Account Management/Account Profiles/Account Profile Settings - Revision history

Dcowan: added mapped packages content.

2017-06-26T03:34:32Z

added mapped packages content.

Scarpenter: /* See Also */

2016-06-23T07:17:54Z

‎See Also

Scarpenter at 07:17, 23 June 2016

2016-06-23T07:17:09Z

Scarpenter: Scarpenter moved page Accounts/AccountProfiles/Account Profile Settings to Account Management/Account Profiles/Account Profile Settings

2016-06-23T01:19:05Z

Scarpenter moved page Accounts/AccountProfiles/Account Profile Settings to Account Management/Account Profiles/Account Profile Settings

Scarpenter: /* Create an Account Profile */

2016-06-16T04:06:00Z

‎Create an Account Profile

Scarpenter: /* Delete an Account Profile */

2016-06-16T04:00:16Z

‎Delete an Account Profile

Scarpenter: Created page with "= Account Profile Configuration = This page contains detailed instructions on how to create, configure and remove an account profile. == Create an Account Profile == Nav: '..."

2016-06-16T03:59:12Z

Created page with "= Account Profile Configuration = This page contains detailed instructions on how to create, configure and remove an account profile. == Create an Account Profile == Nav: '..."

New page

= Account Profile Configuration =
This page contains detailed instructions on how to create, configure and remove an account profile.

== Create an Account Profile ==

Nav: '''Admin > Settings > Account Profiles'''

A list of existing account profiles will be shown.
# Click the '''Create New''' button. The ''New Account Profile'' page will appear.
# Uncheck the '''Set As Default Profile''' flag if this will not be the new default account profile.
# Enter the ''Name'' of the new account profile.
# Enter an optional ''Description''.
# Enter an optional ''Export reference''.
# Select the '''Account Invoice Template''' that will be used for customers in this account profile.
# If the trading terms will be different from the default provider setting, check the ''''override?''' checkbox and enter an alternative number in the ''Trading Due Days''' field.
# If the credit limit on Accounts will be different from the default provider setting, check the ''''override?''' checkbox and enter an alternative number in the ''Account Credit Limit''' field.
# If the unbilled credit limit on Accounts will be different from the default provider setting, check the ''''override?''' checkbox and enter an alternative number in the ''credit limit on Accounts''' field.
# Click the '''Save''' button.
# To cancel without saving, click the '''Back to Profile List''' button.

[[file: account-profile-config.png]]

== Edit an Account Profile ==

Nav: '''Admin > Settings > Account Profiles'''

A list of existing account profiles will be shown.
# Click the account profile ''Name'' or ''Description'' in the list. The selected account profile will be displayed showing a list of accounts and the current profile the account is linked to.
# Edit the ''Name'' and ''Description'' of the account profile.
# Click the '''Save Profile Details''' button to save the changes.
# Click the '''Back to Profile List''' button to exit.

== Link a Customer to an Account Profile ==

You can link a customer to an account profile from within the account profile, or at the customer-level.

=== Method 1: The Account Profiles Page ===

Nav: '''Admin > Settings > Account Profiles > User Accounts'''

A list of accounts will be shown. This is ALL accounts, not the accounts that are linked to the account profile. To add the customer account to the account profile:

# Check the box '''Add to This Profile''' on the right-hand side of the account in the list.
# Click the '''Save Profile Details''' button.

=== Method 2: The Customer Profiles ===

Nav: '''Customer > Customer List > Customer > Profile '''

# Select the required account profile in the '''Name''' drop list.
# When you are finished, press the '''Save '''button.

== Delete an Account Profile ==
Only account profiles that have no accounts linked to them can be deleted.

!!! Warning: Deleting an account profile will NOT automatically remove or clean up any event templates and mappings defined to that profile. It is strongly recommended that you disable any events that are mapped to any account prpfile you intend to delete.

Nav: '''Admin > Settings > Account Profiles

# Drill down into the account profile that will be deleted. If there are no accounts linked to the profile, the '''Delete Profile''' button will be visible. If there are any accounts linked to the account profile, remove them froim the account profile first.
# Click the '''Delete Profile''' button to delete the profile.

@@ Line 31: / Line 31: @@
 # Click the '''Back to Profile List''' button to exit.
-== Link a Customer to an Account Profile ==
+<strong>Warning: Deleting an account profile will NOT automatically remove or clean up any event templates and mappings defined to that profile.  It is strongly recommended that you disable any events that are mapped to any account profile you intend to delete.</strong>
 You can link a customer to an account profile from within the account profile, or at the customer-level.
@@ Line 43: / Line 54: @@
 # Check the box '''Add to This Profile''' on the right-hand side of the account in the list.
-# Click the '''Save Profile Details''' button.
+# The system will automatically add this account to the profile being viewed.
 === Method 2: The Customer Profiles ===
-Nav: '''Customer > Customer List > Customer > Profile '''
+Nav: '''Customer > Customer List > Customer > Detail > Profile'''
 # Select the required account profile in the '''Name''' drop list.
-# When you are finished, press the '''Save '''button.
+# When you are finished, click the '''Save '''button.
-<strong>Warning: Deleting an account profile will NOT automatically remove or clean up any event templates and mappings defined to that profile.  It is strongly recommended that you disable any events that are mapped to any account profile you intend to delete.</strong>
+== Mapped Pricing Books ==
-Nav: '''Admin > Settings > Account Profiles
+You may map a price book to an account profile so that product pricing can be set for a specific group of customers.
 Nav: '''Admin > Settings > Account Profiles
-# Drill down into the account profile.
+# Click on ''Edit'' next to the account profile you wish to modify.
 # Click the ''Mapped Pricing Books'' tab.
 # Click the '''Map Pricing Book''' button.
 # Select the price book that will be used by accounts in this account profile.
-# Press '''Submit'''
+# Click '''Submit'''
 Upon saving successfully, the screen will refresh with the price book showing in the list on this page.
 = See Also =
 * [[Products/Pricing/Price_Books|Price Books]]

← Older revision		Revision as of 07:17, 23 June 2016
Line 75:		Line 75:

	= See Also =		= See Also =
−	* [[~~Product~~/Pricing/Price_Books\|Price Books]]	+	* [[Products/Pricing/Price_Books\|Price Books]]

← Older revision		Revision as of 07:17, 23 June 2016
Line 61:		Line 61:
	# Drill down into the account profile that will be deleted. If there are no accounts linked to the profile, the '''Delete Profile''' button will be visible. If there are any accounts linked to the account profile, remove them froim the account profile first.		# Drill down into the account profile that will be deleted. If there are no accounts linked to the profile, the '''Delete Profile''' button will be visible. If there are any accounts linked to the account profile, remove them froim the account profile first.
	# Click the '''Delete Profile''' button to delete the profile.		# Click the '''Delete Profile''' button to delete the profile.
		+
		+	== Map a Price Book to an Account Profile ==
		+
		+	Nav: '''Admin > Settings > Account Profiles
		+
		+	# Drill down into the account profile.
		+	# Click the ''Mapped Pricing Books'' tab.
		+	# Click the '''Map Pricing Book''' button.
		+	# Select the price book that will be used by accounts in this account profile.
		+	# Press '''Submit'''
		+
		+	Upon saving successfully, the screen will refresh with the price book showing in the list on this page.
		+
		+	= See Also =
		+	* [[Product/Pricing/Price_Books\|Price Books]]

← Older revision	Revision as of 01:19, 23 June 2016
(No difference)

@@ Line 13: / Line 13: @@
 # Enter an optional ''Export reference''.
 # Select the '''Account Invoice Template''' that will be used for customers in this account profile.
-# If the trading terms will be different from the default provider setting, check the ''''override?''' checkbox and enter an alternative number in the ''Trading Due Days''' field.
+# If the trading terms will be different from the default provider setting, check the ''''override?'''' checkbox and enter an alternative number in the '''Trading Due Days''' field.
-# If the credit limit on Accounts will be different from the default provider setting, check the ''''override?''' checkbox and enter an alternative number in the ''Account Credit Limit''' field.
+# If the credit limit on these accounts will be different from the default provider setting, check the ''''override?'''' checkbox and enter an alternative number in the '''Account Credit Limit''' field.
-# If the unbilled credit limit on Accounts will be different from the default provider setting, check the ''''override?''' checkbox and enter an alternative number in the ''credit limit on Accounts''' field.
+# If the unbilled credit limit on these accounts will be different from the default provider setting, check the ''''override?'''' checkbox and enter an alternative number in the '''Unbilled Credit limit''' field.
 # Click the '''Save''' button.
 # To cancel without saving, click the '''Back to Profile List''' button.

@@ Line 55: / Line 55: @@
 Only account profiles that have no accounts linked to them can be deleted.
-!!! Warning: Deleting an account profile will NOT automatically remove or clean up any event templates and mappings defined to that profile.  It is strongly recommended that you disable any events that are mapped to any account prpfile you intend to delete.
+<strong>Warning: Deleting an account profile will NOT automatically remove or clean up any event templates and mappings defined to that profile.  It is strongly recommended that you disable any events that are mapped to any account profile you intend to delete.</strong>
 Nav: '''Admin > Settings > Account Profiles