How to add an account and set payment terms

An account is one door you sell to. Wholesale orders › Accounts lists every one, with its buyer, rep, payment terms and when it last ordered. Start at What is wholesale? for how accounts and orders fit together.

Before you start

Adding and editing accounts needs the wholesale account update permission. Viewing is a separate dial.

What do you fill in?

Account name, Account number, currency, Payment terms in days, Credit limit, standing discount, Default order type, buyer contact details, Rep, an accounts-payable contact email, website, address and notes.

Three of them do real work rather than sitting there as reference.

• Payment terms in days is what produces an invoice's due date. Without it, an invoiced order lands in the No terms agreed aging bucket instead of a real one.
• Default order type pre-fills whether their orders are prebook or at once, which saves a decision on every order.
• Rep is who in your workspace looks after them, and it is how you split the book by person.

Account names have to be unique, ignoring case and surrounding spaces. A clash names the record that already owns the name.

What is the standing discount for?

Reference only. It is recorded on the account and never applied to any line price, and the label on the field says so.

Enter the prices you are actually charging on the order lines. The discount field is a note about the relationship, not a calculation.

What does the accounts-payable email do?

It records who to chase for money, which is frequently a different person from the buyer.

That one field saves a great deal of time when an invoice goes past sixty days, because the person who placed the order is rarely the person who pays it.

How do you find accounts that have gone quiet?

The Gone quiet filter, meaning no order in the last 60 days, and Never ordered.

Accounts are listed oldest-last-ordered first, so the ones needing attention are already at the top, with never-ordered accounts at the end.

Gone quiet is the most valuable screen in this section and the least used. A pro shop that ordered every season for three years and has not ordered in two months has usually not decided to stop; they have simply not been called. See How to find overdue invoices and quiet accounts.

What is on an account's page?

Its full order history, and a button to write a new order with the account already selected.

You can also comment on an account, link related records, and record a decision about it, which is where "we gave them 60-day terms because they take the full size run" belongs. See What are decisions and track records?.

How do you stop selling to one?

Archive it. The account disappears from the new-order picker and its order history stays intact.

Restore it from the same place when they come back.

Why does a rep show as a dash?

Because either no rep is assigned, or the person who was assigned is no longer active in the workspace. Both read the same way.

Reassign the account to somebody current, otherwise it quietly belongs to nobody and turns up in Gone quiet three months later.