Creating a House Account

Modified on Wed, 6 Sep, 2023 at 1:15 PM

TABLE OF CONTENTS



Creating a House Account


On the Take Order screen enabling the check box "House Account" and completing the order will create a House Account for the customer attached to that order.




Turning an Existing Customer Profile into a House Account


Navigate to Orders ➜ All Customer. Search and select the customer. Navigate to the House Account tab. From the drop down menu titled "Status", select Enabled and click Save Customer.






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