How to create an account
To create an account in SysManager:
1. Go to SysManager > Activities > Accounts to access the Accounts dialog.
Note: Accounts are listed here in ASCII order by Nickname and also include the Full Name and Phone for each Account. To locate an Account easily in the long list, start typing the Nickname and the Account closest to the letters you typed is highlighted.
2. Click the New button and the Account dialog is displayed.
3. Enter an up to ten character Nickname for the Account.
Note: If you anticipate more than a few hundred Accounts each year, you may want to establish a policy regarding selecting Nicknames. Salesware module automatically generates an account nickname by using an incrementing number. If you do not want to use the incrementing number as the account nickname, simply delete the number and enter the appropriate nickname.
4. Enter a Full Name for the person or business that is associated with the Account.
Note: This full name displays at the salespoint for Account selection.
5. Enter the name of the person with financial authority and responsibility for paying the Account balance in the Contact field.
Note: If the Account is set up for an individual by a second person, you might want to enter the individual’s name in Full Name and the second person’s name (who is financially responsible) in Contact.
6. Enter an Address, Phone (USA) and an E-Mail Address in the fields provided.
7. Select the Do not allow A/R check box to have any sale or reservation associated with this account required to have payment in full upon finalization. No accounts receivable will be allowed
8. Enter the maximum indebtedness allowed for this Account (this amount is usually set by established policy) in the Credit Limit field.
Note: The Credit Limit may be overridden at the salespoint if the operator has sufficient security clearance.
9. Select an Account Type from the dropdown box.
Note: Account Types are specified from SysManager > Activities > Financial Lists > Account Types.
Note: Special pricing may be applied to items sold to an Account by configuring a Dynamic Pricing Rule for the Account and selecting it from the Dynamic Pricing Rule dropdown box. See the Salesware Dynamic Pricing document for details.
10. Enter any relevant notes about the Account in the Notes tab.
11. Enter any useful user-defined data in the User Def tab.
Note: To enter labels for user-defined
Account fields shown here, go to
Preferences >
Accounts >
Labels for User Defined Information. See
How to enter account preferences (user defined fields).
12. Click the Save button to save the Account.
