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Create a Customer's House Account

Complete the following procedure to set up a house account for a customer.

  1. ClosedNavigate to the customer's House Account for (customer) screen.

    1. Log In to the Data Center Application to display the Data Center ribbon menu.

    2. Select a Customer.

    3. Select Customer Admin > House Account from the main menu to display the customer'sHouse Account for (customer) screen.

    Note: If the customer already has a house account, the screen will display as shown below.

  2. Click the Create Account button to display an account limit entry window.

  3. Enter an account limit amount in the field.
  4. Click the OK button to close the account limit entry window and display the new house account on the customer's House Account for (customer) screen.

  5. Click the tab's Close button to close the screen.

 

 

 

 

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