Pathway:Customer > Add Account
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Field | Description | Setup and Default Setting Locations | ||
---|---|---|---|---|
Status | Identifies the account being created as either Prospect or Active. Select ‘Prospect’ to create the account for future sales opportunities. | N/A | ||
Source | Indicates how the account was acquired. Referral, Acquisition, etc.
| Setup > Customer > Source | ||
Account Division | The division the account belongs to. The division the account is assigned determines who handles the account in other areas such as Dispatch and Operations. | Setup > System > Division | ||
Site Division | The division the specific site belongs to. | Setup > System > Division | ||
Account Class | The classification of the account. | Setup > Customer > Account Class | ||
Service AddressService Address fields apply to the physical location where services are rendered. | ||||
Name | The name for the account. | N/A | ||
Name 2 | Identifies a subsidiary name for the account (Dept., c/o, etc.). | N/A | ||
Address Line 1 | Entry field for the building number and street name/number for the service location.
| N/A | ||
Address Line 2 | Suite#, Floor#, PO Box#, etc. | N/A | ||
City/State/Postal Code | City, State and Postal Code for the service location. | N/A | ||
Phone | The phone number for the service location. | N/A | ||
| ||||
Website | The link to the website for the customer. | N/A | ||
PO# | The purchase order number for the customer. | N/A | ||
EPA | Environmental Protection Agency (EPA). Enter the State ID or other number found in the contract. | N/A | ||
Signature Required | If selected, requires the driver to get a signature from the service location. | N/A | ||
Billing AddressThe mailing address for the account. | ||||
Same as Service Address | Indicates the service address and mailing address are the same. This box defaults to being checked. | N/A | ||
Name | The name for the account. | N/A | ||
Name 2 | Identifies a subsidiary name for the account (Dept., c/o, etc.). | N/A | ||
Attn | Where the mailing should be directed to when received at the address. | N/A | ||
Address Line 1 | Enter the building number and street name/number here for mailings to be sent.
| N/A | ||
Address Line 2 | Suite#, Floor#, PO Box#, etc. | N/A | ||
City/State/Postal Code | Enter the City, State and Postal Code where mailings are sent. | N/A | ||
Phone | The phone number for the account handling the billing for this location. | N/A | ||
Account Contact Information | ||||
Contact Name | Identifies who the contact for the site is. | N/A | ||
Contact Phone | Reachable phone number for the site contact. | N/A | ||
Title | The title or role of the site contact. | N/A | ||
Phone Type | Indicates if the phone number listed is mobile, home, office, fax or other. | N/A | ||
Contact Email | Email address for the site contact. | N/A | ||
Billing Contact | If selected indicates the site contact is also the billing contact. | N/A | ||
Billing | ||||
Bill Group | Division specific billing group the account is placed in. | Setup > Accounting > Bill Group Setup > Accounting > Default Bill Group | ||
Invoice By Email | Delivery method for the invoice. If ‘No’ is selected, the invoice can only be printed. | N/A | ||
Term | Indicates the length of time the customer has to pay. | Setup > Customer > Account Class Setup > Accounting > Term | ||
Surcharge Group | Indicates if the account is subject to a surcharge. Service Regions may be set up to have a default Surcharge Group. | Setup > Services > Surcharge Group; Surcharge Setup > Services > Service Region | ||
Auto Status Update | Indicates if the account should be automatically updated to an inactive status | Setup > Customer > Account Class | ||
Apply Finance Charges | Indicates if late fees should be applied when the account is past due. | Setup > Customer > Account Class | ||
Exclude From Past Due Notification | If selected this will not send out past due notifications to the customer. | N/A | ||
Sales | ||||
Sales Rep | Indicates the sales representative responsible for the account. | Setup > System > User | ||
Service Region | Indicates the location of the customer usually by city, town or county. | Setup > Services > Service Region | ||
Tax Region | Identifies the tax region for the account. If no tax region is selected the account is considered tax exempt. | Setup > Accounting > Tax region |