Create New Accounts

Create New Accounts


Create New Accounts
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  1. Visit the Contacts Module
  2. Hover over CONTACTS and press ACCOUNTS
  3. Press CREATE ACCOUNT
  4. Enter the NAME of the Account, this is printed on shipping labels
  5. Enter the EMAIL of the Account, this is printed on shipping labels
  6. Enter the PHONE number of the Account, this is printed on shipping labels
  7. Enter a TAX EXEMPT ID as an alphanumeric field
  8. Select if the account is tax exempt or not
  9. Enter a CUSTOMER ID as an alphanumeric field
  10. Select if purchase orders are allowed
  11. Enter the SHIPPING ADDRESS of the Account
  12. Enter the SHIPPING CITY of the Account
  13. Enter the SHIPPING STATE of the Account
  14. Enter the SHIPPING POSTAL CODE of the Account
  15. Enter the SHIPPING COUNTRY of the Account
  16. Select if the Billing Address is the same as the Shipping Address
  17. Add internal notes


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