Accounts Module

To Access Accounts, click on the Accounts tab on the Back Office home screen.

In the Accounts module, there are two separate pages for different types of Accounts:

• Accounts: This section allows you to work with Credit Accounts
• Loyalty Accounts: This section allows you to work with Loyalty Accounts

Set up a new Credit Account

• Login to Retail 365
• Press the Accounts button
• Press Add a New Account

• Add the account details:

• Number: This number is created automatically
• Name: The name of the account
• Address: The address of the account
• Notes: Notes about the account

Type:

• Individual - One customer attached to this account
• Group - More than one customer is attached to this account

Group: If the Type is Group, choose the name of this group (You can edit or add a group by pressing the Plus button or Edit button)

• Credit Limit: Limit of credit for this account