Accounts
Use this list to view the defined accounts for the store. It enables you to create new accounts. It also enables you to change or delete existing accounts. Furthermore, you can either define or view contracts for a selected account, view current orders for an account, view reports associated with an account, or view a summary of a selected account.
- Customer
- The name of the company holding the account.
- Representative
- The name of the representative organization within the seller's organization that is responsible for the account.
- Number of contracts
- The number of contracts that belong to the account.
- New
- Click this button to create a new account. This button is only enabled if you are logged in as an Account Manager.
- Change
- Click this button to change the selected account.
- New Contract
- Click this button to create a new contract for the account.
- Contracts
- Click this button to view a list of the contracts that belong to the selected account.
- Orders
- Click this button to view a list of the current orders for the account.
- Summary
- Click this button to view a summary of the selected account.
- Reports
- Click this button to view reports for the selected account.
- Find
- Click this button to find specific accounts.
- Delete
- Click this button to delete the selected account.