynamic Pricing Rules are selected because this account is used in the back-end for tracking purchases and is not used for discounting items in a sale.
6. From the Security tab, secure the ability to edit the account in order to prevent operators from inadvertently shutting down the account.
 
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7. Create as many accounts as you need to track different programs – just ensure that all are the **DEBITWARE** account type. Examples are gift certificates, employee charges, Dept 52 charge cards and corporate VIP group.
 
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