Accounts can be set up for distributors or customers.  Since most accounts are associated with a customer record, the instructions that follow are for setting up a customer account. To set up a distributor account the steps are the same; simply start at the distributor record rather than the customer record.

To set up accounts, click Customer tab:

1) Enter the criteria to search for the customer.  If you are setting up an account for a new customer, the customer must be entered first. Follow the steps for entering a new customer.

2) Click on the Customer # to open the customer record.

3) Click Accounts from the left navigation bar. Click New

4) From the Account Type drop down, select the account type from the list.

1) Enter the matching criteria in the Detail 1 box. (This box will be named according to the Account Type set up, i.e. phone number). The information in this field must be in the exact format of the data in the import file. For example if it is a phone number like 1234567890, then the data must be in the same format with no characters.  If there are characters in the import file, then the characters must be in the Detail 1 matching data.  It is common to enter numbers without characters in the ES100 and remove them from the import file to minimize data entry errors and exceptions.

2) Begin Auto-Active Date will default to today’s date. The date can be edited.

3) End Auto-Active Date will default to the number of months from the begin date as set up for the particular account type. This date can be edited for each account to override default settings.

5) Click Save. The account is set up. Repeat to set up other accounts.