Working with Accounts

Use the Account details page to review and modify the details of the account selected on the Accounts list page.

Note: The workspace can be different based on the access rights provided to you or the customization.

To modify the Account details:

  1. Click Accounts in the navigation pane. The Accounts list page is displayed.
  2. Click an account name. The Account details page is displayed.
  3. Click View More to view or modify this information:
    Account
    The name of the current or potential business.
    Division
    The division in the company to which the account belongs.
    Parent Account
    The account to which this account is a child or a subsidiary.
    Primary Phone
    The main telephone number of the account.
    Website
    The web address of the account. Websites can be modified in the Websitesrelated section.
    Address
    The address or the location of the account.
    Note: You can click Edit to access the Edit Address window. To view the address on the map, click Map. If the Contour integration is enabled and configured, a map is opened using the Contour provider. If a provider is not configured, the address opens in MapQuest.
    Region
    The region in which the account is located.
    Description of Business
    A description of the account business.
    Default Sales Order Type
    The default Order Type when a new sales order is created for the Account.
    Note: This is applicable only for M3 integrated customers.
    Requested Delivery Number of Days
    The Due Date on Add New Sales Order window is defaulted to the current date when a new sales order is created.
    Note: This is applicable only for M3 integrated customers.
    Maximum Days
    When a new sales order is created and Due Date field on Add New Sales Order window is modified. The difference between current date and modified Due Date is compared against the value set on this field. If the difference exceeds the value set on this field, the difference is compared against Maximum Days set for the sales order Accounting Entity and order type in Accounting Entity Sales Order Type maintenance page. A warning message is displayed if the difference is more than the value of Maximum Days in Accounting Entity Sales Order Type maintenance page.
    Note: This is applicable only for M3 integrated customers.
    Qualified
    The Qualified option identifies if an account is qualified or unqualified. Unqualified accounts are typically accounts that are associated with leads. When a lead is qualified, the Qualified option on the associated account is selected automatically. If an account is not qualified, it is not included in Account filters or lookups unless the Only include qualified accounts option is cleared.
    Type
    The category of the Account.
    Sub Type
    The sub-category of the account.
    Status
    The current status of the Account. Possible values:
    • Active
    • Dormant
    • On Credit Hold
    Industry
    The industry to which the Account belongs.
    Account Manager
    The person or team within the organization that manages the account relationship.
    Owner
    User or team of users with access rights to the account.
    Distribution Chain
    The list of distribution chain for the account.
    Advertising Circle
    The list of advertising circle for the account.
    Promotion Type
    The type of promotion considered for the account. Possible values:
    • In/Out
    • Standard
    • Talon
    Profile Image
    The initials or image that represents the account. If no image has been previously uploaded, the initials of the account is displayed.
    Note: To modify the image, rest the pointer on the profile image. You can click the Camera icon to select and upload a .png file.
    Allow Ad Hoc Products
    If set to Yes, the Ad Hoc Product Lookup is available on the Product Lookup window when a new sales order is created for the account. The permissions are defaulted based on the sales order Accounting Entity and Order Type in Accounting Entity Sales Order Type maintenance page.
    Note: This is applicable only for M3 integrated customers.
    Allow Price Visibility
    If set to Yes, price and discount information are visible in Sales Order. The permissions are defaulted based on the sales order Accounting Entity and Order Type in Accounting Entity Sales Order Type maintenance page.
    Note: This is applicable only for M3 integrated customers.
    Allow Stock Visibility
    If set to Yes, the Stock Enquiry option is available on the Product Lookup window when a new sales order is created for the account. The permissions are defaulted based on the sales order Accounting Entity and Order Type in Accounting Entity Sales Order Type maintenance page.
    Note: This is applicable only for M3 integrated customers.
    Signature Required
    If set to Yes, the Signature Capture window is displayed when a new sales order is created for the account. The permissions are defaulted based on the sales order Accounting Entity and Order Type in Accounting Entity Sales Order Type maintenance page.
    Note: This is applicable only for M3 integrated customers.
    Pallet Discount Model
    The pallet discount model to which the account is associated.
    Note: This is applicable only for M3 integrated customers.
    Track Price
    Select the check box corresponding to Track Price to track the prices of the product when executing a survey.
  4. Click the History tab to view the history of activities performed on the selected Account. Click View Full List to view all the activities.
  5. Click the Files tab to view the history of attachments linked to the selected Account. Click View Full List to view all the attachments.
  6. Expand or collapse an entity related section to add, review, or modify the data defined for the various entities linked to the Account.
  7. Click Save. You can use the other functions from the details page toolbar.
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