Assigning Account to the Customer
The Accounts tab lets you associate an account to a customer. You can set up the general details of the customer account, add a new account or add an existing account where the customer charges to a different account.
These accounts can be managed from the Account Management menu. For more information, refer to Account Management.
This tab displays the following columns:
- Account #: The account number of the customer.
- Account Name: The name of the account.
- Period 3: The amount owed for three transaction periods.
- Period 2: The amount owed for two transaction periods.
- Period 1: The amount owed for the last transaction periods.
- Current: The amount owed for the current transaction period.
- Total: The amount owed on the account. This is calculated as: Period 1 + Period 2 + Period 3 + Current.
To assign an account to a customer:
1. On the Account tab, do one of the following:
- To add a new account, select Add New.
- To add an existing account, select Add Existing. This is used when a customer will be charging to another account.
The Account Details dialogue is displayed.
Enter the following information.
| Fields | Descriptions |
|---|---|
| Account Owner | The name of account owner. |
| Account Name | The name of the account. If you wish the account name to be the same as the owner, select Same as account owner. |
| Account Class | The account class enables you to define the message on statement, fees, overdue charges and stock transfer options.
You can select the account class from the drop-down list or select Edit to edit the account class. For more information, refer to Adding or Editing Account Classes. |
| Store | The name of the Store to which the account will be linked. This field is mandatory. |
| Mailing Address | The mailing address fields as set in the Details tab. This field is non-editable. |
| Statement Address | The address where the account statement will be sent. To set the statement address same as mailing address, select Same as Mailing Address. |
| Allow Shop Items on Account | This option allows the general shop products to be charged to the account. |
| Allow Scripts on Account | This option allows scripts to be charged to the account. |
| Stop Credit | This option allows stopping credit to the account. It will not allow products or scripts to be charged to the account. |
| Print Compensation Details on Account | This option will allow to print the compensation details of the account. |
| Shop Items Discount % | The discount percentage applied to all the general shop products. |
| NHS Script Discount % | The discount percentage applied to all the National Health Service (NHS) scripts. |
| Private Script Discount % | The discount percentage applied to all the private scripts. |
| Credit Limit $ | The credit limit on the customer’s accounts in dollars. |
| Compensation Number | The compensation number is required to be added for some customers to their account. |
3. Select OK to save the changes.
The account will be assigned and added to the Accounts tab.