Skyline

Amending the Account Labels

Amending the Account Labels

Previous topic Next topic  

Amending the Account Labels

Previous topic Next topic JavaScript is required for the print function  

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.

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.
clip0074
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