Skyline Installation

Amending the Account Labels

Amending the Account Labels

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Amending the Account Labels

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The names that appear on the accounts page can be amended to suit your working environment. By default the names are "Account Code", "Account Name" and "Account Description".

Accounts page during the ordering process.

Accounts page during the ordering process.

 

The wording in the Account Code field is also shown on the Orders page.

The account code field name shows on the Orders page.

The account code field name shows on the Orders page.

 

To change the account field names:

1.Log in with Administrator rights and go to Admin.
2.In the Orders section click Accounts and Pricing.
Orders-AccountsandPricing
3.The account setup page opens.
Account Names 2
1.Enter the new account names.
2.Click Save. The Accounts and Pricing page will close.
4.Test the change by placing an order. View the Account page to make sure that the new account names are shown in the field headings and drop down search criteria box.
Account Names 3