Account Configuration

An account in the system represents a client's company whose inventory you store, or it can also represent a supplier's company with whom you interact.

In this article, the following topics are covered:

• Create a new account
• Edit an account
• Delete or hide an account
• Reactivate an account

Create a new account

Criteria for creating a new account:

• The user must have access to all accounts registered in the system.
• The user must have the permission to create companies enabled.
• Its name and abbreviation must be unique in the system.

Steps to create a new account:

1. From the Setup menu, go to the Companies list.
2. Click the Create Company button.
3. Enter the account name.
4. Enter the abbreviation for the account name.
5. Press Create.

Edit an account

Criteria for editing an account:

• The user must have permission to view the account.
• The user must have the permission to edit companies enabled.

Steps to edit an account:

1. From the Setup menu, go to the Companies list.
2. Find the account you want to edit.
3. In the Edit column, click the button.
4. Modify the necessary information.
5. Press  to save the changes.

Delete or hide an account

Criteria for deleting an account:

• The user must have access to all accounts registered in the system.
• The user must have the permission to delete company enabled.
• Inventory was never received for the account.

Criteria for hiding an account:

• The user must have access to all accounts registered in the system.
• The user must have the permission to delete company enabled.
• The account must not have active inventory.

Steps to delete or hide an account:

1. From the Setup menu, go to the Companies list.
2. Find the account you want to hide.
3. In the Delete column, click the button, this will open a new dialog.
4. Click the Delete button
   1. If the account never had inventory, it will be permanently deleted, showing the following message:
      
   2. If the account had inventory but currently no longer has any, the system will hide it to preserve the information history and will show the following message:

Reactivate an account

Criteria for reactivating an account:

• The user must have access to all accounts registered in the system.
• The user must have the permission to delete company enabled.

Steps to reactivate an account:

1. From the Setup menu, go to the Companies list.
2. In the header of the Hidden column, select the Yes option in the dropdown list.
3. Find the account you want to reactivate.
4. In the Delete column, click the  button.

Once restored, it will be available again for your team to enter inventory for that account.