How to Edit Warehouse Customer Account
Click the View Accouts (Companies) link on the main start page.
The Accounts (Companies) window will open.
To edit an account, select the account to edit
from the grid and click the 
button
located at the top of the window.
The Account (Company) window will open.
This window allows designating properties of the existing account.
Red markings inidicate the fields, which must be filled in properly before the account can be saved.
Business Details
Edit the necessary Business Details: Name, Initials, Address, City, Zip Code,
Country, State/Region, Office Phone, Office Fax, Web Page, and
Status.
To use the same address as in the Mailing address, check the "Same as Mailing Address" box.
To use different address, fill in the details: 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 details: Address, City, Zip Code, Country, and State/Region.
This tab is used for setting additional account details. It also allows adding an Alias to the contact.
Contact details
Edit the Contact Details: Contact Name, Profession, Department, Title, Office, Birthday, Assistant Name, Manager Name, Mobile Phone, and Contact Email address.
Add an Alias
To learn how to add an Alias go to the Add an Alias link.
This tab shows which warehouses are assigned to the existing accounts. It allows setting several warehouses for any account.
To add a warehouse
to the Storage Location, first select a Storage Location
from the Available Storage
Locations list. Clicking
on the 
button will transfer the role to the
Selected Storage Locations list.
To remove a warehouse from the list, select
the warehouse from the Selected Storage
Locations and click the 
button. The warehouse will be removed from the account.
To add all warehouses to
the new account collectively, click the 
button. All Storage
Locations will be transferred to
the Selected Storage Locations list.
To remove all
Storage Locations from the list, click the 
button. All
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 the Edited Account
There are
2 ways to
save the edited account:
1.Click on the 
button.
2. Click
the 
button.