Create Account: Screen Field Descriptions
- Aliena Somers
- Isabel Navarro
Pathway: Customer > Add Account
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. Making a selection here helps with future marketing endeavors. | 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. This field uses Google Location. Begin entering the location’s name or address (ex: Bill’s Hardware or 123 Radio Dr.) to initiate the search feature. Select the address from the search results to auto-fill all address fields for the account. | 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 |
The Service Address fields below are not available for Account Class selections: Residential and HOA. | ||
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 |