button in the Accounts
(Companies)
window.In order to edit an account, click on the button in the Accounts
(Companies)
window.
The Account (Company) window will open.
This window allows editing properties of an account.
The red markings indicate mandatory fields that must be filled in properly in order to create an account.
General Tab
This tab allows designating properties
of a new account.
Business Details
Fill in the Business Details: Name, Initials, Address, City, Zip Code, Country, State/Region, Office Phone, Office Fax, Web Page, and Status.
Shipping Address
To use the same address as in the Mailing Address, check the "Same as Mailing Address" box.
To use different address, fill in the specific data: Address, City, Zip Code, Country, and State/Region.
Billing Address
To use the same address as in the Mailing Address, check the "Same as Mailing Address" box.
To use different address, fill in the specific data: Address, City, Zip Code, Country, and State/Region.
For example, check the "Same as Mailing Address" box.
Details Tab
This tab is used to edit additional account details. It allows adding an Alias to a contact as well.
Contact details
Fill in the Contact Details: Contact Name, Profession, Department, Title, Office, Birthday, Assistant Name, Manager Name, Mobile Phone, and contact Email address.
For example, change the Contact name.
To learn how to add an Alias, click on the following link: Add an Alias
Storage Locations Tab
This tab is used to designate which warehouses are assigned to this account. It allows setting several warehouses for any account.
To add a new
warehouse (if any)
to the Storage Location, first select
a Storage Location from the
Available Storage Locations list. Click on the 
To remove a warehouse
from the list, select the warehouse from the
Selected Storage Locations and click on the
button. The warehouse will be removed from the account.
To add all the warehouses to the new account, click on
the
button. All the Storage Locations
will be transferred to
the
Selected Storage Locations list.
To remove all the
Storage Locations from the
list, click on the 
button. All the Storage Locations
will be removed from
the account.
The Settings tab consists of three sections: Measurement, Reports, and Financial.
Measurement
The Measurement section allows users to define the display format, default measurement units, and display settings to be used under the system accounts.
Reports
This section allows users to define the format of the
Bill of Lading Report to be used while generating the
Bill of Lading
report.
The user has two
options:
1. Basic Report (Default)
2. Advanced Bill of Lading
Financial
The Financial section displays current currency and taxes. You may choose currency from the drop-down list. You may check the "Include Sales Tax" box and enter the Tax ID (EIN) as well.
Saving a New Account
There are 2 options to save an account:
1. Save and
Close
– Press the 
2. Save and Login
– Press the 
After saving the edited Account, it will be added to the Accounts (Companies) window.
For additional information, go to the following links: