Account configuration

Define an account type

An account type helps identify the primary usage of an account and tag respective customers or partners.

To define an account type, follow these steps:

1. From the application left navigation bar, select Administration.
2. From the top navigation bar, select Master Data Management.
3. Scroll or search to locate Account Type and select it from the list.
4. Select +.
5. Select the newly added, empty row. On the Configuration tab, enter values:
   • Name
   • External Id
   • ERP Id
6. On the Localization tab, in the Label field, enter translations of the account type name for the needed languages.

By using different user interface profiles for different account types, you can show specific data for each account type. For example, if you have a large distribution network, you can have additional account fields to capture demographic and order information of various distributors.

Define an account domain

The domain field in account details helps identify contacts with the same domain in their email addresses, and allows to automatically create contacts and link them to the related account.

To define an account domain, follow these steps:

1. From the application left navigation bar, select Accounts.
2. From the All Accounts list view, select an account.
3. On the Detail tab, in the Account Domain field, enter the domain.

Define an account status

Account statuses allow you to tag accounts as active, inactive, or any other custom status.

To define an account status, follow these steps:

1. From the application left navigation bar, select Administration.
2. From the top navigation bar, select Master Data Management.
3. Scroll or search to locate Account Status and select it from the list.
4. Select +.
5. Select the newly added, empty row. On the Configuration tab, enter values:
   • Name
   • External Id
   • ERP Id
6. On the Localisation tab, in the Label field, enter translations of the account status name for the needed languages.

Define payment options

To define payment options for an account, follow these steps:

1. From the application left navigation bar, select Accounts.
2. From the All Accounts list view, select an account.
3. On the Detail tab, in the Payment Type field, select preferred payment type for the account.